Jeremy Heller, CFP, CRPC, APMA

10/08/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

10/05/2026

One of the most important financial planning meetings I participate in isn't about investments. It's the conversation between two people trying to build a future together.

This report highlights something I see regularly: money can be a source of stress, but it can also be a powerful tool for creating alignment, clarity, and shared purpose.

Whether you're newly married, planning for retirement, or simply trying to get on the same page financially, communication is the foundation of a successful financial partnership.

09/29/2026

Business in the front. Financial planning in the details. 😎 When it comes to your money, don't settle for a haircut-level decision. Work with a CFP® professional.

09/23/2026

The 2027–28 FAFSA®️ Form is Now Available! The FAFSA®️ form is for any student, regardless of income, who wants to be considered for federal, state, and school financial aid programs. This includes grants, scholarships, work-study funds, and loans.
https://bit.ly/4yNayGu

09/22/2026

Financial confidence starts with a plan.

I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

09/14/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

09/11/2026

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, and reflect on the strength that carried our nation forward.

Never forgotten.

09/09/2026

Long-Term Investors Have Historically Seen Less Volatility. Although volatility is an inevitable part of investing, a financial professional can help you stay focused on your long-term goals.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/03/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L