Wealth Management Solutions

“And while you may not agree with the President and the fiscal policies of an opposing party, history clearly shows politics is seldom a reason not to invest in stocks. In our view, this is just another way to show the importance of adhering to a well-diversified investment approach while avoiding the temptation to let the concerns of the day (in this case, who occupies the White House for the next four years) detract from your chances of achieving your financial goals." – Anthony Saglimbene, Ameriprise Chief Market Strategist

The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in.

The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.

How are you planning to leave a legacy?💰Connect with us to discuss your estate planning goals🎯

🗳️ Election Day is Coming – Make Your Voice Heard! 🗳️ Voting is one of the best ways to shape your community’s future. Take a moment today to get ready for Election Day: ✔️ Find Your Polling Place: Check where to vote by visiting vote.org or your local election website. ✔️ Learn About the Candidates: Be informed about who’s on the ballot! Visit sites like Ballotpedia for candidate profiles and to learn about their positions. ✔️ Mark Your Calendar: Make a plan for when you’ll go, whether it’s early or on Election Day. Your vote matters – let’s make it count! #Vote #MakeYourVoiceHeard

“The U.S. economy and stock market are likely to grow over time regardless of the composition of Washington, meaning emotional responses to the election that draw one away from a well-constructed investment strategy is a recipe for derailing investment success. Our advice around this election: Stay the course." – Anthony Saglimbene, Ameriprise Chief Market Strategist

“We believe investors should continue to count on a 'too-close-to-call' election result at the top of the ticket and divided government post-election. Results outside of this base case may cause some near-term market volatility as traders/investors attempt to discount what the results may mean for taxes, tariffs, sector opportunities/risks, and regulation. That said, fundamental conditions in the U.S. remain solid, and we believe a well-diversified portfolio should help investors weather the outcomes that develop once election results are known."– Anthony Saglimbene, Ameriprise Chief Market Strategist

To help you sort through the many time-sensitive financial tasks that come up at the end of the year, here’s a helpful checklist that organizes some of the year-end deadlines you need to know. Let’s connect if you’d like help acting on any of the items listed within.

Have you named beneficiaries on your financial accounts? If so, when is the last time you updated them? 💭 We can review your designations to make sure your assets will go exactly where you intend. Ask your financial advisor for help! #FinancialPlanningMonth #TipThursday

“At least based on history and these simple averages, there may still be more life in this bull. That said, there are several instances across history where a bull market has lasted far longer than the average and died much earlier. Yet, the frameup adds some perspective around the strength and duration of the current bull market, which helps ease some concerns that what we have seen over the last two years is out of the ordinary. At least thus far, this bull market run has looked run-of-the-mill, in our view.”– Anthony Saglimbene, Ameriprise Chief Market Strategist