A financial advisory practice of Ameriprise Financial Services, Inc We shape financial solutions for a lifetime.
The Jones Group is focused on providing clients with advice and counsel using a comprehensive financial planning approach. Our process is rooted in holistic financial planning and investment management with emphasis on looking to mitigate risk. We work with clients to help develop appropriate solutions to help plan to achieve their individual goals with integrity, transparency and premier service. CA Insurance # 0H75963 to this section. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.
Do you dream of going back to school? Here are some ways you can finance your education without depleting your savings. Let’s discuss how your education dreams fit into your financial goals.
ameriprise.com A growing number of professionals and retirees are pursuing adult education. Get tips on financing your education.
Learn what you can do to keep your elderly loved ones safe from financial abuse.
barrons.com One in 10 people age 60 or older in the U.S. experience some form of abuse each year. How adult children and other family members should help keep elderly loved ones safe.
Ameriprise Research: Stock prices can climb higher while earnings growth declines, but we believe slowing economic growth, increased trade tensions, rising geopolitical concerns and weakening earnings growth could leave stock prices vulnerable at all-time highs.
Ameriprise provides secure online access to all your accounts. You can see your financial goals and your progress toward them, as well as how the investments and solutions you own are performing.
[06/21/19] Postponing Social Security withdrawals until after your full retirement age could mean a higher monthly benefit. Let’s talk to see if this is the right choice for you.
Almost 100 million Americans will take a family trip in 2019, according to AAA. Learn where they’re going – and how much they’re spending to get there.
cnbc.com Just about half of Americans are hitting the road — literally or figuratively — in the next three months. Where are we headed and how will we get there? For the most part, somewhere we can drive to, according to findings from both AAA and vacation rental management company Vacasa.
All eyes will be on the Federal Reserve this week. Ameriprise Chief Market Strategist David Joy weighs in.
newsroom.ameriprise.com 06/17/2019 David Joy All eyes will be on the Federal Reserve this week. Expectations are that the Federal Open Market Committee will not take action yet lay the groundwork for lower rates in the meetings to follow, possibly in July or September. Certainly, the bond market has led the way lower, rais...
Investors are confident about their financial futures but are worried for the next generation, according to the Ameriprise Modern Money study (ameriprise.com/modernmoney). Let’s talk soon about helping the young people in your life get started on the right financial path.
Over the past decade, investors have enjoyed relatively high returns and low volatility. With the ever-changing market landscape, now may be a good time to assess the risk profile of your portfolio. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
Are you underestimating future healthcare costs? Contact me to discuss Medicare coverage details and to ensure that you have a plan to address these rising costs.
The things you do for yourself and others can have an impact now – and in the future.
[06/12/19] Our work together to help you reach your financial goals is ongoing. That’s why we’ll have regular meetings – either in person or online – on a schedule that works best for you.
If your goal is to retire early, you may be too young for Medicare. Learn about options that could help bridge the healthcare gap for younger retirees.
usatoday.com Don’t let health insurance derail your early retirement. Without a job or Medicare, what health care options remain? A handful, it turns out.
Graduation season is here. After the party’s over, bring your graduate in for a conversation about their financial future. The future is brightest for those who set financial goals at an early age.
There can be many benefits for teens who work seasonal jobs, like gaining work experience and developing practical money-management skills. If your teen is looking for a summer gig, here are some tips to help get them started.
money.usnews.com A primer on everything teens must know before starting a new gig, from taxes to the interview process.
[06/05/19] As we work together, you can expect regular conversations to review your investments and progress toward your goals to help ensure you’re staying on track.
Depending on where one sits, today’s economy may indeed be the best of times or the worst of times.
newsroom.ameriprise.com For individuals, the current condition is just about as good as it gets. But that enthusiasm is noticeably absent when looking at bigger businesses.
[05/31/19] The cost of life insurance during your 50s and 60s may be more accessible than during your more senior years. Let’s discuss what you can do to help ensure that your protection needs support your retirement goals.
Many boomers are opting to stay in their homes rather than downsizing. Where do you plan to live in retirement?
usatoday.com Many Baby boomers are staying in the houses in which they raised their kids even when they become empty-nesters and retire
Setting specific financial goals can help boost your financial confidence and increase your chances for success.
Remembering all those who have paid the ultimate sacrifice for our freedom! Happy Memorial Day to all of you and your families!
See how you’re doing at the touch of a button with secure online access to your Ameriprise accounts and investments.
If you have retirement accounts from previous employers, you may want to consider rolling them into an IRA. Try our IRA rollover evaluator and let’s discuss options to achieve your retirement goals.
ameriprise.com Get a personalized report on the pros and cons of consolidating or rolling over your retirement assets.
While market swings can be concerning, it’s important to keep things in perspective. If you have concerns about the impact of volatility on your finances, let’s talk.
usatoday.com Massive intraday swings in the Dow Jones industrial average can test even the steeliest investor. What you need is a little perspective.
