Hello friends and family! We would like to introduce our newest team member, Mike Morgan. You may have already spoken to Mike if you have called into the office. Mike was raised in Northwest Indiana, just outside Chicago. Over the last several years, he has worked with Valic and Wells Fargo Financial Advisors. Before joining the financial industry, Mike spent 11 years teaching mathematics, which allowed him and his wife to travel and live in several countries, including Turkey and Panama. Mike and his wife Hilary have returned to Oregon to be closer to Hilary’s family as they raise their 3 sons (4 yrs., 4 yrs., and 18 mo.). Mike enjoys the great Oregon outdoors with hiking and exploring tide pools at the coast.
“Give away kindness like you’ve got a hole in your pocket.”
– Bob Goff, author of Love Does
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help. 503-808-1515
AMERIPRISE.COM
Dealing with job loss
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. We can help you make sure you’re protected.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
How can you think more of others?
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
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals. ~Kayla Van Horn
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
Shopping local is one way to sustain our favorites shops. If you’re looking for new ways to show your support, we can help. #strengthinneighbors
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Is there someone in your life who may benefit from additional financial guidance? We'd be happy to connect with them and offer a complimentary consultation. We look forward to the opportunity to help your friend or family members achieve their financial goals.
AMERIPRISEADVISORS.COM
Wealth Strategy Partners - Portland, OR | Ameriprise Financial
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
#TravelTuesday
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
