We're thrilled to announce that the incomparable CJ Charlebois was named a Forbes Best-In-State Wealth Advisor for 2020! Each advisor on this list was chosen based on a combination of qualitative and quantitative criteria, but we didn't need to see the requirements to know CJ is one of the best! Every day we are so proud of her hard work and commitment to her clients, but today we want to say a special congratulations on this accomplishment!
https://www.ameripriseadvisors.com/clara.j.charlebois/profile
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Andrew and Victoria recently spent time leaf peeping in Stowe.
How lucky are we to call this beautiful place home?
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Coffee is produced locally, consumed daily and today, it’s celebrated. Go ahead, have another cup!
Happy National Coffee Day!
Over the weekend, CJ, Chris (and Arlo) parked at the trail head of the Burrows Trail. They hiked the Forest City trail up to the Long Trail, then took that to the summit. On the way down, They used Burrows Trail. Hundreds of people had the same idea. They didn't set any speed records but it was a beautiful day spent together. The view at the top of Camels Hump never gets old.
All of us at Guided Wealth Advisors are proud to share that Working Mother magazine named CJ Charlebois Melendy one of their Top Wealth Advisor Moms for 2020! Congratulations, CJ and thank you to our wonderful clients for making this possible.
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Amy has been enjoying her kayak on Piney Run Lake in Maryland, where the leaves have finally begun to change despite the warm temperatures. It looks beautiful.
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.
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Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
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?
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
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.
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Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
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.
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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.
The S&P 500 posted its best election week in almost 90 years. Investor confidence also rose above its historical average for the first time in 34 weeks as election clarity overshadowed growing COVID-19 cases and fiscal stimulus uncertainties. #AmeripriseResearch
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
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The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.
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Election Week is Here: How Markets Might React | Ameriprise Newsroom
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? We can help ensure your strategy is getting you one step closer to retirement.
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IRA limits and eligibility
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
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Important upcoming retirement account and tax filing dates
A very happy birthday to the wonderful CJ! We hope you enjoy your special day.
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.
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New President; Same Market | Ameriprise Newsroom
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
