Happy International Coffee Day!
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
Happy Birthday Crissy!!
Wishing you an amazing day & year ahead!
The S&P 500 and NASDAQ have dipped below their 50-day moving averages. For both, these averages and recent highs may pose resistance over the coming weeks, particularly as markets grapple with a bitter election and mixed virus trends. #AmeripriseResearch
It has been an eventful hurricane season and as Hurricane Delta approaches, our thoughts are with everyone in the affected areas. Please stay safe.
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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Investors appear optimistic Wednesday despite an unclear path to sustained economic recovery.
FORBES.COM
Stocks Rally After Trump’s Back And Forth On Stimulus As Fed Warns Against Stifling Aid
President Trump’s coronavirus infection adds a significant element of uncertainty to the state of the U.S. government and the upcoming election, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React as COVID-19 Reaches the White House | Ameriprise Newsroom
UDB Financial
October 6 at 8:27 AM ·
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Happy Boss's Day -amazing bosses who encourage, support & motivate our team everyday!
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
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
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
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?
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
It was a fun night supporting our local YWCA at a Halloween movie night & trick or treat event!!!
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.
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
The days are getting shorter, which means more driving in the dark. Here’s how to make the roads safer at night.
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
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
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
How will you give back this holiday season?
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?
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
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
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.
Investors have been reminded of a few critical takeaways in 2020, including the value of diversification, the risk reduction value of bonds, and given enough time, stock prices tend to rise. What investment lessons did you learn this year? #AmeripriseResearch
Wishing you a very Merry Christmas!
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
HAPPY BIRTHDAY MICHAEL!!!!
HOPE YOU HAVE A GREAT DAY!!
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
HAPPY BIRTHDAY BRIAN!!
Wishing you a very happy birthday and many more to come.
HAPPY BELATED BIRTHDAY STAN!!!
Even though this is late, it’s never too late to wish you the best of everything always.
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
Happy New Year! So long, 2020.
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.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
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
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.
Happy Birthday Ann! Have a great day and a great year ahead!
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
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
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
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
HAPPY BIRTHDAY JOEY!!!!
HOPE YOU HAVE A GREAT DAY!!
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
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
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
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
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
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
HAPPY BIRTHDAY JOEY!!!!
HOPE YOU HAVE A GREAT DAY!!
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
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
It's a winter-ful life!
Wishing you a lovely Valentine’s Day!
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
FASTCOMPANY.COM
How to determine whether you should give financial support to loved ones
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
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
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
Happy Love Your Pet Day! How will you pamper your pet today?
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
It's a winter-ful life!
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
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
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
An emergency fund can cover expenses you don’t plan for. Let’s work together and determine how much money you should set aside. #AmericaSavesWeek
What future goal are you saving for? #AmericaSavesWeek
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
AMERIPRISEADVISORS.COM
Financial news and market insights - UDB Financial | Ameriprise Financial
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
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
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
An emergency fund can cover expenses you don’t plan for. Let’s work together and determine how much money you should set aside. #AmericaSavesWeek
What future goal are you saving for? #AmericaSavesWeek
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
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
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
AMERIPRISEADVISORS.COM
Financial news and market insights - UDB Financial | Ameriprise Financial
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
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
Happy St. Patrick’s Day!
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
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
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
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
AMERIPRISEADVISORS.COM
Financial news and market insights - UDB Financial | Ameriprise Financial
Stock prices are high, and investors are optimistic. Chief Market Strategist David Joy summarizes conditions and potential for a market correction.
AMERIPRISEADVISORS.COM
Implications of high stock valuations
Happy St. Patrick’s Day!
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
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
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
