“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
Staying focused amidst uncertainty can help you reach your future financial goals.
Consider five factors that could influence stock prices in the final quarter of 2020.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Last week the S&P 500® index fell for the third straight week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Mixed Economic Data and Comments from the Fed Send Stocks Lower | Ameriprise Newsroom
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Investors appear optimistic Wednesday despite an unclear path to sustained economic recovery.
FORBES.COM
Stocks Rally After Trump’s Back And Forth On Stimulus As Fed Warned Against Stifling Aid
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.
AMERIPRISE.COM
5 types of fraud to watch out for
October is Women’s Small Business Month. If you’re thinking about starting a business, I can help with financial tips and other considerations for getting your new venture off the ground.
Join us tomorrow evening!
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
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
Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from #AmeripriseResearch on today's market swings.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
Don’t worry about tomorrow. Plan for it. We can review your long-term goals to avoid short-term worry.
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
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Wishing you a safe, fun and spooky Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Do you want to make an impact with your legacy? Let’s talk about strategies to help make it happen.
You don't to be a dad to deliver a high-quality Dad Joke around here. While keeping our distance and masking up, Marisa gets a chuckle with her timely joke.
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
U.S. equities were down today. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
U.S. equities were down today. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
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
Financial wellness programs are the #1 benefit employees want in 2021. I can help your employees better understand their financial situation to plan for the future. #financialwellness
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. We can help you benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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.
AMERIPRISEADVISORS.COM
The impact of federal stimulus on bond portfolios
U.S. equities were down yesterday. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
Many employers will match a certain amount of what you save in a retirement plan. If you don’t maximize the match, you're leaving money on the table. #AmericaSavesWeek
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
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
An emergency fund can cover expenses you don’t plan for. Let’s work together and determine how much money you should set aside. #AmericaSavesWeek
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience” to advisors via phone support. I'm proud to represent an organization that provides an excellent experience to advisors – allowing me to do the same for clients like you. https://bit.ly/3rgdCsp
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
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
“I am content with what I have, little be it, or much.” - John Bunyan
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
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
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
Happy St. Patrick’s Day!
How are you following your truth?
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Don’t forget to spring ahead! Daylight Saving Time starts today.
Because of the complex rules associated with the Social Security program, many retirees don’t realize they’re entitled to receive some benefits. I can help ensure you’re taking full advantage of the benefits you’ve earned.
AMERIPRISE.COM
3 tips to help you maximize your Social Security benefit amount
"Do not give, as many rich men do, like a hen that lays her eggs ...and then cackles." - Henry Ward Beecher
Our local businesses and non-profits keep us going in so many ways. If you’re looking for a new way to help keep them thriving, I can help. #communitystrong
Spring has sprung! What are you hoping to accomplish this season?
Wishing you much happiness on International Happiness Day!
Together, we can work to envision your ideal financial future – and build it.
