Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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If you have someone in your life with college ambitions, let’s talk about saving strategies.
Last week’s jobless claims report was the latest example of the economy’s third quarter economic recovery flattening, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
The Economy Loses Some Momentum as Investors Face Further Disruption | Ameriprise Newsroom
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 current conditions are a reminder that while momentum investing can be rewarding, it is not without risk.
NEWSROOM.AMERIPRISE.COM
Investors Grapple with the Unknowns During What Should be a ‘Season of Renewal’ | Ameriprise Newsroom
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
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
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
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Wishing you a safe, fun and spooky Halloween!
Check out our teams most recent After the Close, which breaks down the volatility seen on 10/28/2020!
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Do you want to make an impact with your legacy? There have been many changes in estate planning due to the Secure Act that was passed in December of 2019. If you haven't revisited your plan since then, let’s talk about strategies to help make it happen!
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#HTC
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
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Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.
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Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
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#HTC
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
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#HTC
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.
NEWSROOM.AMERIPRISE.COM
The Country and Investors Await Election Results | Ameriprise Newsroom
Hello friends!
Do you know anyone who works at ESPN, Raytheon Technologies, Pratt & Whitney, Collins Aerospace, The Hartford, or the US Postal Service?
Recently, all of the above have announced layoffs and early retirement packages for key employees. Whether you are in this situation yourself, know someone who is, or just know someone who works there; I would love to connect with them!
Our team (Harbor Tides Capital) specializes in navigating the financial uncertainty that comes with a job transition.
We are open for business and happy to provide a second set of eyes to anyone you think could benefit from connecting with us!
What questions do you have about Required Minimum Distributions (RMDs) in retirement?
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In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
IMPORTANT!!
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
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This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Happy Sunday everyone! Just remember...
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
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#HTC
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
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KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
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
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
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.
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AMERIPRISE.COM
Guide to understanding Medicare open enrollment
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors.
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#HTC
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
One in five people regret combining money with their spouse or partner, according to MagnifyMoney. Here are three ways experts say can help you avoid feeling this way.
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CNBC.COM
20% of Americans regret making this financial decision with their significant other
Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Facing Three Significant Headwinds | Ameriprise Newsroom
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
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CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Working toward your long-term financial goals starts with making the next right move.
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The Dow Jones Industrial Average closed above 30,000 for the first-time last week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s
NEWSROOM.AMERIPRISE.COM
Investors Look to the Future with Optimism | Ameriprise Newsroom
Owning a pet can help curb the loneliness of the pandemic but can also come with high costs. If you plan to add a furry member to your family, here are some tips on budgeting the expenses.
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CNBC.COM
Many Americans have adopted pets amid Covid-19. But beware the costs
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
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Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
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When Bad News Becomes Good News | Ameriprise Newsroom
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
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AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Investors Await News on Three Negotiations | Ameriprise Newsroom
Teaching kids about money can help them learn how to save, spend, and grow their money wisely. Consider these six strategies to help give them hands-on experience.
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AMERIPRISE.COM
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As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
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Best wishes for a peaceful holiday season.
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
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#GrantAPMA
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Medicare open enrollment began Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
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MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Follow a budget. Establish an emergency fund. Discover the secrets to saving for retirement from people who are saving the most.
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#GrantAPMA
REALSIMPLE.COM
9 Secrets From Retirement Super Savers Everyone Can Use
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
#HarborTidesCapital
#GrantAPMA
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Medicare open enrollment began Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
#HarborTidesCapital
#GrantAPMA
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Social Security is anything but simple – and mistakes can be costly. Here are some of the most common myths and misconceptions.
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#GrantAPMA
MONEY.USNEWS.COM
8 Myths About Social Security
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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Happy New Year! So long, 2020.
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
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REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Follow a budget. Establish an emergency fund. Discover the secrets to saving for retirement from people who are saving the most.
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#GrantAPMA
REALSIMPLE.COM
9 Secrets From Retirement Super Savers Everyone Can Use
2021 is finally here! What are your goals for this year?
Today’s the perfect time to make the next right step toward your long-term financial goals.
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#HarborTidesCapital
Being organized can save you time and money. What are you doing to get better organized this month?
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Why worry about tomorrow when you can plan for it? Am I right??
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#HarborTidesCapital
Social Security is anything but simple – and mistakes can be costly. Here are some of the most common myths and misconceptions.
#HarborTidesCapital
#GrantAPMA
MONEY.USNEWS.COM
8 Myths About Social Security
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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What are your wellness goals for the new year?
529 plans aren’t just for college savings anymore — and the added benefits may be useful during the COVID-19 crisis. Let’s discuss your options.
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CNBC.COM
Here's how a 529 savings plan can do more than just help you pay for college
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
As work and home life blurs together, it can be difficult to set boundaries. Here are some ideas on how to make the transition from a novice remote worker and recognize what makes you productive.
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THESTREET.COM
It's Time to Start Working From Home Like a Pro
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
NEWSROOM.AMERIPRISE.COM
New President; Same Market | Ameriprise Newsroom
Smart tax strategies can help you keep more of your hard-earned money in retirement. Let's discuss options for reducing your tax bill.
