Hello and welcome to my business facebook page. I have been an advisor with Ameriprise Financial for over 27 years. My primary areas of focus are Retirement Planning, Retirement Income Strategies, Wealth Accumulation, Portfolio Management and Tax Planning.
I will be posting information about pertinent financial topics, market and economic outlooks and updates from my practice.
Please contact my office at (309) 342-8008 with any questions or interests you may have.
Thanks for following my page!
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
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
The S&P 500 index fell for the fourth straight week despite improvements in the tech sector. Ameriprise Chief Market Strategist David Joy shares an update on factors that have contributed to increased volatility.
NEWSROOM.AMERIPRISE.COM
Volatility Increases as Investors Grapple with Mixed Data | Ameriprise Newsroom
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Put stock market conditions into perspective within a portfolio. 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 proposals. Watch on my homepage.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
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
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
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.
No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.
Watch an Ameriprise expert summary of stock market and election implications for the current investment environment, including: COVID-19 trends and potential fiscal relief, U.S. and China trade, the outlook for stocks in 2021 and investment focus areas.
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.
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
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
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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Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Happy New Year! So long, 2020.
