The presidential election – and the policies of the two main party candidates – can have lasting implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observation on the current environment.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
As Yom Kippur begins tomorrow, OFG wishes our Jewish friends, colleagues, clients, and neighbors a meaningful observance.
As a local business, we want to encourage and support fellow local businesses. #OFGsupportslocal #communitystrong
It's the last full week of The Great Cycle Challenge-- take a look at our team page https://greatcyclechallenge.com/Teams/OrchardFinancialGroupFriends
Today is the first day of fall-- do you fall into any financial habits during this season? We find ourselves thinking about holiday giving, end of year tax planning, and reviewing our goals for the year.
On behalf of all of us at Orchard Financial Group, sending warm wishes to you and yours.
When there’s uncertainty in the market, OFG can help you make the next right move.
Did you know, our team can help you review the benefits offered through your employer? We offer consultation for clients as well as their kids entering the workforce. Let's talk if this is something you want to plan for.
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? We can work with your tax professional and evaluate your strategies.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
Are you a pilot that has been furloughed? Would you like to know if you are ready to retire? Take a look to learn more- https://bit.ly/31a2q5J
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
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. And as we approach the election, please remember to VOTE!
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
It's Election Day! Remember to stay safe and be counted. #vote #electionday
Some things may feel and look different election day tomorrow, but one thing remains the same: the importance of exercising your right to vote. #VOTE #VoteResponsibly
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.
TIME.COM
Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
While we may be at a safe social distance, we can still share some wonderful memories from this spooky holiday. Take a look at Claudine's kids enjoying the fall weather- what was your favorite costume growing up?
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Wishing you all a wonderful weekend- enjoy the haunts and spooks but remember to stay safe!
https://www.ameripriseadvisors.com/team/orchard-financial-group/events
https://www.ameripriseadvisors.com/team/orchard-financial-group/events
In the new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Take a look here.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Happy Thanksgiving- wishing you a happy and healthy holiday!
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
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
Are you a pilot exploring options due to the pandemic? As an experienced aviator, I am familiar with your options and can help you navigate the process. https://www.wsj.com/articles/delta-pilots-strike-deal-to-save-jobs-11606330101
Did you know, tomorrow, December 4th is National Cookie Day. Tomorrow Kristie is picking up cookies from her local bakery-- what kind of cookie will you be eating? #NationalCookieDay
As we have moved to a more digital world, these 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
We want to hear from you- some of our favorite traditions, restaurants & stores, and hobbies started from a recommendation.
Financial Advisor Phil here if you’ve changed jobs recently or are a pilot making a big decision, we can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
To all those celebrating Hanukkah, may your Hanukkah be filled with peace, joy and light.
We had a wonderful time at our virtual Fall Florals workshop the week of Thanksgiving- here are some of the gorgeous arrangements made by attendees. Do you see yours?
We are adopting a family this holiday season and invite you to join us! https://www.amazon.com/hz/wishlist/ls/1BAGBJ4F4IDY2?ref_=wl_share
OFG wants to hear from you- with only a few more days until the holidays, where are your favorite places to shop?
https://www.ameripriseadvisors.com/team/orchard-financial-group/events
Merry Christmas from your friends at Orchard Financial Group
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Wishing you a wonderful New Year! #NewYear #NewYearsEve
What are you hoping for in 2021?
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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images.content.wmpsmktg.com
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term #didyouknow #investing
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult directly with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day today?
Please stay safe. As Winter Storm Uri impacts states coast-to-coast, our thoughts are with everyone in the affected areas.
Sending everyone lots of love this Valentine's Day!
Congratulations to Anthony Perez, who has been named to the 2021 Forbes Best-in-State Wealth Advisors list. All of us at Orchard Financial Group are proud to work alongside you to help each of our clients stay focused on, and achieve, their long-term financial goals. anthonyap.com
Today we are sending many wishes for Happy Birthday to advisor Michael Kawase! Join us in the comments below to wish Mike a Happy Birthday.
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
Each Friday, advisor Alex Schams will be hosting Finance Fridays- a series dedicated to commonly asked questions surrounding finance. First, up -what’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
Post any questions you may have below!
There is still time to join us for our upcoming webinar - visit our website orchardfg.com or reach out to our office to learn more.
