It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
Happy Birthday to one of our advisors, Andy! We hope you have an amazing day surrounded by your family!
Fun Fact: Andy grew up in Sleepy Hollow, NY, the actual location of the Legend of Sleepy Hollow.
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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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
If you have someone in your life with college ambitions, let’s talk about saving strategies.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
Happy Birthday to one of our Operations Managers, Courtney! We hope your day is filled with happiness!
Fun Fact: Courtney enjoys cooking and testing out interesting recipes for her family to try!
Happy Birthday to one of our advisors, Paul! We hope you have an amazing day surrounded by your family!
Happy Birthday to one of our Financial Advisors, Robert! We hope you have a wonderful day spent with friends and family!
Fun Fact: Robert has been to Hawaii twice! He is pictured here with his brothers Tom and Joe. The first time, Robert was able to come within 20 feet of an active lava field during a tour. He says, "It was both exhilarating and a bit terrifying at the same time!"
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
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
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
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
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
Wishing you a safe, fun and spooky Halloween!
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
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
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
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
Join us in wishing a very happy birthday to one of our Client Service Specialists, Denise! We hope you have a wonderful day!
Fun Fact: Denise met her future husband, Gary, when he moved into a house across the street from her 61 years ago. Denise loves to spend time with her family, all things Husker, traveling, visiting wineries all over the US and a few in Europe, golf, tending her flower gardens and exercising.
Denise is pictured with Gary, daughter Lindsey and her family, Chris, Evan, Emme & Kenzie.
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
Join us in wishing one of our Financial Planning Specialists, Jana, a very happy birthday! We hope you have an amazing day!
Fun Fact: Jana and her husband Joe love attending live music events and have seen their favorite band, The Avett Brothers, in concert ten times since 2013.
Jana is pictured with husband Joe, son Leo, and daughter Camille.
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
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
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.
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
The S&P 500 posted its best election week in almost 90 years. Investor confidence also rose above its historical average for the first time in 34 weeks as election clarity overshadowed growing COVID-19 cases and fiscal stimulus uncertainties. #AmeripriseResearch
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
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
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Happy Birthday to one of our Financial Advisors, Jim! We hope you have a great day surrounded by family!
Fun Fact: Jim and his family love College World Series time in Omaha. They have been CWS season ticket holders since moving to Omaha in 1989.
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?
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
Happy Birthday to one of our Financial Advisors, Todd! We hope you have a great day! Todd is pictured with wife Sarah, and kids Tate, Vance, and Reilly.
Fun Fact: When Todd's kids were growing up, they would go the MVC basketball tourney (Arch Madness) every year and follow the UNI Panthers. They saw some great games and had a great time with friends and family!
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
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
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
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
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
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
Happy Birthday to our Marketing Manager, Michelle! We hope your special day is filled with lots of happiness!
Fun Fact: Michelle enjoys traveling and spending time with her husband Phil, daughter Maddie, and son Ethan, along with their dogs, Ruby and Bella!
Happy Birthday to one of our Financial Advisors, Todd! We hope you have a wonderful day!
Fun Fact: Todd enjoys spending all the time he can with his wife, children, grandchildren, and fishing pole! He says, "sometimes the order of these priorities gets mixed up!"
Wishing a Happy Birthday to one of our Operations Managers, Dawn, who is located in our Vero Beach, FL office! We hope you have a great day!
Fun Fact: Dawn enjoys spending my time with her husband, Paul and 3 kids, Zack, Ethan and Zoe. They are usually heading to baseball tournaments to watch their middle son, Ethan, pitch or to a cheer competition to watch their daughter compete. Dawn and family also enjoy will heading to Tallahassee to visit their oldest son, Zack, at Florida State.
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
Please join Wealth Partners as we wish Happy Birthday to Omaha area advisor Rick Havenridge!
Fun Fact: Rick and his wife Patsy like to spend their “quiet time” in not-so-quiet places: They love attending #DirtTrack races. As a former racer himself, Rick now supports local drivers and tracks from behind-the-scenes instead of behind-the-wheel, and loves to introduce new fans to his favorite sport, like his granddaughters pictured. If you’d like to see what it’s all about (next race season), reach out and we’ll connect you with Rick, you might enjoy it as much as Rick and his family do!
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
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Wishing you a very Merry Christmas!
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Wishing you a very Merry Christmas!
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
YOU’RE INVITED
Please join us to learn more about the overall Market Outlook for 2021 with speaker Russell Price, CFA and Chief Economist for Ameriprise Financial. Feel free to forward to others who may be interested as well!
Event details and registration information are below. This event is limited to the first 100 participants; who sign up, so make sure to register as soon as you can.
