Happy birthday to Laveer Wealth Management team member, Amy Crain, in our Alpharetta office. Amy, we hope you have a great day, and we are glad to have you.
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
Happy birthday to Laveer Wealth Management financial advisor, Kevin Murphy, in our Shreveport office. Kevin, we hope you have a great birthday, and we are so glad to have you.
If your employer elects to temporarily defer payroll taxes, you will see higher take-home pay through the end of 2020 then lower in early 2021. Thinking of this as a short-term loan can help avoid cash flow concerns in the new year.
FASTCOMPANY.COM
What you need to know about the payroll tax deferral
Fearful of how the November election will affect your investments? There are far more important factors impacting the economy and the stock market than which political party is in the White House.
Wishing you a safe, fun and relaxing Labor Day!
We hope everyone had a wonderful time at the Heart of Hope Golf Tournament 2020. It was great to see all of the support for a worthy organization that does so much good in our community. #LaveerWealthManagement
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track.
Consider five factors that could influence stock prices in the final quarter of 2020.
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
When there’s uncertainty in the market, we can help you make the next right move.
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
Happy birthday to Laveer Wealth Management team member, Mindy Smith, in our Brookhaven office. We appreciate all you do for us!
Happy National Boss Day! We celebrated with some delicious popcorn for our wonderful bosses! We honor all of the dedicated bosses out there. Stay the course! #LaveerWealthManagement #sailagainstthewind #wemissedyouChris
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
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Wishing you a safe, fun and spooky Halloween!
Happy birthday to Laveer Wealth Management team member, Linda Abee, in our Columbia office. Linda, we hope you have a great day, and we are glad you are part of our team.
Happy birthday to Laveer Wealth Management associate financial advisor, Sharon Martin, in our Shreveport office. Sharon, we hope you have a great birthday, and we are so glad to have you.
Happy Holidays! Help us pick a winner for the ugliest sweater contest 🎅 Comment below!
Happy birthday to Laveer Wealth Management team member, Dana Shaffer, in our Alpharetta office. Dana, we hope you have a great day, and we are glad to have you.
Happy birthday to Laveer Wealth Management financial advisor, Tanner Murphy, in our Shreveport office. We appreciate all you do for us!
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
Giving back can be rewarding. I can help you create a charitable giving plan that reflects your values and takes tax considerations into account.
AMERIPRISE.COM
What's your giving path?
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021.
Jamey Scott has been with Laveer Wealth Management 7 years today. We appreciate everything you have done for our team!
It’s not too late to save on your 2020 taxes. We can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
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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Wishing you a very Merry Christmas!
Which 2020 learnings should you consider for your 2021 portfolio? A summary of the markets at year-end from Ameriprise Chief Market Strategist Anthony Saglimbene can help.
AMERIPRISEADVISORS.COM
Reflections on the 2020 stock market
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
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
Today marks 1 year that Shannon Johnson has been with Laveer. Thanks for everything you do for our team!
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance.
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Capital markets outlook
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
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch
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Our job as financial advisors is about more than money – it’s about helping people like you reach their goals.
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
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
Happy birthday to Laveer Wealth Management associate financial advisor, Connie Kittrell, in our Biloxi office. Connie, we hope you have a great day, and we are glad to have you.
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
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
Happy birthday to Laveer Wealth Management, team member, Cedell Bledsoe. Cedell, we hope you have a great birthday, and we are so glad to have you.
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
We can help you envision a solid financial future – and build it.
Happy birthday to Laveer Wealth Management team member, Lynette Juneau, in our Shreveport office. Lynette, we hope you have a great day, and we are glad you are part of our team.
Happy birthday to Laveer Wealth Management financial advisor, Tim Crain! We are so glad to have you as part of our team, and we hope you have a wonderful birthday.
Happy birthday to Laveer Wealth Management team member, Madisen Edstrom, in our Shreveport office! We are so glad to have you as part of our team, and we hope you have a wonderful birthday.
Happy birthday to Laveer Wealth Management team member, Kristi Wagner, in our Shreveport office. Kristi, we hope you have a great day, and we are glad you are part of our team.
Congratulations to Kevin Murphy, who has been named to the 2021 Forbes Best-in-State Wealth Advisors list. All of us at Laveer Wealth Management are proud to work alongside you to help each of our clients stay focused on, and achieve, their long-term financial goals.
