Taerikk Perry- Ameriprise Financial Advisor

Last month, I attended the Ameriprise Black Advisor summit. It was incredibly inspiring to be among such talented and driven Black professionals. I’m grateful for the opportunity to connect, learn, and grow.

Did you know that all families should fill out the FAFSA, regardless of how much they earn? Let’s connect if you’d like to discuss strategies to save for your child’s education — and how FAFSA may play a role.

New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.

If you and your spouse find yourself often disagreeing on financial matters, I can help. Research shows that couples with a financial advisor are more likely to share the same financial values and feel more confident in their financial future.

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

The first half of 2024 is in the books. Ameriprise Financial Chief Economist Russell Price provides his insights on what may be in store as the year progresses.

2024 midyear economic outlook Find out what the future may hold for the U.S. economy.

Don’t let volatility keep you on the sidelines. Staying invested matters as history suggests trying to time the markets is a mistake. Contact me to learn more.

History has shown that staying invested can have its rewards. When we take the long view, past recessions look like bumps in the road along the path of long-term growth. Are you prepared to look past short-term volatility? Let’s talk about steps you can take to stay focused on your long-term goals.

Baby boomers are poised to pass on $84.4 trillion in wealth over the next two decades. Whether your inheritance is big or small, you don’t have to navigate the complexities alone. I will guide you through the process and help you determine how your inheritance may impact your financial goals.

Preparing for — and managing — an inheritance Effectively navigate the process of receiving and managing inherited wealth with this guide.

Finding the right balance between risk and reward can help minimize financial stress. In times of turbulence, rebalancing can help bring your portfolio back in line with your long-term strategy. I can review your investment mix and see if rebalancing is right for you.

How rebalancing can help you stay the course Rebalancing your portfolio can help you fight instincts to sideline assets when markets get rough.

Not all financial goals have the luxury of time. With today’s higher interest rates, a short-term investment is an accessible place to park money for near-term goals, while also earning interest. Let’s review your options during our next meeting.

Tips on short-term investments Short-term investment strategies differ from long-term strategies. Review our investment tips to help you plan for a short investment time horizon.

Curious which party in power will most impact the markets? Historically, the stock market has been resilient. Reach out to discuss ways we can prioritize your long-term investment strategies instead of short-term political events.

If you have questions about the market and economic trends shaping your investments, let’s connect.

Midyear market pulse check Get the outlook for the second half of 2024.