Working toward your long-term financial goals starts with making the next right move.
Meet the Team Monday featuring intern, Will Elvgren:
Will has been an intern for OakHeart Financial Group for nearly 2 years. Currently, he is earning his BS in Business Administration with a focus in Finance from Christopher Newport University. In his free time, Will enjoys mountain biking, hiking in Shenandoah National Park, running, and trying new restaurants. Fun fact about Will: “I’ve had two study abroad opportunities where I lived with French families and was immersed in their culture and language.”
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
Staying focused amidst uncertainty can help you reach your future financial goals.
We had a fantastic time during our Thirsty Thursday- Virtual Miami Cocktail Class last week! Everyone got into the spirits!
Meet the Team Monday featuring Financial Advisor, Edwin Yowell.
Edwin has been part of OakHeart Financial Group for 8 1/2 years. He received his BS in Public Administration from George Mason University. Outside of work he enjoys cooking on his smoker, coaching his son's baseball team, watching his daughter play softball and basketball and visiting local breweries. Fun fact about Edwin: "My wife and I live in a 100+ year old farm house that we completely renovated/restored in Gordonsville."
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Thank you to everyone who joined us for our virtual cooking class last week. The empanadas we learned to make came out beautiful and delicious. Here are some of pictures of the process and the final products.
Meet the Team Monday featuring: Private Wealth Advisor and Chief Financial Officer, Joe Feola. Joe has been working at OakHeart Financial Group since January of 2006. He graduated from Virginia Tech’s CFP board certified program.
In his free time he enjoys watching sports, playing golf, gardening, spending time with family (especially his 2-year old, Tess), and volunteering.
Fun facts: Joe has had only 1 professional job, post college- working at OFG! Also, Joe is now living raising his family in the same neighborhood where he grew up.
We had a team meeting yesterday where we actually saw each other in person and shared a meal together and had lots of laughs!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Our Charlottesville office will be closed this afternoon after 12:30 EST for a team retreat. We will also be closed on Monday for the Indigenous Peoples' Day/Columbus Day holiday. Please call our Client Easy Access line should you need immediate assistance: 800-862-7919. We hope you have a wonderful weekend!
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
Meet the Team Monday featuring, Business Development Manager, JoAnne Weaver.
JoAnne has worked at OakHeart Financial Group for 10 years. She received her BS at Radford University in Therapeutic and Outdoor Recreation. In her free time she enjoys hiking, cooking, knitting and teaching Jazzercise.
Fun fact about JoAnne: Her daughter recently got engaged! (See proposal photo.)
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
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
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.
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
Meet the Team Monday features: Financial Advisor, Michael Rodriguez.
Michael has been with OFG for 2 years now and is our one full-time person at our Palm Springs, CA office. He received his degree in Economics Administrative Studies with a focus in Finance from University of California Riverside.
In his free time he enjoys running, reading, playing guitar, walking his dog and visiting breweries.
Fun fact about Michael: He met Barry Manilow in the hallway at the office!
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors.
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
We have another new face at OakHeart Financial Group! Welcome, Bryan Hancock, Operations Specialist. We're excited to have you on our team!
We would like to welcome our newest interns to OakHeart Financial Group. Kaydy Vu and Sherry Virden are both students at the University of Virginia. #uva
We are excited to announce the team members that Jeff Rohr brings with him to OakHeart Financial Group. Please help us welcome our Richmond branch: Client Relationship Managers Erik Ott, CFP®, Lindsey Johnson, and David De La Ree Valencia, and Administrative Assistant, Cheryl Reynolds.
Welcome Jeff! We’re excited for what the future holds.
OakHeart Financial Group
October 28 at 2:44 PM ·
Please join us in welcoming Private Wealth Advisor, Jeff Rohr, CFP®, APMA® to OakHeart Financial Group. We are so excited about working with a colleague we've known for many years! Jeff practices at our Richmond branch.
