Happy first day of fall! Don't leave your year-end financial reviews for the chaotic holiday season - get ahead of the game this fall!
A year from now, you’ll be glad you remained focused on your long-term goals today.
Learn how to avoid these and other COVID-19 fraud attempts.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
If you or someone you know has lost their job, we are here to help you review your options - please reach out to one of our qualified financial advisors.
CNN.COM
Another 884,000 Americans filed for unemployment benefits last week
Join us in supporting those facing hunger in our communities! Now through Thanksgiving, Ameriprise is matching up to $250,000 in donations to Feeding America. With the Ameriprise match, one dollar donated will provide up to 20 meals for families in need. Let’s make a difference this Thanksgiving season!
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Join me in ending hunger
Wishing you a safe, fun and relaxing Labor Day!
The ClearTrust Wealth Advisors office will be closed today in observation.
Has the pandemic caused you to overspend online? These strategies may help!
CNBC.COM
Shopping too much online? Here's how to cut back
Today and every day, we voice our support for women’s rights, gender equality and a better future for girls.
When there’s uncertainty in the market, the ClearTrust Wealth Advisors team can help you make the next right move.
The ClearTrust Wealth Advisors team had the pleasure of hosting a baby shower yesterday for Client Service Manager Audrey, including gifts, games, and food galore! We can't wait to meet you, baby girl!
From now through Thanksgiving, ClearTrust Wealth Advisors will be partnering with Feeding America to help provide food for millions of individuals struggling with hunger in our local communities. In lieu of our annual in-person volunteer outing, we ask that you donate at the link below to help get food to families in need this holiday season.
https://secure.feedingamerica.org/site/Donation2?df_id=26597&26597.donation=form1&s_src=C1991AMER&s_subsrc=social&utm_medium=partner&utm_source=earned&utm_term=gift&utm_content=ameriprise&utm_campaign=ameriprise
Yesterday, two of our advisors, Matt and Drew, successfully planned and participated in the West Nashville Dream Center Dream Shot charity golf tournament. It was a great day with great people supporting the Dream Center's mission to protect and empower our neighbors living in distress. The two of you make us proud!
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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Don’t worry about tomorrow. Plan for it.
Connect with one of our advisors to review your long-term goals to avoid short-term worry.
Today, we recognize and thank all the men and women who’ve served in the U.S. Armed Forces. Happy Veteran's Day.
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
Investor market considerations for the year ahead.
AMERIPRISEADVISORS.COM
What's next for investors?
The ClearTrust Wealth Advisors office will be closed Thursday, November 26th and Friday, November 27th to enjoy time with loved ones in observance of the holiday.
The ClearTrust Wealth Advisors family is growing! Please join us in congratulating Client Service Manager Audrey on the birth of her beautiful daughter, Harper! Mom and baby are both doing great. We can't wait to meet you, baby girl!
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
Increases in online shopping usually lead to increases in online fraud attempts. Protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
A unique year requires unique ways to give back. Is charitable giving part of your financial plan?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
Give a gift that can make a difference long into the life of a child – a head start on growing and understanding their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
The ClearTrust Wealth Advisors office will be closed on December 24th and 25th. Stay safe, stay healthy, and happy holidays.
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 happy to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
The ClearTrust Wealth Advisors team is thrilled to announce that our very own Operations Specialist, Ashlee, is one step closer to obtaining her Series 7 license!
By recently passing the Securities Industry Essentials exam, Ashlee has successfully demonstrated her knowledge of capital markets, product risk, trading, and regulatory framework.
We're so proud of her representation of women in the industry, and we can't wait to continue watching her grow. You go, girl!
So long, 2020! Thank you to all of our friends, family, and clients for sticking with us during this unprecedented year - on to bigger and better things in 2021!
Please note the ClearTrust Wealth Advisors office will be closed at 12:00pm CST on December 31st and all day January 1st in accordance with the markets.
Important info below. Don't let 2021 start with a scam.
CNBC.COM
5 common stimulus check scams experts are warning consumers to watch for
Let’s all resolve to support our local businesses and non-profit organizations this year! Start a new tradition of picking your favorite local shops or non-profits and making a commitment to helping them thrive. Our advisors have several ideas to help!
Retirement savings ideas for the new year.
MONEY.USNEWS.COM
Retirement Resolutions for 2021
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? Connect with any of our educated advisors to discuss investing over the long-term.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr. The ClearTrust Wealth Advisors office will be closed today in accordance.
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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Are you or a loved one engaged or newly married? One of our highly qualified advisors can help you identify and review your goals to plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
Please join the ClearTrust Wealth Advisors team in sending Valentine's Day cards to the deserving children of St. Jude this Valentine's week!
STJUDE.ORG
Send a free Valentine's Day card to St. Jude kids
Learn how you could accelerate your savings and help fund your retirement dreams through this little-known IRA strategy.
The ClearTrust Wealth Advisors team is proud to share that Matt Robins and Nick Stamatis have been included on the 2021 Forbes Best-in-State Wealth Advisors list! All of us at ClearTrust Wealth Advisors are proud to work alongside you both to help each of our clients stay focused on, and achieve, their long-term financial goals.
https://www.ameripriseadvisors.com/team/cleartrust-wealth-advisors/financial-advice-team
While the ClearTrust Wealth Advisors office is currently closed due to inclement weather, we want you to know that you can quickly access your available funds if needed. For assistance, contact an Ameriprise Client Service representative at 800.862.7919 from 7 a.m. to 7 p.m. (CT) Monday - Friday or 8.a.m to 5 p.m. (CT) Saturday and Sunday. You can also access account information at ameriprise.com.
AMERIPRISE.COM
Financial Planning Advice and Financial Advisors | Ameriprise Financial
Please join us in congratulating Ashlee Trusik, ClearTrust Wealth Advisor's Operations Specialist, on her recent engagement! We couldn't be happier for you both!
Ameriprise is proud to be included in the Bloomberg Gender-Equality Index (GEI) for the second consecutive year! We're excited to be part of a distinguished list of public companies that share a dedication to supporting women in the workplace.
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Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Another stimulus package is on the way. If you have questions, we have answers!
AMERIPRISEADVISORS.COM
Pandemic relief recap
FYI - The IRS extended the federal tax filing deadline to May 17 for most regions of the country. Residents of Texas, Louisiana and Oklahoma have until June 15 to file.
USATODAY.COM
IRS tax deadline changes with income taxes and payments due May 17 to give taxpayers more time amid COVID