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AMERIPRISE.COM
Understanding retirement and taxes
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Low interest rates have created a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
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AMERIPRISE.COM
5 financial steps for home buyers
What are your wellness goals for the new year?
Reaching goals can require inner strength, courage and dedication. How do these attributes help you stay on track toward your goals?
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#HarborTidesCapital
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
NEWSROOM.AMERIPRISE.COM
New President; Same Market | Ameriprise Newsroom
Smart tax strategies can help you keep more of your hard-earned money in retirement. Let's discuss options for reducing your tax bill.
#GrantAPMA
#HarborTidesCapital
AMERIPRISE.COM
Understanding retirement and taxes
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Now is the time to reach out to one another. Instead of just saying, “do you need help?", here are 10 ideas on something specific you can offer.
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NEXTAVENUE.ORG
Love Thy Neighbor Now
Get the personalized advice you need to envision and build a confident financial future.
Reaching goals can require inner strength, courage and dedication. How do these attributes help you stay on track toward your goals?
#GrantAPMA
#HarborTidesCapital
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Now is the time to reach out to one another. Instead of just saying, “do you need help?", here are 10 ideas on something specific you can offer.
#GrantAPMA
#HarborTidesCapital
NEXTAVENUE.ORG
Love Thy Neighbor Now
Get the personalized advice you need to envision and build a confident financial future.
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
Our most popular education event is back! Unfortunately, most people know someone who didn't plan for their succession. Leaving their loved ones scrambling when they should have been focusing on mourning. During this virtual event, we will expose some of the common oversights we have seen in legacy planning to help you protect your family!
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
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
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks.
NEWSROOM.AMERIPRISE.COM
Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
Our most popular education event is back! Unfortunately, most people know someone who didn't plan for their succession. Leaving their loved ones scrambling when they should have been focusing on mourning. During this virtual event, we will expose some of the common oversights we have seen in legacy planning to help you protect your family!
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks.
NEWSROOM.AMERIPRISE.COM
Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
Our most popular education event is back! Unfortunately, most people know someone who didn't plan for their succession. Leaving their loved ones scrambling when they should have been focusing on mourning. During this virtual event, we will expose some of the common oversights we have seen in legacy planning to help you protect your family!
I am excited to announce my completion of the Chartered Retirement Planning Counselor (CRPC®) designation! I have spent much of my free time over the last few months continuing to mastering my craft. I am very excited to use this designation, along with the APMA®, to continue helping my clients achieve their unique financial goals!
The tools can never be sharp enough!
#GrantCRPC®
#GrantAPMA®
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
CRAZY STAT ALLERT!!
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?
#HTC
#GrantAPMA
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks.
NEWSROOM.AMERIPRISE.COM
Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
Wishing you a lovely Valentine’s Day!
Money can be a major source of conflict in any relationship – but it doesn’t have to be. Here are nine tips for a harmonious financial partnership.
#HTC
#GrantAPMA
REALSIMPLE.COM
9 Money Secrets of Happy Couples
Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.
NEWSROOM.AMERIPRISE.COM
Markets Try to Digest Rising Bond Yields, Inflation, Fed Policy and More Stimulus | Ameriprise Newsroom
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
#HTC
#GrantAPMA
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
I am excited to announce my completion of the Chartered Retirement Planning Counselor (CRPC®) designation! I have spent much of my free time over the last few months continuing to mastering my craft. I am very excited to use this designation, along with the APMA®, to continue helping my clients achieve their unique financial goals!
The tools can never be sharp enough!
#GrantCRPC®
#GrantAPMA®
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
CRAZY STAT ALLERT!!
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?
#HTC
#GrantAPMA
Together, we can work to envision your ideal financial future – and build it.
It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.
#HTC
#GrantAPMA
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Money can be a major source of conflict in any relationship – but it doesn’t have to be. Here are nine tips for a harmonious financial partnership.
#HTC
#GrantAPMA
REALSIMPLE.COM
9 Money Secrets of Happy Couples
Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.
NEWSROOM.AMERIPRISE.COM
Markets Try to Digest Rising Bond Yields, Inflation, Fed Policy and More Stimulus | Ameriprise Newsroom
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
#HTC
#GrantAPMA
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Spring has sprung! What are you hoping to accomplish this season?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty!
#HTC
#GrantAPMA
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
With 68 college teams competing for the basketball championship, it might have you and your kids thinking about where they want to go. Here is the 2021 March Madness Bracket that shows the future 4 year cost to attend. Which school would you guess is most expensive?
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#GrantCRPC
#HTC
Are you engaged like my fiancé and I? Or maybe newly married?
#HTC
#GrantAPMA
AMERIPRISE.COM
Marriage and Finances
Together, we can work to envision your ideal financial future – and build it.
Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.
NEWSROOM.AMERIPRISE.COM
On the Cusp of An Economic Boom: What Does it Mean for Investors? | Ameriprise Newsroom
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
#HTC
#GrantAPMA
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Lets connect and review your strategy!
#HTC
#GrantAPMA
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Spring has sprung! What are you hoping to accomplish this season?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty!
#HTC
#GrantAPMA
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