Please join us in welcoming Private Wealth Advisor, Jeff Rohr, CFP®, APMA® to OakHeart Financial Group. We are so excited about working with a colleague we've known for many years! Jeff practices at our Richmond branch.
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
Please join us for this Market Update conference call on Thursday, Oct. 29th at 12:00. Click here for details.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
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.
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
Keep an eye on the future with financial advice, focused on you.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Meet the Team Monday featuring: Tammie Broaddus, Client Service Coordinator.
Tammie has been with OakHeart Financial Group for 2 years and 4 months. She received two degrees from Mary Washington University: BA in Economics and BA in Political Science.
In her spare time she enjoys attending musical festivals and sporting events. She visits local wineries and breweries as well. She loves being near the water, reading and taking walks.
Fun facts about Tammie: "I collaborated to brew a beer with my son when he was a head brewer at Three Notch’d Brewery in Richmond for mother’s day; I have wanted to be a grandmother for a very long time and it came true last December- I have a grandson- Connor Neale McMichael!!"
You are cordially invited to a virtual lunchtime workshop:
Wellness for Right Now: Nutritional, Physical, and Emotional Habits for Resilience During a Pandemic
Hosted by
OakHeart Financial Group, a private wealth advisory practice of
Ameriprise Financial Services, LLC
Presented by
Denise Stewart,
Writer, Actor, Director and Coach
Swamphatched Butterfly School
Do you bend like bamboo? Routines, healthy habits, and easy-going attitudes have been broken, disrupted, and at the very least challenged during these unusual times. This session will present 15 recommended home-based ideas, and a 30-Day Habit Guide/Challenge that will help you build resilience and get back to state of ease with your eating, exercising, and state of mind.
Tuesday, November 10, 2020
11:30AM
Via WebEx- click on link to website for link to join
We encourage you to share this invitation with friends, family members, and colleagues!
to 434-220-4671
or
joanne.p.weaver@ampf.com
There is no cost or obligation to attend.
3265482ACMR0120
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Today is National Take a Hike Day. Here are some of our outdoor treks. Do you have some good photos to share?
Meet the Team Monday features: Cheryl Reynolds, Administrative Assistant in our Richmond office.
Cheryl has been with Ameriprise Financial for 5 months. She received her BS in Business Administration and Management from Virginia Commonwealth University where she also met her husband her senior year.
In her free time she likes spending time with family, exploring beaches and trails and exercising and cooking.
Fun Fact About Cheryl: "I gained 2 sons in 2018 as BOTH of my daughters got married within 60 days of each other. Phew!"
Thank you Kitchenette Sandwich Shop for helping us deliver some serious comfort food to Ronald McDonald House of Charlottesville today. It's wonderful to have local restaurants teaming up with us to support those in need of a little love through nourishment.
Helping you keep an eye on the future is what we do best.
As capital markets react to the election and pandemic, We believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on our homepage.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Meet the Team Monday featuring Betsy Hancock, Administrative Assistant.
"I have been involved with OakHeart Financial Group from the start almost 28 years ago with being married to Michael, but have officially been working for 3 years now coordinating all travel for the team. My previous 23 year career was in Neonatal Intensive Care Nursing. I received my Bachelor of Science degree in Nursing from Salisbury University. I love to run, hike, travel, visit vineyards, read, and mostly enjoy spending time with my family. A fun fact is that I was an Ocean lifeguard for 3 years in college. "
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
Our friends in the Washington, D.C. area, perhaps you'd like to donate locally? Until November 29th we're matching funds up to $1250 to Food & Friends. Click here if you're interested:
FANDF.CONVIO.NET
Fundraise for Food & Friends - Food & Friends
Did you know that $1 donated to the Blue Ridge Area Food Bank can feed up to 8 people? Until November 29th we are matching up to $1,250. Click on the link below if you'd like to join us in helping those in need in our community.
https://www.brafb.org/oakheart/
BRAFB.ORG
OakHeart Financial Group Holiday Fund Raiser
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
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?
Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Facing Three Significant Headwinds | Ameriprise Newsroom
Our office will be closed Wednesday, November 25- Friday, November 27 for Thanksgiving. If you need assistance please call our Customer Easy Access Line at 800-862-7919.
West Coast clients and friends: maybe you'd like to give locally and have your donation matched? We're matching up to $1250 in donations to the The LGBT Community Center of The Desert food bank now through Thanksgiving weekend. Let us know if you donated so we can add it to our total!
https://app.etapestry.com/onlineforms/TheCenter_1/donation-1.html
How will you give back this holiday season?
Congratulations to Paige Ryan, Client Relationship Manager, for 2 years with our practice! She's a dedicated team member and her always positive attitude and smile are proof that she loves what she does.
Thank you to everyone who joined our holiday giving campaign. Our team donated $15,000 total to the following agencies. With your contributions they received a total of $20,607. This is an amazing amount of assistance for our community members in such need right now! These groups have extended huge gratitude to all of us. Blue Ridge Area Food Bank, Feeding Greene Inc. - The Food Pantry of Greene Co VA, The LGBTQ Community Center of the Desert, Food & Friends and AAP - Food Samaritans. #helpyourneighbors, #giveback
The Dow Jones Industrial Average closed above 30,000 for the first-time last week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s
NEWSROOM.AMERIPRISE.COM
Investors Look to the Future with Optimism | Ameriprise Newsroom
Meet the Team Monday: Featuring David De La Ree Valencia, Client Relationship Manager in our Richmond, VA office.
David has been with Jeff Rohr's Ameriprise practice since March of 2018 and officially became a member of our team two months ago.
He graduated from Virginia Tech – class of 2017 and studied Applied Economic Management – specialty in Financial Planning
He loves listening to music, going to live music events, and outdoor activities such as hiking, bike riding, and playing pickleball. Additionally he loves hanging with his new toy poodle, Carl.
Fun fact about David – "I am a first generation American and bi-lingual (both my parents were born and raised in Mexico)."
Thank you to JBD Mobile Catering & Events for helping us provide dinner tonight for the guests of Ronald McDonald House of Charlottesville. Again we are so grateful to our local restaurants for working with us to make this continue to happen!
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
NEWSROOM.AMERIPRISE.COM
When Bad News Becomes Good News | Ameriprise Newsroom
Meet the Team Tuesday featuring Intern, Kaydy Vu. Kaydy has been with OakHeart Financial Group for 3 months. She's currently a second-year at UVA, pursuing a degree in Commerce and Statistics. Her hobbies include volleyball, tennis, hiking and traveling. Fun fact about Kaydy- she's the oldest child and has two younger brothers.
How will you give back this holiday season?
Congratulations to Paige Ryan, Client Relationship Manager, for 2 years with our practice! She's a dedicated team member and her always positive attitude and smile are proof that she loves what she does.
Thank you to everyone who joined our holiday giving campaign. Our team donated $15,000 total to the following agencies. With your contributions they received a total of $20,607. This is an amazing amount of assistance for our community members in such need right now! These groups have extended huge gratitude to all of us. Blue Ridge Area Food Bank, Feeding Greene Inc. - The Food Pantry of Greene Co VA, The LGBTQ Community Center of the Desert, Food & Friends and AAP - Food Samaritans. #helpyourneighbors, #giveback
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
While the makeup of Congress remains uncertain, we believe it’s important to maintain pragmatism in this fluid environment. We remain committed to helping you navigate the near-term conditions
AMERIPRISEADVISORS.COM
Policy implications: economy, markets and taxation
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Investors Await News on Three Negotiations | Ameriprise Newsroom
Meet the Team Monday features private wealth advisor, Jeff Rohr.
Jeff has been with OakHeart Financial Group since Oct. 1, 2020 but a financial advisor for 27 years. He received his B.S. in Business from West Virginia University in 1985. His hobbies include hanging out at the lake, hiking, playing golf and working out.
