We are excited to share that our advisor Matt Brewers has just been named a Private Wealth Advisor! Only 17% of advisors at Ameriprise have earned this coveted title. Please help us congratulate Matt, and share the great work that he does with your friends, family, and colleagues. Congratulations on this impressive accomplishment Matt!
Do you have an estate plan in place? Fathom Advisors COO, Todd Doroff, discusses the importance of establishing an estate plan and reviewing it often.
File Number: 3115845
Having the right fit for an advisor is critical. If you prefer to work with a female Private Wealth Advisor, we'd like to introduce you to our incredibly accomplished colleague Elizabeth Stokes, who was recently recognized in Forbes. She has a passion for helping her clients understand the complexities of their financial situation and achieve their goals.
FATHOMADVISORS.COM
Congratulations to Elizabeth Stokes!
The S&P 500 climbed 20.5% in Q2, its best quarterly result in over 20 years. While equity markets have shown resilience, momentum has tapered off as index levels approach previous highs and COVID-19 cases increase amid reopening efforts. #AmeripriseResearch
Talking to your kids about money can be tough. Fathom Advisors CEO, Randy Doroff, shares some strategies to help guide you through this conversation.
File Number: 3116500
FATHOMADVISORS.COM
Kids and Money
October is Women’s Small Business Month. If you’re thinking about starting a business, we can help with financial tips and other considerations for getting your new venture off the ground.
Elizabeth Stokes representing us at the Chaska Chanhassen Hockey Association golf tournament in October. Over $4k was raised for the association. These donations will continue to help build this awesome youth hockey organization!
Today, and every day, we honor those who've sacrificed so much to protect our families and freedom. THANK YOU, VETERANS!
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'd be more than happy to help!
AMERIPRISEADVISORS.COM
New pandemic relief package
No matter what you celebrate, we hope this season of your year has been filled with joy.
Wishing you a happy, safe & warm holiday!
Wishing you and your family an abundance of love and a safe & happy Thanksgiving!