Event date: January 13th, 2021
Event time: 12:00 pm (CT)
Topic: 2021 Economic and Market Outlook
Description: Russell Price, CFA, Chief Economist at Ameriprise, gives the firm's outlook for the markets and economy for the coming year.
Registration link: https://www.ameripriseadvisors.com/team/wealth-partners/events
We look forward to (virtually) seeing you there!
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Wishing you a very Merry Christmas!
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
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
YOU’RE INVITED - Last chance to sign up!
Please join us to learn more about the overall Market Outlook for 2021 with speaker Russell Price, CFA and Chief Economist for Ameriprise Financial. Feel free to forward to others who may be interested as well!
Event details and registration information are below. This event is limited to the first 100 participants; who sign up, so make sure to register as soon as you can.
Event date: January 13th, 2021
Event time: 12:00 pm (CT)
Topic: 2021 Economic and Market Outlook
Description: Russell Price, CFA, Chief Economist at Ameriprise, gives the firm's outlook for the markets and economy for the coming year.
Registration link: https://www.ameripriseadvisors.com/team/wealth-partners/events
We look forward to (virtually) seeing you there!
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
YOU’RE INVITED
Please join us to learn more about the overall Market Outlook for 2021 with speaker Russell Price, CFA and Chief Economist for Ameriprise Financial. Feel free to forward to others who may be interested as well!
Event details and registration information are below. This event is limited to the first 100 participants; who sign up, so make sure to register as soon as you can.
Event date: January 13th, 2021
Event time: 12:00 pm (CT)
Topic: 2021 Economic and Market Outlook
Description: Russell Price, CFA, Chief Economist at Ameriprise, gives the firm's outlook for the markets and economy for the coming year.
Registration link: https://www.ameripriseadvisors.com/team/wealth-partners/events
We look forward to (virtually) seeing you there!
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
We're stronger and braver together. Do not let this world and this narcissistic culture make competitors out of the very people who are meant to be your comrades in arms.
- Beth Moore, Living Proof Ministries
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
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
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
We're stronger and braver together. Do not let this world and this narcissistic culture make competitors out of the very people who are meant to be your comrades in arms.
- Beth Moore, Living Proof Ministries
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
YOU’RE INVITED!
Please join us to learn more about your Social Security options. Feel free to send to others who may be interested as well!
Event details and registration information are below. This event is limited to the first 200 who sign up, so make sure to register as soon as you can.
Event dates: Tuesday, February 9th OR Wednesday, February 10th
Event times: Tuesday, February 9th at 6:30pm/CT OR Wednesday, February 10th at 12:00pm/CT
Topic: Social Security: Unlock Its Potential
Description: Mike Lynch, Managing Director at Hartford Funds, shares tips on how to maximize your Social Security benefits.
Registration link: https://www.ameripriseadvisors.com/team/wealth-partners/events
We look forward to (virtually) seeing you there!
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.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
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
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
YOU’RE INVITED!
Please join us to learn more about your Social Security options. Feel free to send to others who may be interested as well!
Event details and registration information are below. This event is limited to the first 200 who sign up, so make sure to register as soon as you can.
Event dates: Tuesday, February 9th OR Wednesday, February 10th
Event times: Tuesday, February 9th at 6:30pm/CT OR Wednesday, February 10th at 12:00pm/CT
Topic: Social Security: Unlock Its Potential
Description: Mike Lynch, Managing Director at Hartford Funds, shares tips on how to maximize your Social Security benefits.
Registration link: https://www.ameripriseadvisors.com/team/wealth-partners/events
We look forward to (virtually) seeing you there!
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.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
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
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
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
YOU’RE INVITED!
Please join us to learn more about your Social Security options. Feel free to send to others who may be interested as well!
Event details and registration information are below. This event is limited to the first 200 who sign up, so make sure to register as soon as you can.
Event dates: Tuesday, February 9th OR Wednesday, February 10th
Event times: Tuesday, February 9th at 6:30pm/CT OR Wednesday, February 10th at 12:00pm/CT
Topic: Social Security: Unlock Its Potential
Description: Mike Lynch, Managing Director at Hartford Funds, shares tips on how to maximize your Social Security benefits.
Registration link: https://www.ameripriseadvisors.com/team/wealth-partners/events
We look forward to (virtually) seeing you there!
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.
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
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
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
What future goal are you saving for? #AmericaSavesWeek
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
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
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
The Wealth Partners team is proud to share that Phil Wood has been included on the 2021 Forbes Best-in-State Wealth Advisors list. Congratulations, Phil! We admire your commitment to building genuine relationships with our clients and to helping them achieve their goals.
