All of us at Guided Wealth Advisors are proud to share that Working Mother magazine named CJ Charlebois Melendy one of their Top Wealth Advisor Moms for 2020! Congratulations, CJ and thank you to our wonderful clients for making this possible.
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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
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Andrew and Victoria recently spent time leaf peeping in Stowe.
How lucky are we to call this beautiful place home?
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Coffee is produced locally, consumed daily and today, it’s celebrated. Go ahead, have another cup!
Happy National Coffee Day!
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Amy has been enjoying her kayak on Piney Run Lake in Maryland, where the leaves have finally begun to change despite the warm temperatures. It looks beautiful.
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.
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Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
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?
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
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.
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Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
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
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.
The S&P 500 posted its best election week in almost 90 years. Investor confidence also rose above its historical average for the first time in 34 weeks as election clarity overshadowed growing COVID-19 cases and fiscal stimulus uncertainties. #AmeripriseResearch
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
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What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
Chris and I at the top of Heaven's Gate lift at Sugarbush. Great conditions! Only a bit of a breeze.
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? We can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
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
A very happy birthday to the wonderful CJ! We hope you enjoy your special day.
