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.
AMERIPRISEADVISORS.COM
Is your portfolio on the right side of digitalization?
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
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.
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
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
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
Teach your employees how to avoid heavy debt this holiday season with a refresher on budgeting basics. Contact us to learn more. #financialwellness #blackfriday
Today is World Kindness Day. How will you show your kindness to those around you today?
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
Why worry about tomorrow when you can plan for it? Personal financial advice can help. Give me a call today at 507-444-0901.
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
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Even the most successful professionals benefit from professional financial advice. Let’s 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
Here's our second installment of 2 Truths and a Lie. Advisor Christina Wetmore is our subject this week. Can you guess which statement below is a lie??
Was once a penguin caretaker
Attended the David Letterman show for her 21st birthday
Is related to Kelly Ripa
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All of us at Dufresne, Wayne & Associates are excited to announce that we are recipients of the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Dufresne, Wayne & Associates team and the great experience we work so hard to provide for our clients every day. Thanks for your support!
