Jonathan D. Baety, CLU, CHFC, APMA

Jonathan D. Baety, CLU, CHFC, APMA

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Financial Advisor with TSG Financial Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

TSG Financial Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

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4 bond market trends shaping the second half of 2026 07/27/2026

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

4 bond market trends shaping the second half of 2026 Read our fixed income midyear outlook.

Why the second half of 2026 could be more challenging for investors 07/24/2026

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Why the second half of 2026 could be more challenging for investors Find out why markets may need to clear a higher bar in the back half of the year.

8 risks that could slow the AI rally 07/20/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

8 risks that could slow the AI rally Could the AI engine overheat?

So, you’re worried about an AI bubble. 07/17/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

So, you’re worried about an AI bubble. Get more expert insights by reading the latest Weekly Market Perspectives.

8 ways to save for your child’s future 07/16/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

8 ways to save for your child’s future Explore the different investment accounts that can help you support your child’s financial future.

Four financial factors to consider before changing jobs 06/29/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Four financial factors to consider before changing jobs Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

06/26/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

06/24/2026

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.

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719 Peachtree Road, Ste. 100
Orlando, FL
32804

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm