The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend.
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Is your portfolio on the right side of digitalization?
Wondering how to make good use of your dividends? I can help you evaluate your options.
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Dividends: Take the cash or reinvest?
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers.
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5 key drivers for stocks in the near term
Life insurance solutions can do more than provide income to loved ones when you pass away. Let's discuss how you can use life insurance to help you achieve some unexpected financial goals.
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Insurance solutions later in life
Staying focused amidst uncertainty can help you reach your future financial goals.
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job.
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Dealing with job loss
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Working toward your long-term financial goals starts with making the next right move.
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.
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5 types of fraud to watch out for
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.
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5 types of fraud to watch out for
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
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Maintaining Financial & Investment Confidence | Ameriprise Financial
Has the pandemic caused you to overspend online? These strategies may help.
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Shopping too much online? Here's how to cut back
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
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Where is the economy headed?
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
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A pragmatic, pre-election view of the market
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
Wishing you a safe, fun and spooky Halloween!
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects.
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Tax and deficit implications of the election
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
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Where is the economy headed?
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
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Guide to understanding Medicare open enrollment
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
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A pragmatic view of the market
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
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These are your 2021 401(k) and IRA contribution limits
We can help you use the time-tested strategies of portfolio diversification and asset allocation to help mitigate risk.
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Loss mitigation for your investment portfolio
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.
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The Country and Investors Await Election Results | Ameriprise Newsroom
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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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.
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What to tell your adult kids when planning your estate
As capital markets react to the election and pandemic, I 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 my homepage.
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2020 U.S. election impacts
Amid rising bond defaults, it can be challenging to find yield for your income goals. Head of Fixed Income Brian Erickson shares potential solutions to discuss, including asset quality, investment segments and weighting.
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.
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Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
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5 Ways to Get Your Pandemic Holiday Spending Under Control
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
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Video: Insights for election and COVID-19 conditions
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
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Best Ways For Grandparents To Teach Grandkids About Money
As capital markets react to the election and pandemic, I 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. G>
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2020 U.S. election impacts
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.
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Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
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Find a Financial Advisor who is right for you | Ameriprise Financial
Working toward your long-term financial goals starts with making the next right move.
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
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What's next for investors?
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.
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Markets Facing Three Significant Headwinds | 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?
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
How will you give back this holiday season?
It’s not too late to save on your 2020 taxes. We can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
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Year-end tax strategies that could save you money
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
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Strategic moves 5, 2 and 1 year from retirement
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
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How to Not Financially Paralyze Your Children | Kiplinger
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MULTPL.COM
Shiller PE Ratio
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
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When Bad News Becomes Good News | Ameriprise Newsroom
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
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Find a Financial Advisor who is right for you | Ameriprise Financial
Which 2020 learnings should you consider for your 2021 portfolio? A summary of the markets at year-end from Ameriprise Chief Market Strategist Anthony Saglimbene can help.
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Reflections on the 2020 stock market
What could policy changes and the pandemic mean for your portfolio in the near term? Ameriprise market and economy experts summarize the current landscape.
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What's next for the U.S. economy and stock market?
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.
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Policy implications: economy, markets and taxation
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
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Real or Fake? How to Spot COVID-19 Scams
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.
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Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
While the makeup of Congress remains uncertain, I believe it’s important to maintain pragmatism in this fluid environment. I remain committed to helping you navigate the near-term conditions. <
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Policy implications: economy, markets and taxation
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
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Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
Which 2020 learnings should you consider for your 2021 portfolio? A summary of the markets at year-end from Ameriprise Chief Market Strategist Anthony Saglimbene can help.
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Reflections on the 2020 stock market
What could policy changes and the pandemic mean for your portfolio in the near term? Ameriprise market and economy experts summarize the current landscape.
AMERIPRISEADVISORS.COM
What's next for the U.S. economy and stock market?
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.
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Policy implications: economy, markets and taxation
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What's next for the U.S. economy and stock market?
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New pandemic relief package
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
While the makeup of Congress remains uncertain, I believe it’s important to maintain pragmatism in this fluid environment. I remain committed to helping you navigate the near-term conditions. <
AMERIPRISEADVISORS.COM
Policy implications: economy, markets and taxation
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
Which 2020 learnings should you consider for your 2021 portfolio? A summary of the markets at year-end from Ameriprise Chief Market Strategist Anthony Saglimbene can help.
AMERIPRISEADVISORS.COM
Reflections on the 2020 stock market
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers.
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The Covid relief bill will keep these tax breaks around even longer
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What's next for the U.S. economy and stock market?
AMERIPRISEADVISORS.COM
New pandemic relief package
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
While the makeup of Congress remains uncertain, I believe it’s important to maintain pragmatism in this fluid environment. I remain committed to helping you navigate the near-term conditions. <
AMERIPRISEADVISORS.COM
Policy implications: economy, markets and taxation
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
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
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
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What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
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Why Gen Xers Are Way More Worried About Money Than Boomers
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
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Identity theft: What you need to know
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Financial news and market insights - HB Financial Strategies | Ameriprise Financial
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
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
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
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
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
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Kids and money: 6 money management tips
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Financial news and market insights - HB Financial Strategies | Ameriprise Financial
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
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
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
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
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance.
