E. Butch Barger

Happy Thanksgiving from us all! 🦃🍁🥧
We are certainly thankful for you, our clients and friends!

What type of trust is best for your needs? Working with your tax professional and estate lawyer, I can help you determine the best approach for your situation.

When should you consider advanced trusts in your estate plan? As your estate planning needs become more sophisticated, consider how special trusts may play a role in preserving your legacy and impact.

“In terms of scope and longer-term market reactions to a Trump 2.0 presidency (outside of the immediate impacts on stocks and bonds last week), there is much undetermined and left open for investors to interpret at the moment.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Post-election jump in asset prices lift investor spirits Get more expert insights by reading the latest Weekly Market Perspectives.

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways we can help facilitate the conversation.

How to have an estate planning conversation with loved ones Here’s how to create a positive and productive discussion with family and heirs.

“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

Your portfolio doesn't care about who wins the White House or controls Congress longer-term Get more expert insights by reading the latest Weekly Market Perspectives.

Tax-loss harvesting doesn't need to be a one-off, year-end event.

Contact us to discuss a timeline that best suits your needs.

From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts.

Top Money Moves for Boomers, Gen X, Millennials and Gen Z Each generation has their own financial needs.

“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

Happy 2nd birthday to the bull market Get more expert insights by reading the latest Weekly Market Perspectives.

End the year on a strong note by checking off key financial tasks to help you save more. During this busy time of year, we are here to help you make the most of year-end opportunities.

Year-end checklist: 8 actions to take before 2024 is over Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

“We believe investors should maintain a somewhat optimistic view of the U.S. economy and financial markets heading into yearend. Investing in opportunities across cyclical areas inside/outside of Technology, putting excess cash back to work in the market during potential periods of market stress, and locking in higher interest rates across bond allocations are strategies that could help investors navigate the final months of the year.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

Good news is good news for investors Get more expert insights by reading the latest Weekly Market Perspectives.

How do you compare the volatility of two bonds with different coupon rates and maturities? You use duration. Learn more about how bond market volatility affects your fixed income portfolio.

“The economy is on firm ground, rates are now easing, and corporate profits are growing. Overall, that's a positive tailwind for asset prices. Notably, lower rates favor stocks when the economy isn't in a recession.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

The Fed’s "soft-landing" scenario looks largely baked into stock prices. What now? Get more expert insights by reading the latest Weekly Market Perspectives.