The Overton Group at Ameriprise Financial

10/17/2026

Is your Medicare coverage still working for you?

The coverage that fit your needs a few years ago may not be the best fit today.

Learn when you can make changes and what to consider as you review your options.

Get answers to common questions about changing your Medicare benefits.

10/16/2026

Open enrollment is about more than choosing a healthcare plan.

Your selections can affect your benefits, out-of-pocket costs, cash flow and broader financial plan for the year ahead.

Before you enroll, use these seven questions to take a closer look at your options — and consider how your choices fit into your overall planning.

Take advantage of all the benefits offered by your employer with these open enrollment tips.

10/14/2026

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

10/13/2026

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

Get more expert insights by reading the latest Weekly Market Perspectives.

10/12/2026

As Hurricane Isaias approaches, our thoughts are with everyone in the affected areas. Please stay safe.

10/09/2026

We are proud to announce Steve Overton has been named as an Ameriprise Private Wealth Advisor – a prestigious title given to the firm’s top advisors. This recognition reflects Steve's commitment to delivering excellent service and advice to their clients. Join us in congratulating Steve!!

The Overton Group is an Ameriprise private wealth advisory practice in Tampa FL. Get the personal financial advice you need.

10/08/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/07/2026

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

Get more expert insights by reading the latest Weekly Market Perspectives.

10/06/2026

As election season approaches, here are three reminders we 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, We are happy to help.

10/05/2026

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.