Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
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
Staying focused amidst uncertainty can help you reach your future financial goals.
Time and patience are your best allies! A year from now, you’ll be glad you remained focused on your long-term goals today. The OakBridge Group is here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
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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A tax-efficient strategy for retirement income may help your retirement savings last longer - reach out to The OakBridge Group to learn more!
AMERIPRISEADVISORS.COM
Tax-smart retirement withdrawals in any market cycle
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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It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
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.
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Local nonprofit organizations and retailers are the foundation of every vibrant community. I’m dedicated to helping strengthen my community by helping my neighbors. #financialliteracy
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.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
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
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?
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
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
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
Do you want to make an impact with your legacy? Let’s talk about strategies to help make it happen.
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
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
The OakBridge Group is pleased to announce that our Founder and private wealth advisor, Jason Warnke, has received the 2020 Five Star Wealth Manager award. This award recognizes wealth management professionals who provide excellent service to their clients. In addition to 2020, Warnke has received this award 2012-2016, as well as 2018 and 2019.
We thank all of our colleagues and clients who continue to make this possible!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan and reach out to The OakBridge Group with questions.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
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.
NEWSROOM.AMERIPRISE.COM
Election Week is Here: How Markets Might React | Ameriprise Newsroom
Wishing you a safe, fun and spooky Halloween!
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
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
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
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
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
Bonds can play an important role for investors who are focused on income rather than growth. But bond values are sensitive to changing interest rates. Let’s talk about ways to protect your retirement income—no matter how rates move.
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
Working toward your long-term financial goals starts with making the next right move.
How can you think more of others?
The rumors are true! After a year of working with the town of Avon in Connecticut, the construction of our office for The OakBridge Group has begun.
We hope to have the new building erected and open for business in early 2021. #TheOBG continues to thank our clients for their continued trust and confidence!
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?
For LGBTQ couples, financial obstacles are sometimes unique. Let’s make sure you have a strategy that supports your goals.
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
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
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?
If you’ve changed jobs recently, the OakBridge Group can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
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
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
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
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
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
How will you give back this holiday season?
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
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown - contact the OakBridge Group - let’s talk!
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
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
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
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
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
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
How will you give back this holiday season?
“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.
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
OakBridge Group: This roughly 6 foot monument will be installed at the new office in Avon, CT, visible to thousands of travelers daily from both directions on Route 44.
While the makeup of Congress remains uncertain, we believe it’s important to maintain pragmatism in this fluid environment. The OakBridge Group remains committed to helping you navigate the near-term conditions.
AMERIPRISEADVISORS.COM
Policy implications: economy, markets and taxation
Merry Christmas & Happy New Year from our family to yours!
Wishing you a very Merry Christmas!
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Best wishes for a peaceful holiday season.
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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“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
Happy New Year! So long, 2020.
“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
Wishing you and yours a joyous Kwanzaa!
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
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, The OakBridge Group would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
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
Being organized can save you time and money. What are you doing to get better organized this month?
Let’s all resolve to support our local businesses and non-profit organizations this year. It’s incredible what we can do when we do it together. #strengthinneighbors
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
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
Happy New Year! So long, 2020.
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
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
Being organized can save you time and money. What are you doing to get better organized this month?
Let’s all resolve to support our local businesses and non-profit organizations this year. It’s incredible what we can do when we do it together. #strengthinneighbors
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
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
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
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
New Year - New YOU! The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk with The OakBridge Group.
AMERIPRISEADVISORS.COM
3 smart actions for the new year
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
What does a change in administration mean for equities? 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
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. Reach out to The OakBridge Group with your questions.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
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
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
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
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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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
Even the most successful professionals benefit from professional financial advice. Let’s talk.
What does a change in administration mean for equities? 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
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. Reach out to The OakBridge Group with your questions.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
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
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Framing on the future OBG office has begun!
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? The OakBridge Group can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. The OakBridge Group is here to help you evaluate your options.
