The loss of a music icon serves as an important reminder: When was the last time you reviewed your estate plan and/or documents?
USATODAY.COM
Aretha Franklin didn't have a will, but you should: How to get one
Staying focused amidst uncertainty can help you reach your future financial goals.
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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“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
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
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Interested to learn how an employee financial wellness program would round out your existing benefits package? We can show you how. #nationalfinancialplanningmonth
10/16 is Boss’s Day. Consider sharing how you’re celebrating your boss this year, the best lesson a past or present boss has taught you, or your favorite thing about being a boss.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
12 Costs of Owning a Cat | Kiplinger
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Porter, Ritchie & Associates updated their website address.
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?
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
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!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
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
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
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
Local non-profits and businesses depend on community support. Ask us how we can work together to support them. #strongertogether
Teach your employees how to avoid heavy debt this holiday season with a refresher on budgeting basics. Contact us to learn more. #financialwellness #blackfriday
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact us to learn how financial wellness completes your package. #financialwellnessbenefits
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
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | 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
Whether you’re currently a caregiver or want to be prepared for the possibility, I can help you navigate the financial implications.
AMERIPRISEADVISORS.COM
Caring for aging parents
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
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
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?
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
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?
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
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
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
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
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
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
“Let your light shine today, and let your personality blossom, too. You don't have to be a people-pleaser, just a people-lover.” - Beth Moore, Living Proof Ministries
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
A unique year requires unique ways to give back. What ideas would you add to the list?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
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
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
Best wishes for a peaceful 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
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 financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
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
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
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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“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
Happy New Year! So long, 2020.
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.
AMERIPRISEADVISORS.COM
New pandemic relief package
How strong is your faith?
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
3 smart actions for the new year
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Being organized can save you time and money. What are you doing to get better organized this month?
What are your wellness goals for the new year?
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
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
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
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.
AMERIPRISEADVISORS.COM
Market and economic outlook
"I never would have been able to tithe the first million dollars I ever made if I had not tithed my first salary, which was $1.50 per week." - John D. Rockefeller
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
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
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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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
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
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.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
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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From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
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
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
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
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
Ameriprise is hosting an Economic & Market Outlook webinar with Russell T. Price, CFA®, Chief Economist, today at 4PM PT. If you are interested, please RSVP using the link below. Spaces are filling up quickly.
AMERIPRISEADVISORS.COM
Financial seminars and events - Mark Porter | Ameriprise Financial
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Wishing you a lovely Valentine’s Day!
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
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
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
I’m pleased to share that I have joined the Black Empowerment Advisor Community Network (BEACN) at Ameriprise, one of several new networks the company has planned. BEACN will educate, empower and advocate on behalf of our colleagues, clients and the Black community. In addition to peer support and professional development, an important focus of the network will be increasing financial literacy within the community. I’m proud the company is taking this step forward and excited for what we’ll accomplish together.
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
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
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
I’m pleased to share that I have joined the Black Empowerment Advisor Community Network (BEACN) at Ameriprise, one of several new networks the company has planned. BEACN will educate, empower and advocate on behalf of our colleagues, clients and the Black community. In addition to peer support and professional development, an important focus of the network will be increasing financial literacy within the community. I’m proud the company is taking this step forward and excited for what we’ll accomplish together.
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
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
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
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life?
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
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
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
Ameriprise is proud to be included in the Bloomberg Gender-Equality Index (GEI) for the second consecutive year! We are excited to be part of a distinguished list of public companies that share a dedication to supporting women in the workplace. #BloombergGEI https://bit.ly/3kOwZX2
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
Spring has sprung! What are you hoping to accomplish this season?
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
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
Together, we can work to envision your ideal financial future – and build it.
“I am content with what I have, little be it, or much.” - John Bunyan
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life?
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
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
Spring has sprung! What are you hoping to accomplish this season?
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
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
Together, we can work to envision your ideal financial future – and build it.
“I am content with what I have, little be it, or much.” - John Bunyan
