In observance of breast cancer awareness month, in the month of October, I will be donating a portion of our revenue to the Livestrong Foundation. This donation is in support of all our friends, family, clients and their families who have been affected by cancer. The Livestrong foundation was an important part of my family’s battle with cancer which is why is so important to me personally to give back.
The Livestrong Foundation is dedicated to finding and funding disruptive, energetic, breakthrough ideas that ensure each and every person living with cancer doesn’t just survive, they Livestrong. To learn more please visit their website www.livestrong.org
LIVESTRONG.ORG
Livestrong
Call me for all your investment, retirement and financial planning needs.
Video credit: my amazing sister Megan Jolly
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
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
Do you have questions about your investments or retirement accounts? Maybe you are unsure if you’re on track to meet your financials goals. Whatever the case, my team and I can help. Call today for a no cost consultation, and let me show you how with the right financial advisor, life can be brilliant.
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
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
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
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. I’m here to help.
AMERIPRISE.COM
Dealing with job loss
Call me for all your investment, retirement and financial planning needs.
Video credit: my amazing sister Megan Jolly
Legal file 3177595
Sick of the cookie cutter investments that most Financial Advisors use? Allow me to develop a customized portfolio strategy that meets your needs.
Video credit: Megan Jolly
Legal file 3177595
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.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
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
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
It was an active trading day. Take a look at a summary of today’s events from #AmeripriseResearch.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.
NEWSROOM.AMERIPRISE.COM
The Country and Investors Await Election Results | Ameriprise Newsroom
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Election Week is Here: How Markets Might React | Ameriprise Newsroom
From this week’s issue of the Record Journal
MYRECORDJOURNAL.COM
Five ways to make the most of your tax refund
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
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.
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
