Jose Vicente, CFP, AIF

10/09/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

10/06/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, we're here to help.

10/01/2026

Nearly 48 million people in the United States, including 14 million children, experience food insecurity. Together, we can play a part of ending hunger. Now through October 31, Ameriprise is matching donations to Feeding America up to $250,000. Learn more about how your donation can go further at www.feedingamerica.org/ameriprise. In addition, I'm volunteering on Friday November 13th at the Community Food Bank of New Jersey in Hillside for the Ameriprise Day of Service. Please contact my office if you would like to join me.

09/29/2026

Doing the right thing for clients is always the right choice.

09/24/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

09/22/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

09/17/2026

Clients: Thank you for all of your feedback and support! We're excited to share that our current client satisfaction rating is 4.9 out of 5. If there’s someone in your life that could benefit from our services, feel free to send them our contact information. Please review important information about our score on our website.

Coast to Coast Wealth Management is an Ameriprise private wealth advisory practice in Carlsbad CA. Get the personal financial advice you need.

09/15/2026

Together, we can work toward your personal financial goals and prepare for whatever life might bring. It’s our great privilege to work with you. Thanks for your support in helping us achieve a current client satisfaction score of 4.9 out of 5. Please review important information about our score on our website.

Coast to Coast Wealth Management is an Ameriprise private wealth advisory practice in Carlsbad CA. Get the personal financial advice you need.

09/10/2026

Join us for Hunger Action Month! Ameriprise Financial is matching donations to Feeding America up to $250,000. When matched, every $1 donated can help provide 20 meals to individuals and families experiencing hunger.* When we all work together, we can end hunger. To learn more, visit https://bit.ly/42zu63a.

*Feeding America secures at least 10 meals per $1 donated on behalf of local partner food banks.

09/08/2026

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