Our office is hosting a Social Security and Retirement Webinar. If you are interested in participating, please RSVP by Wednesday, September 16, 2020.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Staying focused amidst uncertainty can help you reach your future financial goals.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
“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.
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
Working toward your long-term financial goals starts with making the next right move.
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
Charitable organizations need our help more than ever. Here are some tips on how to make giving back part of your financial plan.
REALSIMPLE.COM
How to Make Charitable Giving Part of Your Budget
Local nonprofit organizations and retailers are the foundation of every vibrant community. I’m dedicated to helping strengthen my community by helping my neighbors. #financialliteracy
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
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
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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.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
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
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
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
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
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
Let's plan for tomorrow instead of worrying about it. We'd love to connect with you and review your long-term goals to avoid short-term worry.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
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
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.
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?
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Today is World Kindness Day. What acts of kindness have you witnessed, benefited from or performed in the past year - whether buying a coffee for a stranger, helping someone who’s car broke down, or volunteering your time to help those in need, encourage us with your stories.
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
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
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.
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
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
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
Working toward your long-term financial goals starts with making the next right move.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financial steps for home buyers
Continuing to save, even during challenging times, is more achievable when you automate your savings. We're here to help you with savings strategies and other ways to meet your long-term goals.
AMERIPRISE.COM
Systematic savings
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?
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
How can you think more of others?
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
“Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly.” - Beth Moore, Living Proof Ministries
“As our power over others increases, we become less free; for to retain it, we must make ourselves its servants.” – John Lancaster Spalding. What steps are you taking to become a servant leader?
Let's celebrate Small Business Saturday (11/28) by sharing some of our favorite small local businesses.
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
NEWSROOM.AMERIPRISE.COM
When Bad News Becomes Good News | Ameriprise Newsroom
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
It’s not too late to save on your 2020 taxes. We can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
On Pearl Harbor Remembrance Day, we take a moment to think of the brave men and women we lost on this day 79 years ago.
Local non-profits are doing their part to help our neighbors this holiday season. Let’s show them what we can do when we work together. Ask us how. #strongertogether
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
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
May your Hanukkah be filled with peace, joy and light.
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
“Let your light shine today, and let your personality blossom, too. You don't have to be a people-pleaser, just a people-lover.” - Beth Moore, Living Proof Ministries
Being prepared for winter driving conditions can help you reach your destination safe and warm.
CONNECTBYAMFAM.COM
Insurance Tips for Drivers, Homeowners, Renters
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
The rules for holiday tipping are a little different this year. Who are you adding to your list?
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
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
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
Wishing you a very Merry Christmas!
Whether virtually or in-person, I wish you a warm and wonderful Christmas Eve spent with family tonight. Merry Christmas!
Best wishes for a peaceful holiday season.
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Whatever your post-retirement plans might include, my personalized advice can make you more confident you can achieve them.
AMERIPRISEADVISORS.COM
Financial benefits of working in retirement
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.
A unique year requires unique ways to give back. What ideas would you add to the list?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
“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
Wishing you a very Merry Christmas!
Whether virtually or in-person, I wish you a warm and wonderful Christmas Eve spent with family tonight. Merry Christmas!
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Being organized can save you time and money. What are you doing to get better organized this month?
What are your wellness goals for the new year?
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
Let’s all resolve to support our local businesses and non-profit organizations this year. It’s incredible what we can do when we do it together. #strengthinneighbors
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, we would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
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.
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
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Being organized can save you time and money. What are you doing to get better organized this month?
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
We're stronger and braver together. Do not let this world and this narcissistic culture make competitors out of the very people who are meant to be your comrades in arms.
- Beth Moore, Living Proof Ministries
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 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
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.
"I never would have been able to tithe the first million dollars I ever made if I had not tithed my first salary, which was $1.50 per week." - John D. Rockefeller
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
Ameriprise would like to invite you to kick off the New year with us as we host World Series Champion of the Los Angeles Dodgers, Manager Dave Roberts for a life Q&A Session on Wednesday, January 27, 2021 at 1:30PM PT. Space is limited.
AMERIPRISEADVISORS.COM
Financial seminars and events - Eddy Chou | 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
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
We're stronger and braver together. Do not let this world and this narcissistic culture make competitors out of the very people who are meant to be your comrades in arms.
- Beth Moore, Living Proof Ministries
U.S. equities were down today. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
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Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
Get the personalized advice you need to envision and build a confident financial future.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects.
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
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?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
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
A workplace retirement plan can be good for saving, but getting money out when you need it can be challenging. Let’s look at all your options.
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
Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Wishing you a lovely Valentine’s Day!
“Temptations, when we meet them at first, are as the lion that reared upon Samson; but if we overcome them, the next time we see them we shall find a nest of honey within them." - John Bunyan
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
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
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
Ameriprise is hosting an Economic & Market Outlook webinar with Russell T. Price, CFA®, Chief Economist, today at 4PM PT. If you are interested, please RSVP using the link below. Spaces are filling up quickly!
AMERIPRISEADVISORS.COM
Financial seminars and events - Eddy Chou | Ameriprise Financial
Please stay safe. As Winter Storm Uri impacts states coast-to-coast, our thoughts are with everyone in the affected areas.
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
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
Many employers will match a certain amount of what you save in a retirement plan. If you don’t maximize the match, you're leaving money on the table. #AmericaSavesWeek
Federal stimulus programs continue to aid the U.S. economy and capital markets. Ameriprise VP of Fixed Income Brian Erickson summarizes the main implications for bond yields and returns this year.
AMERIPRISEADVISORS.COM
The impact of federal stimulus on bond portfolios
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
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
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
A tale of rallying the little investor, selling borrowed stock and the impact it had on the market. What is selling short, what happened in January, and what does it mean going forward? #AmeripriseResearch
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We recognize the contributions of American women who have made history, broken barriers and changed the country for the better. #womenshistorymonth
Help your employees manage their money – don’t let it manage them. I can provide resources ranging from personal budgeting tools to saving strategies for long-term goals. Contact me today for help developing a #financialwellness plan.
Did you know financial education can help communities thrive? Ask me how. #communitystrong
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
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
One of a kind financial advice for your one of a kind financial goals.
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
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
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Stock market declines are a natural—and often unnerving—part of investing, but there are ways you can stay invested with some protections. Let’s talk about ways to add confidence to your retirement planning.
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
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
Spring has sprung! What are you hoping to accomplish this season?
Together, we can work to envision your ideal financial future – and build it.
How are you following your truth?
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Stock market declines are a natural—and often unnerving—part of investing, but there are ways you can stay invested with some protections. Let’s talk about ways to add confidence to your retirement planning.
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
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
Spring has sprung! What are you hoping to accomplish this season?
