Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools. Enroll for the Secure Site on www.limestonewealthadvisors.com
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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Even in the most challenging of times, we can work together to help you navigate uncertainty.
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.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/is-your-portfolio-on-the-right-side-of-digitalization
AMERIPRISEADVISORS.COM
Is your portfolio on the right side of digitalization?
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
When there’s uncertainty in the market, we can help you make the next right move.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals. Give us a call at (502)894-9366 to set up a consultation.
Interested to learn how an employee financial wellness program would round out your existing benefits package? We can show you how. #nationalfinancialplanningmonth
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/where-is-the-economy-headed/
AMERIPRISEADVISORS.COM
Where is the economy headed?
Limestone Wealth Advisors, Ameriprise Financial
October 21 at 6:00 PM ·
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/tax-and-deficit-implications-of-the-election
AMERIPRISEADVISORS.COM
Tax and deficit implications of the election
Limestone Wealth Advisors, Ameriprise Financial
October 22 at 10:02 AM ·
Just a reminder that our virtual Social Security event is tomorrow at 6:00pm!
Just a reminder that our virtual Social Security event is tomorrow at 6:00pm!
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
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?
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Let's connect and make sure you’re maximizing your retirement savings options.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/a-smart-strategy-for-retirement-income-and-taxes
AMERIPRISEADVISORS.COM
A smart strategy for retirement income and taxes
We can help you use the time-tested strategies of portfolio diversification and asset allocation to help mitigate risk.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/loss-mitigation-for-your-investment-portfolio
AMERIPRISEADVISORS.COM
Loss mitigation for your investment portfolio
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement. You can give us a call at (502)894-9366 to set up a meeting.
No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.
Communication can go a long way when it comes to estate planning. Whether you share dollar-to-dollar details or a high-level picture, sharing your plan with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/2020-us-election-impacts
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
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
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
https://www.ameripriseadvisors.com//team/limestone-wealth-advisors/insights/2-key-considerations-for-emerging-market-investments/?CID=gs_nov20_MODemergingmarkets
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
We love being apart of the St. Matthews community!
Chamber of St. Matthews
November 20 at 6:34 PM ·
Thank you to these members who renewed their membership this week:
502 Hemp Wellness Center
Banks Floor Covering Inc.
Bill Brundage Jewelers
Bluegrass Oxygen, Inc.
Hornbeam, LLC
J&S Associates
John Singler Attorney, PLLC
K&M Construction, LLC
Kristy Dugan Property Group
Limestone Wealth Advisors, Ameriprise Financial
Lincoln Foundation
Louisville Surgery Center
RC Medical Consultant
The Law Office of Eric Crump
This I Believe
Walter Wagner Jr. Company LLC
William F. McMurray & Associates
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
https://www.ameripriseadvisors.com//team/limestone-wealth-advisors/insights//whats-next-for-investors/?CID=gs_nov20_MODwhatsnext
AMERIPRISEADVISORS.COM
What's next for investors?
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
Large and small-cap stocks have now recovered pandemic losses, but short-term trends may continue to influence market dynamics. Investors should remain cautiously optimistic and continue to lean heavily on high-quality investments through year-end. #AmeripriseResearch
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
Small Business Saturday is 11/28! comment some of your favorite small local businesses!
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Today is National Cookie Day. Will you be picking up cookies from a favorite local bakery or baking a batch with your family?
How will you give back this holiday season?
The Dow Jones Industrial Average closed above 30,000 for the first-time last week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s
NEWSROOM.AMERIPRISE.COM
Investors Look to the Future with Optimism | Ameriprise Newsroom
Please join us in wishing Tracy Redmon a Happy Birthday!
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
On Pearl Harbor Remembrance Day, we take a moment to think of the brave men and women we lost on this day 79 years ago.
Investors have been reminded of a few critical takeaways in 2020, including the value of diversification, the risk reduction value of bonds, and given enough time, stock prices tend to rise. What investment lessons did you learn this year? #AmeripriseResearch
What are your favorite holiday traditions and how are you modifying them to stay safe this year? What festivities are you really missing? Limestone Wealth Advisors wishes you a happy and healthy holiday season!
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Please join us in wishing Belinda Gantz a Happy Birthday!
Congratulations are also in order for Thomas Harvey and his new wife Makayla! The newlyweds had a beautiful Christmas themed wedding in Cynthiana, KY! While 2020 has been an unpredictable year, we love being able to celebrate love!
Congratulations are in order for Scott Dingle and his wife Katie! Scott and Katie recently got married in Hawaii. Please join us in wishing them a life of love and happiness!