Thank you to JBD Mobile Catering & Events for helping us provide dinner tonight for the guests of Ronald McDonald House of Charlottesville. Again we are so grateful to our local restaurants for working with us to make this continue to happen!
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
NEWSROOM.AMERIPRISE.COM
When Bad News Becomes Good News | Ameriprise Newsroom
Congratulations to our intern extraordinaire, Zach Hiter. He's officially a University of Virginia graduate! Zach received a BS in Economics and a minor in Statistics. He's currently searching for employment in data analytics. We're proud of you, Zach!
Our office will be closed from 12:30 Wednesday, Dec. 23rd through Friday, Dec. 25th.
Wishing you a very Merry Christmas!
Tammie celebrated her grandson, Connor’s, first birthday yesterday virtually! We just had to share this adorable photo.
What’s your favorite winter activity?
Meet the Team Monday featuring our Investment Manager, Richard Monroe. Richard had been with OakHeart Financial Group for 3 years and 5 months. He has a BS in psychology from Tulane University. He loves to travel, see live music and enjoys playing soccer. Fun fact about Richard: He was a volunteer EMT for two years.
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
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
Meet the Team Monday features: Lindsey Johnson, Client Relationship Manager in our Richmond office. Lindsey started working for Jeff Rohr in September of 2019 and joined OakHeart in October 2020. She received a BS in Applied Economic Management with a focus in Financial Planning from Virginia Tech in 2018. In her free time she enjoys riding her horse, Anton, spending time outdoors, exercising, watching Virginia Tech Basketball & Football and the Baltimore Ravens. Fun fact about Lindsey: She's welcoming her second 4-legged child (a new Cavalier King Charles Spaniel puppy) to her family in the spring of 2021!
Congratulations to our intern extraordinaire, Zach Hiter. He's officially a University of Virginia graduate! Zach received a BS in Economics and a minor in Statistics. He's currently searching for employment in data analytics. We're proud of you, Zach!
Our office will be closed from 12:30 Wednesday, Dec. 23rd through Friday, Dec. 25th.
Wishing you a very Merry Christmas!
Tammie celebrated her grandson, Connor’s, first birthday yesterday virtually! We just had to share this adorable photo.
What’s your favorite winter activity?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Meet the Team Monday: Today we feature Roman LeFebure, Investment Specialist. Roman has been with OakHeart Financial Group for 4 "very enjoyable" months. He graduated from University of Virginia with a B.S. in Commerce. In his free time he enjoys walking in nature, learning new things, cooking and watching movies. A fun fact about Roman: He has been to a World Series game every time the San Francisco Giants have played in it since he was born.
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.
IMAGES.CONTENT.WMPSMKTG.COM
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Happy New Year! So long, 2020.
Our office will be closing at 12:30 on Thursday, Dec. 31st and closed on Friday, Jan. 1st.
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
Meet the Team Monday features: Lindsey Johnson, Client Relationship Manager in our Richmond office. Lindsey started working for Jeff Rohr in September of 2019 and joined OakHeart in October 2020. She received a BS in Applied Economic Management with a focus in Financial Planning from Virginia Tech in 2018. In her free time she enjoys riding her horse, Anton, spending time outdoors, exercising, watching Virginia Tech Basketball & Football and the Baltimore Ravens. Fun fact about Lindsey: She's welcoming her second 4-legged child (a new Cavalier King Charles Spaniel puppy) to her family in the spring of 2021!
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Joe Feola, CFP® has been with OakHeart Financial Group 15 years now. He started as an intern and is now a private wealth advisor, co-owner and CFO of the practice. Joe has been instrumental in the growth and development of the business. We are truly grateful for his dedication and commitment to the team and our clients.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Meet the Team Monday: Today we feature Roman LeFebure, Investment Specialist. Roman has been with OakHeart Financial Group for 4 "very enjoyable" months. He graduated from University of Virginia with a B.S. in Commerce. In his free time he enjoys walking in nature, learning new things, cooking and watching movies. A fun fact about Roman: He has been to a World Series game every time the San Francisco Giants have played in it since he was born.
