Financial Advisor,
Ameriprise Financial Services, LLC
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08/13/2026
Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.
3 strategies for picking stocks beyond the Mag 7 How to invest in “the best of the rest.”
The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.
Stock markets can be unpredictable in the short term. See what has to say about today’s activity.
05/18/2026
When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.
05/12/2026
Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.
05/07/2026
Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.
05/05/2026
Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.
Planning for the cost of health care in retirement Know your options when it comes to managing this major expense in your retirement years.
05/01/2026
Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.
03/26/2026
Tax season tip 💡
If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.
While filing:
✅ Gather receipts for qualifying medical visits, procedures, or treatments
✅ Review whether expenses exceed the applicable threshold for deduction