What’s your favorite winter activity?
Wishing you a very Merry Christmas!
Happy New Year! So long, 2020.
Our office will be closed for the New Years Holiday starting Thursday, December 30 at 9:00 AM and will re-open Monday, January 4, 2021 at 9:00AM EST. Have a safe and Happy New Year!
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, we would be glad to help.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/new-pandemic-relief-package
AMERIPRISEADVISORS.COM
New pandemic relief package
Wishing you a very Merry Christmas!
What are you looking forward to in 2021? What is your financial new year’s resolution?
What are your wellness goals for the new year?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020.
Our office will be closed for the New Years Holiday starting Thursday, December 30 at 9:00 AM and will re-open Monday, January 4, 2021 at 9:00AM EST. Have a safe and Happy New Year!
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
What are you looking forward to in 2021? What is your financial new year’s resolution?
What are your wellness goals for the new year?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020.
Our office will be closed for the New Years Holiday starting Thursday, December 30 at 9:00 AM and will re-open Monday, January 4, 2021 at 9:00AM EST. Have a safe and Happy New Year!
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are you looking forward to in 2021? What is your financial new year’s resolution?
What are your wellness goals for the new year?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020.
Our office will be closed for the New Years Holiday starting Thursday, December 30 at 9:00 AM and will re-open Monday, January 4, 2021 at 9:00AM EST. Have a safe and Happy New Year!
Get the personalized advice you need to envision and build a confident financial future.
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch
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Our job as a financial advisors is about more than money – it’s about helping people like you reach their goals.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are you looking forward to in 2021? What is your financial new year’s resolution?
What are your wellness goals for the new year?
Team Member Spotlight:
Lacy Walters- Administrative Assistant
-First Point of Contact
-Event Planning
-Social Media & Website
-Secure Site & Total View
Team Member Spotlight:
Lacy Walters- Administrative Assistant
-First Point of Contact
-Event Planning
-Social Media & Website
-Secure Site & Total View
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
Get the personalized advice you need to envision and build a confident financial future.
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch
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Join us in wishing Matthew a Happy Belated Birthday!
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
Check out Scott Dingle, Owner and Partner of Limestone Wealth Advisors in the February Money issue of TOPS Louisville Magazine!
Team Member Spotlight!
Jewell Currie- Client Service Manager
-Client Reception
-Scheduling/Meeting Coordination
-Client Service
-Administrative Tasks
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Call 502.894.9366 to set up a time to talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Join us in wishing Emma Mullins a Happy Birthday!
Team Member Spotlight!
Thomas Harvey- Paraplanner
-Financial Planning Analysis
-Data Gathering & Entry
-Money Movement & Trades
-Client Service
Our Mission:
Our mission is to honor your journey toward a financial future filled with confidence and security.
Our Values:
-Integrity
-Well being
-Meaningful relationships
-Excellence
-Lifelong learning
Our Vision:
To be your most trusted financial advisors building on our relationship through our financial experience, disciplined approach and compassion.
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/rmds-are-back-for-2021
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Join us in wishing Matthew a Happy Belated Birthday!
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
Check out Scott Dingle, Owner and Partner of Limestone Wealth Advisors in the February Money issue of TOPS Louisville Magazine!
2021 Seminar Series: College Inside Track- 7 Insider Tips
Please call: 1-844-621-3956 Access Code: 146 254 8337
https://ampfadvisors.webex.com/webappng/sites/ampfadvisors/meeting/info/2d73d56c440147999bfa73576c0c9dc5?siteurl=ampfadvisors&MTID=mf2514ae628179542fcd1190675c5440e
Meeting number: 146 254 8337 Password: Seminar1!
Team Member Spotlight!
Matthew Lively- Associate Financial Advisor
-Investment Research
-Portfolio Review & Proposals
-Trading & Money Movement
-Year-End Tax Planning
TOPS Louisville
February 17 at 3:39 PM ·
“To put it simply, we are here to protect our clients from the certainty of uncertainty,” says Scott Dingle, Owner and Partner of Limestone Wealth Advisors, Ameriprise Financial. Limestone is a Private Wealth Advisory Practice and franchise of Ameriprise Financial, Inc. This 20-year company, located in the heart of St. Matthews, can provide the personal and hands-on benefits of a local business as well as the support and resources of a Fortune 500 Company. See Scott's Money Masters spotlight below!
We all do what it takes to protect our loved ones. We can help you do what it takes to protect your family’s financial well being too.
Wishing you a lovely Valentine’s Day!
Team Member Spotlight!
