When there’s uncertainty in the market, OFG can help you make the next right move.
Did you know, our team can help you review the benefits offered through your employer? We offer consultation for clients as well as their kids entering the workforce. Let's talk if this is something you want to plan for.
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? We can work with your tax professional and evaluate your strategies.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
The presidential election – and the policies of the two main party candidates – can have lasting implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observation on the current environment.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
As Yom Kippur begins tomorrow, OFG wishes our Jewish friends, colleagues, clients, and neighbors a meaningful observance.
As a local business, we want to encourage and support fellow local businesses. #OFGsupportslocal #communitystrong
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors. And as we approach the election, please remember to VOTE!
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
Are you a pilot that has been furloughed? Would you like to know if you are ready to retire? Take a look to learn more- https://bit.ly/31a2q5J
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
https://www.ameripriseadvisors.com/team/orchard-financial-group/events
https://www.ameripriseadvisors.com/team/orchard-financial-group/events
In the new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Take a look here.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult directly with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term #didyouknow #investing
Wishing you a wonderful New Year! #NewYear #NewYearsEve
What are you hoping for in 2021?
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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Merry Christmas from your friends at Orchard Financial Group
