Staying focused amidst uncertainty can help you reach your future financial goals.
What a wonderful first week of Fall it was! Have a wonderful weekend from your team at Achieve Private Wealth!
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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When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
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10 Things You'll Spend Less on in Retirement | Kiplinger
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Today’s the perfect time to make the next right step toward your long-term financial goals.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Working toward your long-term financial goals starts with making the next right move.
All of us at Achieve Private Wealth are proud to share that Working Mother magazine named Paula Dougherty one of their Top Wealth Advisor Moms for 2020! Congratulations, Paula and thank you to our wonderful clients for making this possible. https://www.ameripriseadvisors.com/paula.j.dougherty/
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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.
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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.
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Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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?
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.
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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?
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
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If you left or lost your job, here is what you can do with your 401(k)
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
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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.
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The Country and Investors Await Election Results | Ameriprise Newsroom
Set goals. Give back. Millennials share four financial lessons for the next generation. What tips would you add to the list?
CNBC.COM
'I wasted so much money ...' Millennials share their top financial regrets to help Gen Z get started
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.
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Election Week is Here: How Markets Might React | Ameriprise Newsroom
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
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
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
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.
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Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
Keep an eye on the future with financial advice, focused on you.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
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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.
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Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Working toward your long-term financial goals starts with making the next right move.
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
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
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Investors Look to the Future with Optimism | Ameriprise Newsroom
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
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When Bad News Becomes Good News | Ameriprise Newsroom
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
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.
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Investors Await News on Three Negotiations | Ameriprise Newsroom
We are excited to announce that Lisa James has joined the Achieve Private Wealth team as our Customer Care Specialist. Lisa recently moved home to Springfield from the Kansas City area to be closer to her family and friends. She has been in the financial services industry for most of her career after starting out as a commercial artist and still spends much of her free time in her Springfield studio. Please help us welcome Lisa back home and to our team.
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
Best wishes for a peaceful holiday season.
Public Service Announcement. The proper way to eat pumpkin pie!
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Time to relax until next year.
How will you give back this holiday season?
Wishing you a very Merry Christmas!
Happy New Year! So long, 2020.
Being organized can save you time and money. What are you doing to get better organized this month?
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
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2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Happy New Year! So long, 2020.
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
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What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
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
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
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?
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.
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Research & Insights | Ameriprise Financial
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.
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New President; Same Market | Ameriprise Newsroom
We are excited to announce that Christopher Obert has joined the Achieve Private Wealth team as our Financial Planning Analyst.
Chris graduated in May of 2020 with his degree in Finance from Missouri State University while competing on the Men’s Golf team. Last year he was named a Cleveland/Srixon All-America Scholar. He is currently in his last semester of his MBA program and pursuing a graduate certificate in International Business. He has previous work experience in Accounts Receivable and Customer Service locally. Chris is a lifelong resident of the Springfield area and looks forward to serving his hometown community.
Please help us welcome Chris to our team.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Happy Monday. Rumor has it this may also work with a small dog.
What are your wellness goals for the new year?
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
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
We are excited to announce that Christopher Obert has joined the Achieve Private Wealth team as our Financial Planning Analyst.
Chris graduated in May of 2020 with his degree in Finance from Missouri State University while competing on the Men’s Golf team. Last year he was named a Cleveland/Srixon All-America Scholar. He is currently in his last semester of his MBA program and pursuing a graduate certificate in International Business. He has previous work experience in Accounts Receivable and Customer Service locally. Chris is a lifelong resident of the Springfield area and looks forward to serving his hometown community.
Please help us welcome Chris to our team.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Get the personalized advice you need to envision and build a confident financial future.
Happy Monday. Rumor has it this may also work with a small dog.
What are your wellness goals for the new year?
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Get the personalized advice you need to envision and build a confident financial future.
Happy Monday. Rumor has it this may also work with a small dog.
What are your wellness goals for the new year?
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Happy Friday. Careful out there!
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
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.
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
Careful out there!
Well, we got a King Cake Kringle yesterday and Paula got the Baby. Hope your Fat Tuesday was as eventful!
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Happy Monday!
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
Careful out there!
Well, we got a King Cake Kringle yesterday and Paula got the Baby. Hope your Fat Tuesday was as eventful!
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
Lisa's cats finally getting to enjoy some sunshine. We hope you are too!
Happy Monday!
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
Happy Monday!
Happy Friday!
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
Your Friday PSA
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
Lisa's cats finally getting to enjoy some sunshine. We hope you are too!
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 Monday!
Happy Friday!
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
Your Friday PSA
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
Spring has sprung! What are you hoping to accomplish this season?
Happy Spring!
It's Friday!
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.
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
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?
Happy Spring!
It's Friday!
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.
