Mark Lalich - Ameriprise Financial Services, LLC

(on 24th)
Financial and Investment Services in Mercer Island, WA
Financial and Investment Services

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

7525 SE 24th St
Mercer Island, WA
98040

About

Serving you in these unprecedented times

During the current period of market pressure, we’re watching the markets closely and are committed to helping you navigate the cycles of volatility.
We believe it is important to stay focused on your financial goals and to make sound decisions based on current information, your long-term asset allocation and your risk tolerance. If you have concerns or questions about your portfolio or goals, let’s talk. Together we can determine what, if any actions, you can take. We’re available to connect with you as is most convenient during this time, including by phone or online.

Photos

Mark Lalich - Ameriprise Financial Services, LLC Photo Mark Lalich - Ameriprise Financial Services, LLC Photo

Latest

Is it just us or have a lot of people been spending more time in their gardens these last 6 months?! Whether you are new to gardening or it is a regular hobby of yours, join us on Wed 9/30 for a master gardening class with Seattle's own gardening guru Ciscoe Morris! Ciscoe will take us through his top quarantine tips and tricks to keeping a successful garden and will be answering questions directly from you! We hope to see you there - RSVP for more details: http://hwa.wiki/GardeningWithCiscoe
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. IMAGES.CONTENT.WMPSMKTG.COM images.content.wmpsmktg.com
Last week’s jobless claims report was the latest example of the economy’s third quarter economic recovery flattening, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM The Economy Loses Some Momentum as Investors Face Further Disruption | Ameriprise Newsroom
The current conditions are a reminder that while momentum investing can be rewarding, it is not without risk. NEWSROOM.AMERIPRISE.COM Investors Grapple with the Unknowns During What Should be a ‘Season of Renewal’ | Ameriprise Newsroom
Last week, after a thorough review, the Fed announced a change in its approach. Ameriprise Chief Market Strategist David Joy shares the details in this week’s market commentary. NEWSROOM.AMERIPRISE.COM The Fed’s Change in Monetary Policy is Important for a Sustainable Recovery | Ameriprise Newsroom
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal. AMERIPRISE.COM Videocast: Election impacts for investors
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights. NEWSROOM.AMERIPRISE.COM Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
Here is Biden's tax plan. What could this mean for the stock markets and your 401k? And what should you do before year end? Join us tomorrow to find out.
13 days until the most heated presidential election in decades - you could hang out under a rock leading up to the election (literally- this is a rental in Portugal available on Airbnb), or you could come join us on Friday 10/23 to hear expert commentary around what the stock market, tax, and economic impact of Biden's and Trump's plans may be. RSVP here for more details: https://hwa.wiki/2020WashingtonUpdate
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 still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
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
In case any of the election anxiety is leading to financial anxiety, here are the returns of the stock market during various combinations of GOP and Dem leadership across the presidency, House, and Senate...
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
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
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
With what appears to be a split congress (GOP Senate and Dem House), it's tough to say how much of Biden's tax plans may get passed next year. That said, we can still take advantage of the current tax rates, which are historically low, and on Fri Nov 13 we're hosting a workshop on the Top 12 Year-End Tax Strategies. Given the US's record levels of debt, taxes are almost certain to go up over time, making these strategies particularly important over the final 6 weeks of this year. RSVP for all of the details here: http://hwa.wiki/HWATaxStrategies2020 HWATAXSTRATEGIES.APP.RSVPIFY.COM Year End Tax Strategies
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
Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets Facing Three Significant Headwinds | Ameriprise Newsroom
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
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package. NEWSROOM.AMERIPRISE.COM When Bad News Becomes Good News | Ameriprise Newsroom
We are incredibly humbled and so proud to announce that Heritage Wealth Advisors was ranked #1 on the 2020 Most Equitable Workplaces 2020 List- in the entire state of WA! Gender Equity Now's score includes five metrics, including any gap in employee experiences, how visible and transparent the organization is in communicating its commitment to equity and whether the organization adopts processes to diminish unconscious bias, offers programs to increase employee job satisfaction across backgrounds and makes opportunities accessible. Fun!
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response. NEWSROOM.AMERIPRISE.COM Investors Await News on Three Negotiations | Ameriprise Newsroom
Does this look like the typical Leadership Team on Wall Street? We’re proud of our Leaders for blazing the trail in the old boys’ club of the financial industry. Thank you, Jill, Chrissy, Anne, Megan, Gina, and Kara.
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights. NEWSROOM.AMERIPRISE.COM 2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains. NEWSROOM.AMERIPRISE.COM What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response. NEWSROOM.AMERIPRISE.COM New President; Same Market | Ameriprise Newsroom
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
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
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers. NEWSROOM.AMERIPRISE.COM U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks. NEWSROOM.AMERIPRISE.COM Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
One of the most fun aspects of our job is seeing how many clients are choosing ESG and Socially Responsible investments- it’s an unstoppable force, with total assets of more than $30 Trillion globally. Most investors want to invest in companies that are ethically run and are getting tired of the alternative. When you have banks opening accounts and charging insurance premiums when customers didn’t sign up for them, companies behind chemicals (e.g. DDT, PCBs, Agent Orange) that have caused cancer and/or birth defects, pharmaceutical companies that hike drug costs (like the Epipen that went from $100 to $600/shot), or even the basics, like cable companies with notoriously bad customer service or retailers with horrible Glassdoor employee ratings- investors are demanding change. And while Millennials are leading the way, Boomers and Gen X are wanting this too. Fun!
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices. NEWSROOM.AMERIPRISE.COM Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors. NEWSROOM.AMERIPRISE.COM Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
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
Happy International Women’s Day! We are proud of our team here at Heritage and invite you to join us in celebrating the 30 women on our team that bring their best every day for our clients. They're helping us bring a different look to the tired, 'old boy's club' industry. ”Here’s to strong women. May we know them. May we be them. May we raise them.” Michelle Obama.
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect. NEWSROOM.AMERIPRISE.COM Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions. NEWSROOM.AMERIPRISE.COM On the Cusp of An Economic Boom: What Does it Mean for Investors? | Ameriprise Newsroom

Information

Company name
Mark Lalich - Ameriprise Financial Services, LLC
Category
Financial and Investment Services

FAQs

  • What is the phone number for Mark Lalich - Ameriprise Financial Services, LLC in Mercer Island WA?
    You can reach them at: 425-709-2345. It’s best to call Mark Lalich - Ameriprise Financial Services, LLC during business hours.
  • What is the address for Mark Lalich - Ameriprise Financial Services, LLC on 24th in Mercer Island?
    Mark Lalich - Ameriprise Financial Services, LLC is located at this address: 7525 SE 24th St Mercer Island, WA 98040.
  • What are Mark Lalich - Ameriprise Financial Services, LLC(Mercer Island, WA) store hours?
    Mark Lalich - Ameriprise Financial Services, LLC store hours are as follows: Mon-Fri: 8:00AM - 5:00PM, Sat-Sun: Closed.