AMERIPRISEADVISORS.COM
My financial planning approach - Kevin Murphy | Ameriprise Financial
Happy birthday to Laveer Wealth Management team member, Lynette Juneau, in our Shreveport office. Lynette, we hope you have a great day, and we are glad you are part of our team.
Happy birthday to Laveer Wealth Management financial advisor, Tim Crain! We are so glad to have you as part of our team, and we hope you have a wonderful birthday.
Happy birthday to Laveer Wealth Management team member, Madisen Edstrom, in our Shreveport office! We are so glad to have you as part of our team, and we hope you have a wonderful birthday.
Happy birthday to Laveer Wealth Management team member, Kristi Wagner, in our Shreveport office. Kristi, we hope you have a great day, and we are glad you are part of our team.
Congratulations to Kevin Murphy, who has been named to the 2021 Forbes Best-in-State Wealth Advisors list. All of us at Laveer Wealth Management are proud to work alongside you to help each of our clients stay focused on, and achieve, their long-term financial goals.
AMERIPRISEADVISORS.COM
My financial planning approach - Kevin Murphy | Ameriprise Financial
Happy birthday to Laveer Wealth Management team member, Lynette Juneau, in our Shreveport office. Lynette, we hope you have a great day, and we are glad you are part of our team.
Happy birthday to Laveer Wealth Management financial advisor, Tim Crain! We are so glad to have you as part of our team, and we hope you have a wonderful birthday.
You work hard toward financial peace of mind in retirement. Learn how to bypass a few common scenarios that could impact you.
AMERIPRISEADVISORS.COM
5 financial mistakes to avoid in retirement
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
Market movements from deep lows to record highs the past year re-affirm the importance of maintaining a balanced portfolio.
AMERIPRISEADVISORS.COM
Preparing your investment portfolio for the unexpected
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
Happy birthday to Laveer Wealth Management team member, Virginia Gleaton, in our North, South Carolina, office. Virginia, we hope you have a great birthday, and we are so glad to have you.
Happy birthday to Laveer Wealth Management team member, Kristi Wagner, in our Shreveport office. Kristi, we hope you have a great day, and we are glad you are part of our team.
You work hard toward financial peace of mind in retirement. Learn how to bypass a few common scenarios that could impact you.
AMERIPRISEADVISORS.COM
5 financial mistakes to avoid in retirement
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
Market movements from deep lows to record highs the past year re-affirm the importance of maintaining a balanced portfolio.
AMERIPRISEADVISORS.COM
Preparing your investment portfolio for the unexpected
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
Happy birthday to Laveer Wealth Management team member, Virginia Gleaton, in our North, South Carolina, office. Virginia, we hope you have a great birthday, and we are so glad to have you.
Happy birthday to Laveer Wealth Management team member, Kristi Wagner, in our Shreveport office. Kristi, we hope you have a great day, and we are glad you are part of our team.
Today marks 15 years that Kristi Wagner has been with Ameriprise. Thanks for everything you do for Laveer!
You work hard toward financial peace of mind in retirement. Learn how to bypass a few common scenarios that could impact you.
AMERIPRISEADVISORS.COM
5 financial mistakes to avoid in retirement
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
Market movements from deep lows to record highs the past year re-affirm the importance of maintaining a balanced portfolio.
AMERIPRISEADVISORS.COM
Preparing your investment portfolio for the unexpected
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
Happy birthday to Laveer Wealth Management team member, Virginia Gleaton, in our North, South Carolina, office. Virginia, we hope you have a great birthday, and we are so glad to have you.
Identity theft is now the fastest-growing crime in the U.S. Learn who is most at risk. #identitytheft #identityprotection
Today marks 15 years that Kristi Wagner has been with Ameriprise. Thanks for everything you do for Laveer!
You work hard toward financial peace of mind in retirement. Learn how to bypass a few common scenarios that could impact you.
AMERIPRISEADVISORS.COM
5 financial mistakes to avoid in retirement
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
Market movements from deep lows to record highs the past year re-affirm the importance of maintaining a balanced portfolio.
AMERIPRISEADVISORS.COM
Preparing your investment portfolio for the unexpected
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
