We had a team meeting yesterday where we actually saw each other in person and shared a meal together and had lots of laughs!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Our Charlottesville office will be closed this afternoon after 12:30 EST for a team retreat. We will also be closed on Monday for the Indigenous Peoples' Day/Columbus Day holiday. Please call our Client Easy Access line should you need immediate assistance: 800-862-7919. We hope you have a wonderful weekend!
Working toward your long-term financial goals starts with making the next right move.
Meet the Team Monday featuring intern, Will Elvgren:
Will has been an intern for OakHeart Financial Group for nearly 2 years. Currently, he is earning his BS in Business Administration with a focus in Finance from Christopher Newport University. In his free time, Will enjoys mountain biking, hiking in Shenandoah National Park, running, and trying new restaurants. Fun fact about Will: “I’ve had two study abroad opportunities where I lived with French families and was immersed in their culture and language.”
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
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors.
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
We have another new face at OakHeart Financial Group! Welcome, Bryan Hancock, Operations Specialist. We're excited to have you on our team!
We would like to welcome our newest interns to OakHeart Financial Group. Kaydy Vu and Sherry Virden are both students at the University of Virginia. #uva
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
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
Working toward your long-term financial goals starts with making the next right move.
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Today is National Take a Hike Day. Here are some of our outdoor treks. Do you have some good photos to share?
Meet the Team Monday features: Cheryl Reynolds, Administrative Assistant in our Richmond office.
Cheryl has been with Ameriprise Financial for 5 months. She received her BS in Business Administration and Management from Virginia Commonwealth University where she also met her husband her senior year.
In her free time she likes spending time with family, exploring beaches and trails and exercising and cooking.
Fun Fact About Cheryl: "I gained 2 sons in 2018 as BOTH of my daughters got married within 60 days of each other. Phew!"
Happy work anniversary, Edwin! We are thankful to have you on our team!
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
Happy birthday, Will! We all hope you have a great day!
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Giving back isn't all about money. Check out these tips on how to be charitable even when money is tight.
THESKIMM.COM
How to Be Charitable Even When Money’s Tight