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4 considerations for savings and debt
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
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3 smart actions for the new year
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. I can help you benefit from tax diversification.
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How you can benefit from tax diversification
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.
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12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
Are you engaged or newly married?
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Marriage and Finances
It’s not too late to reduce your 2020 tax bill. I can work with your tax professional to implement smart tax strategies that could save you money.
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A smaller tax bill for 2020?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
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RMDs are back for 2021
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance.
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
3 smart actions for the new year
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
FASTCOMPANY.COM
How to determine whether you should give financial support to loved ones
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
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RMDs are back for 2021
It’s not too late to reduce your 2020 tax bill. I can work with your tax professional to implement smart tax strategies that could save you money.
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A smaller tax bill for 2020?
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
For those age 70 1/2 and older, there’s a tax-advantaged way to help support your favorite charity. Learn more.
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more?
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Diversified tax benefits today and tomorrow
Charitable organizations need our help more than ever. Here are some tips on how to make giving back part of your financial plan.
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How to Make Charitable Giving Part of Your Budget
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
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Capital markets outlook
Even the most successful professionals benefit from professional financial advice. Let’s talk.
As the new presidential administration announces policy directions, what could it mean for your financial investments and goals? Ameriprise Chief Market Strategist David Joy summarizes what to watch for in a potential pandemic relief package, the stock market, taxes and U.S./China trade.
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Investor implications of the new executive branch
Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks.
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The bull and bear case for stocks
Federal stimulus programs continue to aid the U.S. economy and capital markets. Ameriprise VP of Fixed Income Brian Erickson summarizes the main implications for bond yields and returns this year.
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The impact of federal stimulus on bond portfolios
Underestimating medical expenses is one common financial mistake in retirement. Learn how Medicare doesn’t cover the costs of dental, vision or assisted living care.
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5 financial mistakes to avoid in retirement
Medicare enrollment can be difficult to navigate. I can review your options and help you plan for future health care costs.
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5 things to know about Medicare
If you have health insurance enrollment before the year ends, we can help you select coverage options that are consistent with your needs and financial goals.
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Health insurance checklist: How to choose
https://www.marketwatch.com/story/dont-expect-an-economic-boom-because-theres-little-pent-up-consumer-demand-11614116049?mod=mw_latestnews
MARKETWATCH.COM
Opinion: Don’t expect an economic boom from stimulus, because there’s little pent-up consumer demand
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
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.
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Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
As the new presidential administration announces policy directions, what could it mean for your financial investments and goals? Ameriprise Chief Market Strategist David Joy summarizes what to watch for in a potential pandemic relief package, the stock market, taxes and U.S./China trade.
AMERIPRISEADVISORS.COM
Investor implications of the new executive branch
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
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Financial news and market insights - HB Financial Strategies | Ameriprise Financial
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
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Early retirement tax strategies
https://www.marketwatch.com/story/dont-expect-an-economic-boom-because-theres-little-pent-up-consumer-demand-11614116049?mod=mw_latestnews
MARKETWATCH.COM
Opinion: Don’t expect an economic boom from stimulus, because there’s little pent-up consumer demand
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
AMERIPRISEADVISORS.COM
Understanding investment fraud
Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks.
AMERIPRISEADVISORS.COM
The bull and bear case for stocks
Market movements from deep lows to record highs the past year re-affirm the importance of maintaining a balanced portfolio.
AMERIPRISEADVISORS.COM
Preparing your investment portfolio for the unexpected
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
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
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.
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Market and economic outlook
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, I am here to help.
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Pandemic relief recap
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.
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Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
Stock market declines are a natural—and often unnerving—part of investing, but there are ways you can stay invested with some protections. Let’s talk about ways to add confidence to your retirement planning.
Did you know: For every degree you lower your thermostat, you can lower energy costs by 5%. #moneysavingtips #energysavingstips #savetoinvest
Pandemic legislation, such as the CARES Act and Families First Coronavirus Response Act, include potential tax breaks for people who are self-employed. Let’s have a conversation with your tax professional about what you can do before you file.
MARKETWATCH.COM
If you’re self-employed, don’t file your taxes without taking advantage of these two new tax breaks
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Stock prices are high, and investors are optimistic. Chief Market Strategist David Joy summarizes conditions and potential for a market correction.
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Implications of high stock valuations
The IRS extended the federal tax filing deadline to May 17 for most regions of the country. Residents of Texas, Louisiana and Oklahoma have until June 15 to file. We can work with your tax professional to help ensure you’re ready.
USATODAY.COM
IRS tax deadline changes with income taxes and payments due May 17 to give taxpayers more time amid COVID
Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.
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On the Cusp of An Economic Boom: What Does it Mean for Investors? | Ameriprise Newsroom
The 10-year U.S. Treasury yield is back to one-year highs. A continued bump up in rates, especially if the pace remains aggressive, could keep stock volatility higher than average and put short term pressure on Growth/Tech stocks. #AmeripriseResearch
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.
AMERIPRISEADVISORS.COM
Market and economic outlook
