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.
If you have someone in your life with college ambitions, let’s talk about saving strategies.
Last week’s jobless claims report was the latest example of the economy’s third quarter economic recovery flattening, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
The Economy Loses Some Momentum as Investors Face Further Disruption | Ameriprise Newsroom
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
We have been asked lately; should we refinance our home now that rates are lower and what are your thoughts on a 15 year vs a 30 year mortgage?
These are great questions to ask your financial advisor. There are number of variables to consider:
- What is your current mortgage rate?
- How is your current cash flow?
- Do you have other liabilities/debts/loans that carry a higher interest rate that you could pay down and free up cash flow?
- How long to you plan to live in your home?
- What does your retirement probability of success look like?
- Are there other places where you should be putting those funds to help you build your net worth or achieve your financial goals?
-
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Vallis Advisors celebrated Hispanic Heritage Month with Mexican carnitas, Cuban black beans and apple flauta for dessert!! Thanks Janice for making us a very yummy lunch!!
Steve Kinney and his wife Diane traveled through the Midwest, up-to Glacier National park, and back home in their month long adventure in September. A picture from their campsite on Fort Peck Reservoir.
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.
This Saturday we will be hosting a “Shred It” event at our office on Coulee road from 11am-1pm. We’ll have a commercial shredding truck, some food, and offer tours of our newly remodeled office. Social distancing guidelines will be followed. Reach out if your interested in stopping by or have items that need to be shredded.
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
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?
Over the past number of months we have had hundreds of conversations with our clients. The investment landscape is always changing but your goals are not. A very insightful read from Invesco and "The truth about presidential elections and the stock market"
https://www.invesco.com/us-rest/contentdetail?contentId=5991eabf45272710VgnVCM1000006e36b50aRCRD
INVESCO.COM
www.invesco.com
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
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
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Working toward your long-term financial goals starts with making the next right move.
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
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
Greatly appreciated thank you! We have wonderful clients and always happy to be a resource for them. Thank you for your continued trust.
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
newsroom.ameriprise.com
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
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