The latest from a volatile Monday. Tariffs dominate the headlines. If you have any questions please reach out as we are here to help you stay focused on your long term goals in the midst of volatility.
Nearly 80 percent of parents give some financial support to their adult children, according to Age Wave. Learn what you can do to balance saving for retirement while supporting your kids.
barrons.com Parents are spending $500 billion a year supporting their adult children—more than twice the amount they’re saving for retirement. How to help your kids without imperiling your golden years.
Are you taking advantage of the perks offered by your employer?
realsimple.com Here’s how to take advantage of them.
Please visit our new Jones Group team website!
ameripriseadvisors.com Ameriprise Advisors - THE JONES GROUP in Florham Park, NJ
Learn what you can do to help prepare your home for whatever nature has in store.
ameriprise.com These tips can help you protect your home from severe-weather.
Millennials are getting more financial support into adulthood than past generations, according to the Ameriprise Modern Money study. Learn more about how this generational shift is having an impact on home ownership.
cnbc.com A recent survey from Ameriprise found that nearly 1 in 3 older millennials with $100,000 to invest received financial help from their parents to purchase their first home.
Ameriprise Research: Although the S&P 500 is near an all-time high, the average stock in the Index is still 12.3% away from its 52-week top, suggesting room for equity prices to rise if the environment continues to improve.
Thanks to a climbing stock market, low unemployment and slowing inflation, Americans’ financial happiness is at a new high. Is this true for you? Let’s talk soon to touch base on your goals.
cnbc.com Although the index dipped at the end of 2018 due to a sharp decline in stock prices, it reached 36.1 for the quarter ended March 31, marking the highest reading in the 20-plus years tracked.
ameripriseadvisors.com March’s inverted yield curve sparked concerns over a recession, but should investors be concerned? Read about this and more in our latest market update.
Solid environmental, social and governance practices may help companies outperform peers. Learn how ESG may benefit your portfolio.
ameripriseadvisors.com Learn how ESG investing uses environmental, social, and governance criteria to create social impact and drive investment returns.
Learn about uncommon money hacks super savers are using to reach their goals of retiring early.
cnbc.com Some Americans ages 45 and up are managing to save $1 out of every $5 — and retiring earlier. Here's what they're doing differently from the average investor.
Millennials over 30 took the brunt of the Great Recession, while younger millennials entered a better job market and became risk-averse by watching the recession unfold.
businessinsider.com Millennials have their own generation gap thanks to the Great Recession, and it has affected each group's financial behavior.
Putting a plan in place could go a long way toward having financial peace of mind – and helping you reach your goals.
cnbc.com Despite more confidence among retirement savers, their ability to put away enough ranks as the top personal finance concern, a CNBC survey finds.
Talking about money with family is not always easy. Use this conversation checklist to guide financial discussions with your loved ones.
ameripriseadvisors.com Start the conversation about family finances today with these simple steps. Plus, learn how an advisor can help guide you through family financial planning.
While earnings had investors feeling optimistic last week, the celebratory mood may be premature, according to Ameriprise chief market strategist David Joy.
newsroom.ameriprise.com Stocks rose for the second straight week to begin the second quarter, although the gains were more muted.
Ameriprise Research: We expect stocks to face some resistance if the S&P 500 can approach the 2940 level over the next two weeks. Traders may want to test/retest the validity of such levels before moving stocks to a new all-time high—much like they did when it approached 2800.
Rolling over your 401(k) while still working could help you manage your retirement savings more effectively. Learn more about your options and let’s connect to discuss.
ameriprise.com Learn how in-service distributions could help you better manage your retirement savings.
Ameriprise Research: Long-term investors should focus their attention on trends in initial jobless claims, which have a strong correlation with the direction of stock prices. In our view, as long as labor conditions remain healthy, so too should market conditions.
Rebalancing your investments could help you manage risk and stay on track toward your goals. Let’s talk about how it could work for you.
Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you.
Discover ways to put your refund to good use – and connect with me for more ideas on how you can put it toward your financial goals.
ameriprise.com Discover ways to put the extra cash to good use.
When you prepare for whatever life brings — both the expected and the unexpected – you feel more confident. Let’s talk about your goals and how you can achieve them.
As a CERTIFIED FINANCIAL PLANNER ™ practitioner, Charlie develops comprehensive financial plans and investment management strategies for clients.
Advises Business Owners, Executives & Women in Life Transitions on Retirement (IRA, 401k and SEP) at the Bedminster N.J. office of Janney Montgomery Scott LLC. Offices in New York and Philadelphia. Email: [email protected] or Call 908-470-3167
Thomas Courtright is a Senior Vice President and a Private Wealth Advisor with Gladstone Wealth Group. He has an MBA and holds three industry designations; APMA, CRPC, and AWMA and specializes in wealth management, retirement planning, and estate preserva
Matthew Farley is a Northwestern Mutual Financial Advisor who helps individuals and small business owners achieve financial security.
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