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
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
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
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
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
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
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk - reach out to The OakBridge Group today!
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Please stay safe. As Winter Storm Uri impacts states coast-to-coast, our thoughts are with everyone in the affected areas.
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
Please join us in congratulating Jason J. Warnke, Private Wealth Advisor and the Founder of The OakBridge Group, on attaining the Behavioral Financial Advisor (BFA™) designation.
Behavioral finance aims to compliment traditional financial planning by recognizing that our decision making process is often clouded by emotions rather than rationality. This can frequently lead to poor decision making. By taking time to recognize these emotions and by reflecting on our core values and financial goals, the advisor and client can better align decision making with the values that are most important to them.
"You are never too old to gain additional knowledge and it's never too late to sharpen the saw," commented Warnke. "Behavioral Financial Advice is a game-changer and I am thrilled to begin implementing its tenets within our practice as an adjunct to traditional comprehensive planning in a commitment to help all of our clients make better decisions in relation to their financial -- and even non-financial -- life goals."
Snow days may be the slow days, but as soon as the sun is back out the work continues. The future home for The OakBridge Group is coming to Avon, CT this summer!
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
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
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
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
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
Please join us in congratulating Jason J. Warnke, Private Wealth Advisor and the Founder of The OakBridge Group, on attaining the Behavioral Financial Advisor (BFA™) designation.
Behavioral finance aims to compliment traditional financial planning by recognizing that our decision making process is often clouded by emotions rather than rationality. This can frequently lead to poor decision making. By taking time to recognize these emotions and by reflecting on our core values and financial goals, the advisor and client can better align decision making with the values that are most important to them.
"You are never too old to gain additional knowledge and it's never too late to sharpen the saw," commented Warnke. "Behavioral Financial Advice is a game-changer and I am thrilled to begin implementing its tenets within our practice as an adjunct to traditional comprehensive planning in a commitment to help all of our clients make better decisions in relation to their financial -- and even non-financial -- life goals."
Snow days may be the slow days, but as soon as the sun is back out the work continues. The future home for The OakBridge Group is coming to Avon, CT this summer!
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
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.
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
The Future OBG Conference Room: We are thrilled to be commissioning Rustic Doors and Decor to construct a custom 10x4 conference table out of reclaimed wood from the surrounding towns. This piece, much like The OakBridge Group, will have a story behind it.
Kirsten Floyd Interior Design will be assisting with some other fine details to provide additional charm to our future office.
www.rusticdoorsanddecor.com
www.kfinteriordesign.com
www.liljedahlbros.com
RUSTICDOORSANDDECOR.COM
home | Artisan Furniture
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
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Ameriprise is proud to be included in the Bloomberg Gender-Equality Index (GEI) for the second consecutive year! The OakBridge Group is grateful to be connected to this distinguished list of public companies that share a dedication to supporting women in the workplace. #BloombergGEI
https://bit.ly/3kOwZX2
AMERIPRISE.COM
Ameriprise Financial Reviews
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
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
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
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
The OakBridge Group is proud to be associated with Ameriprise, who has been included in the 2021 Bloomberg Gender-Equality Index. The GEI is 380 companies strong, representing 44 countries and regions around the world committed to a more equal and inclusive workplace. #BloombergGEI https://bit.ly/3kOwZX2
AMERIPRISE.COM
Ameriprise Financial Reviews
“I am content with what I have, little be it, or much.” - John Bunyan
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
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?
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
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
The OakBridge Group is proud to be associated with Ameriprise, who has been included in the 2021 Bloomberg Gender-Equality Index. The GEI is 380 companies strong, representing 44 countries and regions around the world committed to a more equal and inclusive workplace. #BloombergGEI https://bit.ly/3kOwZX2
AMERIPRISE.COM
Ameriprise Financial Reviews
“I am content with what I have, little be it, or much.” - John Bunyan