First-time home buyers are still facing difficulties in this market, despite being well-qualified for loans. With an example from Kristie's hometown in Texas, this article outlines some strategies to consider with your home purchases. https://www.cnn.com/2021/02/16/success/first-time-home-buyer-challenges-feseries/index.html
CNN.COM
Mortgage rates are at record lows, but first-time buyers still can't land a home
We get a long of questions for retirees about maximizing tax savings- this article walks through a few great items to remember as tax season is in full swing. https://www.aarp.org/money/taxes/info-2021/getting-ready-to-file-2020-taxes.html
AARP.ORG
What Seniors Should Know Before Filing 2020 Taxes
There is still time to join us for our upcoming webinar - visit our website orchardfg.com or reach out to our office to learn more.
First-time home buyers are still facing difficulties in this market, despite being well-qualified for loans. With an example from Kristie's hometown in Texas, this article outlines some strategies to consider with your home purchases. https://www.cnn.com/2021/02/16/success/first-time-home-buyer-challenges-feseries/index.html
CNN.COM
Mortgage rates are at record lows, but first-time buyers still can't land a home
Our practice is proud to see Ameriprise included in the 2021 Bloomberg Gender-Equality Index. The GEI is 380 companies strong, representing 44 countries and regions around the world committed to a more equal and inclusive workplace. #BloombergGEI https://bit.ly/3kOwZX2
We are proud to work for a firm that is dedicated to advancing representation, development and support of women. In recognition of #internationalwomensday yesterday, we hosted a firm-wide global discussion on gender bias and inequality. #AmeripriseWomen
Today, Orchard Financial Group celebrates International Women's Day! We celebrate the accomplishments of women across the world and want to highlight the amazing women we work with as clients, colleagues, and friends everyday. Join us in the comments to shout out an amazing woman in your life who inspires you!
We get a long of questions for retirees about maximizing tax savings- this article walks through a few great items to remember as tax season is in full swing. https://www.aarp.org/money/taxes/info-2021/getting-ready-to-file-2020-taxes.html
AARP.ORG
What Seniors Should Know Before Filing 2020 Taxes
There is still time to join us for our upcoming webinar - visit our website orchardfg.com or reach out to our office to learn more.
First-time home buyers are still facing difficulties in this market, despite being well-qualified for loans. With an example from Kristie's hometown in Texas, this article outlines some strategies to consider with your home purchases. https://www.cnn.com/2021/02/16/success/first-time-home-buyer-challenges-feseries/index.html
Mortgage rates are at record lows, but first-time buyers still can't land a home
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
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience” to advisors via phone support.
Orchard Financial Group is proud to represent an organization that provides an excellent experience to advisors – allowing us to do the same for clients like you. https://bit.ly/3rgdCsp
Don’t forget to spring ahead! Daylight Saving Time starts March 14th!
Our practice is proud to see Ameriprise included in the 2021 Bloomberg Gender-Equality Index. The GEI is 380 companies strong, representing 44 countries and regions around the world committed to a more equal and inclusive workplace. #BloombergGEI https://bit.ly/3kOwZX2
We are proud to work for a firm that is dedicated to advancing representation, development and support of women. In recognition of #internationalwomensday yesterday, we hosted a firm-wide global discussion on gender bias and inequality. #AmeripriseWomen
Today, Orchard Financial Group celebrates International Women's Day! We celebrate the accomplishments of women across the world and want to highlight the amazing women we work with as clients, colleagues, and friends everyday. Join us in the comments to shout out an amazing woman in your life who inspires you!
One of a kind financial advice for your one of a kind financial goals.
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
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience” to advisors via phone support.
Orchard Financial Group is proud to represent an organization that provides an excellent experience to advisors – allowing us to do the same for clients like you. https://bit.ly/3rgdCsp
Don’t forget to spring ahead! Daylight Saving Time starts March 14th!
Our practice is proud to see Ameriprise included in the 2021 Bloomberg Gender-Equality Index. The GEI is 380 companies strong, representing 44 countries and regions around the world committed to a more equal and inclusive workplace. #BloombergGEI https://bit.ly/3kOwZX2
We are proud to work for a firm that is dedicated to advancing representation, development and support of women. In recognition of #internationalwomensday yesterday, we hosted a firm-wide global discussion on gender bias and inequality. #AmeripriseWomen