AMERIPRISEADVISORS.COM
Phil Wood - Financial Advisor in Fremont, NE | Ameriprise Financial
Join us in wishing a happy birthday to Melissa, one of our Operations Managers in our Fremont, NE office!
Get to know Melissa: Melissa, husband Chris, and daughters Hannah and Claire enjoy spending time together as family. COVID has especially slowed things down and allowed them to spend more quality time together. Over the past year, they have spent time playing games, having outdoor movies while making smores over a fire, fishing, and horseback riding. The thing they have enjoyed the most is spending time in the kitchen together. The girls learned how to cook, each making one meal throughout the week. They tried some really fun recipes!
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
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
Join us in wishing a happy birthday to one of our Financial Advisors, Eric!
Eric is pictured with wife Chelsey and son Ayven. Eric shares a special story: "Ayven was conceived on our very last try at fertility treatments and God gave us the name Ayven during prayer the week before we conceived. Interestingly, we’d never heard the name before and couldn’t find it anywhere, but, when we looked it up on the baby name sites, they all said that they believe that Ayven is a derivative or “creative spelling” of Ivan, which means “Gracious, merciful, and Gift from God”. We knew at that moment that Ayven was to be his name and are so thankful for God giving us this blessing and for the medical staff that He directed to take care of us."
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts.
AMERIPRISEADVISORS.COM
A tax strategy to help your assets last longer
Happy Birthday to one of our Financial Advisors, Chip! Chip is located in Lincoln, NE. We hope you enjoy your time on the course today!
Fun Fact: Chip’s birthday always falls during high school and college basketball tournament season. Since he is an avid fan of both, he has enjoyed many birthdays watching exciting games in person and/or on TV. As a passionate golfer, he is a bit sad to report that he has only had the opportunity to play four or five times on his birthday due to the snowy weather that typically shows up in Nebraska a few days each March. But, he has a 12:30 tee time on his birthday this year and claims that he will play 18 holes even if he has to break out the cold weather gear!
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
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
YOU’RE INVITED!
Please join us to learn more about the Psychology of Investing. Feel free to send to others who may be interested as well!
Event details and registration information are below. This event is limited to the first 200 who sign up, so make sure to register as soon as you can.
Event dates: Tuesday, March 16th OR Wednesday, March 17th
Event times: Tuesday, March 16th at 6:30pm/CT OR Wednesday, March 17th at 12:00pm/CT
Topic: Psychology of Investing
Description: David Shimokawa, Market Leader at BlackRock, shares tips on how to be a successful investor
Registration link: https://www.ameripriseadvisors.com/team/wealth-partners/events/
We look forward to (virtually) seeing you there!
Join us in wishing a happy birthday to one of our Financial Advisors, Eric!
Eric is pictured with wife Chelsey and son Ayven. Eric shares a special story: "Ayven was conceived on our very last try at fertility treatments and God gave us the name Ayven during prayer the week before we conceived. Interestingly, we’d never heard the name before and couldn’t find it anywhere, but, when we looked it up on the baby name sites, they all said that they believe that Ayven is a derivative or “creative spelling” of Ivan, which means “Gracious, merciful, and Gift from God”. We knew at that moment that Ayven was to be his name and are so thankful for God giving us this blessing and for the medical staff that He directed to take care of us."
Spring has sprung! What are you hoping to accomplish this season?
Wishing a very happy birthday to Laurie, one of our Financial Advisors in Omaha, NE!
Laurie is pictured with her granddaughters and her dog Arnie. We hope you have a wonderful day surrounded by family!
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Happy St. Patrick’s Day!
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
Wishing a very Happy Birthday to one of our Operations Managers, Heidi! We hope you have a wonderful day!
Fun Fact: Heidi loves painting, watching her son in sports, being on the farm and spending quality time with her family. Heidi is pictured here with nephew Ayven:
We’re pleased to announce that Phil Wood has been named to the Ameriprise Financial Chairman’s Advisory Council. As a Council member, Phil will join other top-performing Ameriprise advisors to discuss current issues and business opportunities with Ameriprise Financial Chairman and CEO Jim Cracchiolo, and other leaders with the firm. Congratulations, Phil!
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
Join us in wishing a happy birthday to one of our Operations Managers, MarrLyn! We hope you have a great day!
MarrLyn enjoys spending her free time with her family and working with the Eagle Packs weekend food program and the Diaper Depot outreach ministries at her church. MarrLyn is pictured with her granddaughter Ella.
Spring has sprung! What are you hoping to accomplish this season?
Wishing a very happy birthday to Laurie, one of our Financial Advisors in Omaha, NE!
Laurie is pictured with her granddaughters and her dog Arnie. We hope you have a wonderful day surrounded by family!
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
