A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
All of us at Oasis Financial Services are proud to share that Working Mother magazine named Dawn Smith one of their Top Wealth Advisor Moms for 2020! Congratulations, Dawn and thank you to our wonderful clients for making this possible. https://www.ameripriseadvisors.com/dawn.e.smith/profile
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Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We're here to help.
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Dealing with job loss
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.
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
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
Interested to learn how an employee financial wellness program would round out your existing benefits package? We can show you how. #nationalfinancialplanningmonth
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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Oasis Financial Services, LLC is committed to providing information and education that you will find helpful to in your steps to achieving your goals. These upcoming webinars are at no cost nor commitment. Tell us what other topics you would find helpful. To register for these or other webinars, please visit the Events tab on our website. https://www.ameripriseadvisors.com/team/oasis-financial-services/events/
Helping you keep an eye on the future is what we do best.
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
The days are getting shorter, which means more driving in the dark. Here’s how to make the roads safer at night.
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
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
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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
Get the personalized advice you need to envision and build a confident financial future.
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.
Jump start your employees' financial wellbeing during National Financial Wellness month. Reach out to learn more on how the financial health of your employees impacts your bottom line. #financialwellness