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.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
Happy New Year! So long, 2020.
Our office will be closing at 12:30 on Thursday, Dec. 31st and closed on Friday, Jan. 1st.
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
Meet the Team Monday featuring Bryan Hancock, Operations Specialist.
Bryan has been a member of OFG for 3 months- October only feels like yesterday!
He graduated from the University of Southern California in Writing for Screen and Television.
In his free time he likes running, reading, writing, procrastinating with his dogs, and he's trying to use quarantine as an inspiration to become a better cook.
Fun facts about Bryan: "I used to compete in triathlons nationally in college and I love costume parties."
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Joe Feola, CFP® has been with OakHeart Financial Group 15 years now. He started as an intern and is now a private wealth advisor, co-owner and CFO of the practice. Joe has been instrumental in the growth and development of the business. We are truly grateful for his dedication and commitment to the team and our clients.
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
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
Meet the Team Tuesday featuring Erik Ott, CFP®. Erik started as an intern with Ameriprise in June 2014. He has been with OakHeart Financial Group for 3 months. He graduated from Virginia Commonwealth University with a degree in finance and and another degree in business management. In his free time he enjoys traveling, being a dog dad and playing Jeopardy religiously.
Fun fact about Erik: "I'm a registered Native American of the Choctaw Tribe. I also love cheering on the Texas Longhorns."
We are so excited Will Elvgren will be with us full-time after his graduation this spring!
Will Elvgren
January 18 at 10:10 AM ·
After two great years of interning with OakHeart Financial Group, I’m very excited to announce that I will begin full-time as a Financial Planning Specialist in June. I’m beyond grateful for this opportunity and am excited to be working with such a dedicated and compassionate team. I am thankful for all of the support I have received from my family, friends, and Christopher Newport University community in preparing me to take this next step.
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
Congratulations to Erik Ott, our Client Relationship Manager on becoming a Financial Advisor! We are so proud of you! Erik is in our Richmond, VA office.
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
Meet the Team Monday featuring Sherry Virden! Sherry has been with OakHeart Financial Group for 3.5 months as an intern. She is a senior at the University of Virginia and will be graduating this spring with a B.A. in economics and a double minor in history and statistics.
Some of her hobbies are aerial skills, painting, calligraphy, writing and loving on her dog, Luka.
A fun fact about Sherry: she makes her own chocolate, and she's even made it from scratch the traditional Mayan way on a Metate!
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
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
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.
Giving back isn't all about money. Check out these tips on how to be charitable even when money is tight.
THESKIMM.COM
How to Be Charitable Even When Money’s Tight
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
It's our last Meet the Team Monday! Today we are featuring Sejal Patrikar.
Sejal has been an intern with OakHeart Financial Group for 1.5 years. She is currently a fourth-year student at the University of Virginia and will be graduating in May with a B.A. in Applied Statistics and a minor in Data Science. In her free time, she enjoys hiking, trying out new recipes, traveling, and spending quality time with her Westie, Mili.
Fun fact about Sejal: She has a growing bouncy ball collection and is on a competitive dance team called HooRaas!
We can help you envision a solid financial future – and build it.
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
Are you watching the game for the football or the commercials?
If you're watching the game, let us know who you think will win.
If you're watching the commercials, be sure to tell us your favorite!
Happy work anniversary, Edwin! We are thankful to have you on our team!
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
Happy birthday, Will! We all hope you have a great day!
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 Valentine's Day from OakHeart Financial Group!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Many of our team members love being outdoors and hiking, playing sports or running. How are you going to spend your time outside this weekend?
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
On Feb. 24 OakHeart Financial Group is hosting a virtual event on the psychology of investing: why we can be our own worst enemy.
RSVP below to join us!
