Missing the office - Hope to be back soon!
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
The COVID-19 pandemic has accelerated investments in certain areas of technology.
Great article highlighting the digitalization trend. Is your portfolio on the right side of this trend?
AMERIPRISEADVISORS.COM
Is your portfolio on the right side of digitalization?
Starting to see this more and more... 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.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Great illustration showing how our clients feel once they have a plan in place. It's our goal to help others achieve their goals through planning, integrity and trust -as well as alleviating the stress and worry of money and investing through education along the way. Happy to help if you ever have questions. And thank you to Carl Richards for this awesome reminder.
As the Northwest wildfires impact the area, our thoughts are with our clients, their families and the community within the affected areas. Please stay safe.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I am here to help make the confusing - easy to understand. Let me know if you have any questions!
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
Many of you have questions about the election. Specifically how it may impact the economy and your investments.
Excited to announce we have two Free Branch Webinars coming up covering these topics - Tomorrow - October 8th, and 14th @ 5pm.
You can RSVP on my website if you are interested: https://www.ameripriseadvisors.com/casey.sullivan/events/
Some pictures from the other weekend with my amazing family. Nothing more important :D
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
If you’re signing up for next year’s workplace benefits, do you often have questions on what choices to make?
This is something we help with and I'm happy to be of service!
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
Many will ask "what" to invest in. Do you ask "where" to invest to optimize your individual tax situation?
Wishing you a safe, fun and spooky Halloween!
Markets can be volatile and uncertain. How is your portfolio built to weather the storms?
Pumpkin Patch was fun this past weekend with the family! Judah and Zeke are getting so big. Can't wait to have our own little pumpkin :D
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
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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Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
2020 was full of many blessings and things we have been thankful for. The biggest of all was our baby girl being born on Christmas Day. Selah James Sullivan! <3
Wishing you a very Merry Christmas!
Whatever your post-retirement plans might include, personalized advice can make you more confident you can achieve them. I'm here to help if you have any questions!
AMERIPRISEADVISORS.COM
Financial benefits of working in retirement
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
IRAs and Roth IRAs offer potential tax benefits today and when you retire. If you have any questions, please let me know.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
Traditional and Roth IRA contribution limits for 2021 have not changed.
Are you taking advantage of the maximum contribution each year and have you dialed in whether a Traditional or Roth is best for you? If you have any questions, I am here to help.
AMERIPRISE.COM
IRA limits and eligibility
Here’s a list of important tax deadlines for 2021 for your reference!
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch
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