Mark your calendars for September 16th!
We are excited to host DJ Ponder, VP and Senior Advisor Consultant with Invesco Global Asset Management, who will present “2020 US Presidential Election: 10 Truths No Matter Who Wins.” We hope you have the time to join us on this informational webinar.
For more information: call us at 405.605.0224 or email Matthew.Hechtner@ampf.com
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Ameriprise Advisor
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
If you have someone in your life with college ambitions, let’s talk about saving strategies.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
Wishing you a safe, fun and relaxing Labor Day!
Clients and friends,
Due to the spread of COVID-19, our office has decided to follow CDC recommendations and work remotely for the time being. We are still operating normally with advisors and staff available and ready to help. Our team remains committed to exceptional client service no matter where we are. If you have any questions please do not hesitate to call or e-mail.
Sincerely,
The Team at Williams, Self & Associates
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Today at Noon, we are excited to host John Tousley, Managing Director and Global Head of Market Strategy for Goldman Sachs Asset Management, who will present “Market And Economic Perspectives - Breaking Out From The Outbreak.” Please feel free to invite your family, friends and colleagues to this timely webinar!
Information for attending the webinar can be found by contacting our team.
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
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
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
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
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.
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
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.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are your wellness goals for the new year?
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