AMERIPRISEADVISORS.COM
Financial seminars and events - OakHeart Financial Group | Ameriprise Financial
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
Congratulations to Michael Hancock, who has been named to the 2021 Forbes Best-in-State Wealth Advisors list. All of us at OakHeart Financial Group are proud to work alongside you to help each of our clients stay focused on, and achieve, their long-term financial goals.
AMERIPRISEADVISORS.COM
My financial planning approach - Michael Hancock | Ameriprise Financial
Did you know today is National Wine Day? Several of our team members enjoy visiting wineries.
Which do you prefer - red or white?
Happy work anniversary, Isaac! It's been a great first year and we are looking forward to many more!
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
One week until we host a virtual event on the psychology of investing: why we can be our own worst enemy.
RSVP below to join us!
AMERIPRISEADVISORS.COM
Financial seminars and events - OakHeart Financial Group | Ameriprise Financial
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
It's Girl Scout Cookie season! What is your favorite flavor?
Shopping local is one way to sustain our favorites shops. If you’re looking for new ways to show your support, we can help. #strengthinneighbors
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
When it comes to college education, the costs involved can be a lot. Education tax credits ease some tax liability.
WISERADVISOR.COM
6 Important Pointers to Know About Education Tax Credits | WiserAdvisor - Blog
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
Congratulations to Michael Hancock, who has been named to the 2021 Forbes Best-in-State Wealth Advisors list. All of us at OakHeart Financial Group are proud to work alongside you to help each of our clients stay focused on, and achieve, their long-term financial goals.
AMERIPRISEADVISORS.COM
My financial planning approach - Michael Hancock | Ameriprise Financial
If you don't finish that bottle of wine, how long will it last in the fridge?
FOODANDWINE.COM
The Best Way to Keep Wine Fresh After Opening? Buy the Right Bottle
It's Dr. Seuss's birthday!
Oh, The Places You'll Go! Is a favorite among the staff at OakHeart.
Other favorites are The Grinch, Green Eggs and Ham, The Cat in the Hat, Horton Hatches the Egg, Fox in Socks, One Fish, Two Fish and The Lorax!
What is your favorite Dr. Seuss book?
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
We all do what it takes to protect our loved ones. We can help you do what it takes to protect your family’s financial well being too.
It's Girl Scout Cookie season! What is your favorite flavor?
Shopping local is one way to sustain our favorites shops. If you’re looking for new ways to show your support, we can help. #strengthinneighbors
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
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
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
www.ameripriseadvisors.com
Together, we can work to envision your ideal financial future – and build it.
Congrats on 3 years with OFG, David! Happy to have you as a member of our team.
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
Today is National Pack Your Lunch Day! What are you having?
REALSIMPLE.COM
The Best, Easiest Way to Pack a Healthy Lunch
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
Happy birthday, Sejal! We hope you have a wonderful day!
Considering an encore career? You’re not alone. Continuing to work after you retire may make it easier to build a healthy retirement fund.
USATODAY.COM
40% of Americans expect to keep working in retirement. Is that right for you?
Hope you remembered to wear green today. Happy St. Patrick's Day!
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
www.ameripriseadvisors.com
Together, we can work to envision your ideal financial future – and build it.
Who misses get-togethers with friends and family? We sure do!
Learn how you could accelerate your savings and help fund your retirement dreams through this little-known IRA strategy
If you are constantly reusing leftovers, check out some tips on how to repurpose them to make lunch the next day even better!
REALSIMPLE.COM
8 Simple Ways to Repurpose Leftover Ingredients
Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.
NEWSROOM.AMERIPRISE.COM
On the Cusp of An Economic Boom: What Does it Mean for Investors? | Ameriprise Newsroom
Help your employees manage their money – don’t let it manage them. We can provide resources ranging from personal budgeting tools to saving strategies for long-term goals. Contact us today for help developing a #financialwellness plan.
It’s National Puppy Day! Here are Kristen’s #CovidCoworkers CoCo and BittyBlue. Let’s see your furry friends!