Thomas Harvey- Paraplanner
-Financial Planning Analysis
-Data Gathering & Entry
-Money Movement & Trades
-Client Service
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
Happy Love Your Pet Day! How will you pamper your pet today?
Drop a picture of your pet in the comments!
2021 Seminar Series: College Inside Track- 7 Insider Tips
Please call: 1-844-621-3956 Access Code: 146 254 8337
https://ampfadvisors.webex.com/webappng/sites/ampfadvisors/meeting/info/2d73d56c440147999bfa73576c0c9dc5?siteurl=ampfadvisors&MTID=mf2514ae628179542fcd1190675c5440e
Meeting number: 146 254 8337 Password: Seminar1!
Team Member Spotlight!
Matthew Lively- Associate Financial Advisor
-Investment Research
-Portfolio Review & Proposals
-Trading & Money Movement
-Year-End Tax Planning
TOPS Louisville
February 17 at 3:39 PM ·
“To put it simply, we are here to protect our clients from the certainty of uncertainty,” says Scott Dingle, Owner and Partner of Limestone Wealth Advisors, Ameriprise Financial. Limestone is a Private Wealth Advisory Practice and franchise of Ameriprise Financial, Inc. This 20-year company, located in the heart of St. Matthews, can provide the personal and hands-on benefits of a local business as well as the support and resources of a Fortune 500 Company. See Scott's Money Masters spotlight below!
We all do what it takes to protect our loved ones. We can help you do what it takes to protect your family’s financial well being too.
Team Member Spotlight!
Emma Mullins- Associate Financial Advisor
-ACCREDITED PORTFOLIO MANAGEMENT ADVISOR
-Investment Research
-Portfolio Review & Proposals
-Trading & Money Movement
-Year-End Tax Planning
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
We recognize the contributions of American women who have made history, broken barriers and changed the country for the better. #womenshistorymonth
Please join us in wishing Scott Dingle a Happy Birthday!
Team Member Spotlight!
Belinda Gantz- Associate Financial Advisor
-Operations Manager
-Trading & Money Movement
-Meeting Follow up
-Problem Resolution
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
Team Member Spotlight!
Scott Dingle- Financial Advisor
-Managing Partner
-Insurance Specialist
-Retirement Planning Strategies
-Small Business
-Tax Planning Strategies
-Investment Planning Strategies
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we are here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
Team Member Spotlight!
Emma Mullins- Associate Financial Advisor
-ACCREDITED PORTFOLIO MANAGEMENT ADVISOR
-Investment Research
-Portfolio Review & Proposals
-Trading & Money Movement
-Year-End Tax Planning
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
We recognize the contributions of American women who have made history, broken barriers and changed the country for the better. #womenshistorymonth
Spring has sprung! What are you hoping to accomplish this season?
Team Member Spotlight!
Brian Haehl- Financial Advisor
-Managing Partner
-Retirement Income Strategies
-Retirement Planning Strategies
-Intergenerational Planning
-Divorce Financial Planning
-Charitable Giving
We are so excited to be a sponsor for the Sproutlings Annual Charity Golf Scramble! Let us know if you are interested in joining as a playing team or a sponsor team!
Happy St. Patrick’s Day!
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
Team Member Spotlight!
Scott Dingle- Financial Advisor
-Managing Partner
-Insurance Specialist
-Retirement Planning Strategies
-Small Business
-Tax Planning Strategies
-Investment Planning Strategies
Stock prices face headwinds amid rising rates and inflation fears. Global Market Strategist Anthony Saglimbene sums up conditions and considerations.
https://www.ameripriseadvisors.com/team/limestone-wealth-advisors/insights/will-stocks-struggle-amid-moves-in-bond-yields
AMERIPRISEADVISORS.COM
Will stocks struggle amid moves in bond yields?
Please call: 1-844-621-3956 Access Code: 146 297 6593
https://ampfadvisors.webex.com/webappng/sites/ampfadvisors/meeting/info/ab5ddef272bb44cdb964b468b273ff48?siteurl=ampfadvisors&MTID=me0c9a5bfa3bb475c7e0041eaf72ad064
Meeting number: 146 297 6593 Password: Seminar1!
Spring has sprung! What are you hoping to accomplish this season?
Team Member Spotlight!
Brian Haehl- Financial Advisor
-Managing Partner
-Retirement Income Strategies
-Retirement Planning Strategies
-Intergenerational Planning
-Divorce Financial Planning
-Charitable Giving
We are so excited to be a sponsor for the Sproutlings Annual Charity Golf Scramble! Let us know if you are interested in joining as a playing team or a sponsor team!
Happy St. Patrick’s Day!
