We are concerned about the recent increase in COVID-19 cases and would like to take a step back to the precautions we were observing earlier this year and ask clients meet with us either virtually or over the phone. We value your safety, and the safety of our team and their families, and ask that you please refrain from coming into the office unless it is an urgent matter.
We are very much looking forward to seeing our clients face to face when it is safe to do so!
Working toward your long-term financial goals starts with making the next right move.
Staying focused amidst uncertainty can help you reach your future financial goals.
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
The last stop on our Fall stress relief project was Hansen Elementary in Cedar Falls, a school that is special to Drew's family. Thank you to the staff at Hansen for all you do to take care of the students!! 📓🖍🍎⭐️
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
Happy Monday! Stephanie chose Janesville Schools as the recipient of her stress relief thank you gift bags. A big shout out to Scooters Coffee in Waverly for donating 6 boxes of coffee to go for our delivery today!!
After attempting to homeschool last spring, we have a greater appreciation for all of our school staff...you all deserve this every. single. day. 💖
Janesville CSD
Scooter's Coffee
We are concerned with the increase in COVID-19 cases in our area and want to continue to conduct operations with as much caution as possible. In order to do so, we are choosing phone calls or virtual options for client meetings. We ask that anyone coming into our office wear a face mask. We very much look forward to seeing our clients face to face when it is safe to do so!
Please also take note that we have canceled our National Day of Service volunteer event at the Northeast Iowa Food Bank set for Friday, November 13th. We always enjoy partnering with the food bank and are eager to work with them again in the future.
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
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
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. We'd especially like to thank our own Brent Schmitz for his service!
Brent has shared some pictures with us from 2010 when he was serving overseas in Kosovo.
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
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
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
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
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
