Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Working toward your long-term financial goals starts with making the next right move.
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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Ameriprise Advisor
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.
AMERIPRISE.COM
Dealing with job loss
Staying focused amidst uncertainty can help you reach your future financial goals.
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
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.
NEWSROOM.AMERIPRISE.COM
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
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/
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
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
On Tuesday, December 1 at 12pm, Oasis Financial Services, LLC is pleased to offer this informational virtual webinar entitled "A Guide to Teaching Responsibility"
• This session is geared for clients with children between the ages of 10 and 25. We also encourage your children to attend if they are over the age of 13.
• We will cover some critical but basic financial concepts and strategies.
• We will share some strategies and techniques about how parents can help their children with financial literacy.
Please visit our website for complete information and to register:
https://www.ameripriseadvisors.com/team/oasis-financial-services/events
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
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.
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
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
