Financial Advisor, Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Areas of Focus: Retirement Planning Strategies Tax Planning Strategies Education Planning Estate Planning Strategies Employee Stock Options Wealth Preservation Strategies 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 www.ameriprise.com/social for more important disclosures and information. I am licensed and registered to conduct business in CO. Based on licenses and registrations I hold, I may also conduct business in CA, NY, WA, DC, FL, VA, MI, OR, UT, NC, SD, NV, ID, AZ.
It’s important for investors to remember that there’s still a high degree of uncertainty ahead, says Chief Market Strategist David Joy.
newsroom.ameriprise.com 04/20/2020 David Joy Stocks continued their remarkably rapid ascent last week, as the S&P 500® index rose another 3 percent. From the March 23 low, the index has now risen 28 percent in just eighteen trading days. The financial backstop provided by the Federal Reserve and the fiscal stimulus of the...
The size, speed, and scope of the recent market fluctuations are unprecedented, according to Ameriprise Chief Market Strategist David Joy.
newsroom.ameriprise.com 04/13/2020 David Joy The S&P 500® index rose 12 percent last week. According to Bloomberg, it was the best week for stocks since 1974. It seems that the record speed at which stocks tumbled into a bear market starting in February is being matched by the speed at which it is rallying. In the thirtee...
How much you can spend in retirement without running out of money? Let’s meet to talk about strategies to make your money last for as long as you need it.
Global markets remain volatile, but will slowly stabilize, according to Ameriprise Chief Market Strategist David Joy.
newsroom.ameriprise.com 03/23/2020 David Joy The selloff in equities accelerated last week. The S&P 500® index fell 15 percent, its worst week since 2008, leaving the index down 32 percent from its February 19 high, and down 29 percent on the year. At the sector level, real estate was far and away the worst performer. Als...
U.S. stocks recovered some ground Thursday after central banks introduced new measures to cushion the global economy. If you have questions regarding the potential impacts to your portfolio, let’s connect.
cnbc.com Stocks jumped Thursday, erasing steep losses from earlier in the day as strong gains in big-tech shares led to a sharp turnaround.
You’ve worked hard to build your retirement savings, but how do you know if your money will last? Let’s talk about solutions that can help.
U.S. stocks opened in the red again Wednesday as Wall Street’s wild trading streak continues. If you’re concerned about the impact of moving markets on your financial goals, let’s talk soon.
usatoday.com The Dow entered its first bear market since the financial crisis after the coronavirus was deemed a pandemic and investors awaited stimulus plans.
Market declines early in retirement can potentially create one of the most-damaging investment risks. Watch this 3-minute video, then let’s talk to make sure you’re prepared.
All three U.S. benchmark stock indexes closed in correction territory Thursday and are bracing for more losses on Friday. If you’re concerned, let’s talk.
forbes.com $3.4 trillion in U.S. market value has been lost this week.
Wayne Verity, CRPC, APMA
Hey everyone, I'll be at Ocean Prime in the DTC on Thursday, August 29th for happy hour and I'd love for you to join me. Stop by with your friends or coworkers for a drink!
Annual summer trip, the family at Jackson Lake, Wyoming in the Grand Tetons.
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.
Wishing you and yours a safe Independence Day.
Planning your finances together can help start your marriage on a positive note. Use these conversation starters and then set up time with us to help you set your joint financial goals.
ameriprise.com Marriage is a major life milestone. Careful planning and communication about finances can help you start life together on the right foot.
Can you spot a financial scam? Learn the red flags of the most common types of fraud.
ameripriseadvisors.com Every year, thousands of people fall prey to financial scams. Learn what to watch out for and how you can protect yourself.
The U.S. economy, corporate earnings and business investment got a short-term boost with the new tax law. Find out what could happen longer term.
ameripriseadvisors.com Read more about the effects of the 2017 tax law and how the tax cuts have impacted the economy.
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.
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.
Historically, the stock market hasn’t cared much about government shutdowns. Experts weigh in on whether that sentiment could continue in the current environment.
barrons.com Markets have been mostly buoyant, with recent corporate earnings boosting stocks. But the economic pain could intensify if the longest government shutdown in U.S. history drags on.
Home builder confidence spiked last month thanks to a drop in interest rates. That could be good news if you’re planning to move this year.
cnn.com The housing market is flashing signs of a bounce back in 2019.
Ameriprise Research: On 01/22, the IMF issued its latest World Economic Outlook Update, lowering its forecast of global growth for 2019/20. Trade turmoil could yet offer a greater negative impact, but current global growth estimates portray a sound outlook, in our view.
Will you be a saver or a spender in retirement? I can help you with a tax-smart approach to withdrawing funds from your nest egg.
Buying a home? Learn what you can do to help ensure your real estate transactions are safe from this new form of cybercrime.
ameripriseadvisors.com Real estate fraud is a growing concern for home buyers. Learn about real estate wire fraud and how to protect yourself from wire fraud with these tips.
This will be first year taxpayers will see how the tax law passed in December 2017 will affect their federal returns.
usatoday.com The IRS says tax refunds will go out despite a government shutdown. Early filing starts Monday, Jan. 28.
For those 70 ½ or older, a qualified charitable distribution from a retirement account could mean a lower tax bill. Talk with your tax advisor to see if this is an option for you.
finance.yahoo.com With the new tax law changes all but wiping out itemized deductions, filers are looking for any ways they can to catch a break. Account holders over the age of 70 1/2 are subject to RMDs — required minimum distributions — which is the amount they’re obligated to withdraw from their tax-deferre...
Savers can contribute more money to retirement accounts in 2019. Learn about strategies that could boost your savings this year.
money.usnews.com Try these strategies to boost your retirement investments in the new year.
The economy remains in a growth mode, and the long bullish trend for the stock market still appears intact. But for how long?
usatoday.com The investment story lines for 2019 will be dominated by indicators pointing to a possible recession and the end of the long bull market in stocks.
Your goals for retirement are my priority. I can help take the mystery out of retirement planning to ensure you understand what’s relevant to you.
ameriprise.com Learn how these 6 common retirement myths can help you create a more realistic retirement plan and withdrawal strategy.
[12/26/18] Choosing when to take Social Security is one of the most important decisions to make as you near retirement. Let’s talk about how it fits into your retirement strategy.
Wishing you and yours a wonderful holiday season!
There are steps you can take with your tax advisor before the year ends to help ensure you're taking advantage of the breaks available to you.
cnbc.com Dec. 31 is a key deadline if you want to shore up your savings and lower your tax bill for 2018.
Are your college kids home on winter break? Now is a good time to discuss a plan with them for their financial future after graduation. I can help facilitate the discussion. Contact me to schedule time to meet.
If you or a loved one are 70 ½ or older, now is the time to take your required minimum distributions from your 401(k) or IRA.
time.com Neglecting the deadline will result in a stiff penalty.
If you’re 10+ years from retirement, consider diversifying your assets into these three tax categories. Working together with your tax advisor, I can help ensure your tax situation is factored into your retirement strategy.
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Financial Advisor at Ethos Financial Partners a private wealth advisory practice of Ameriprise Financial Services, Inc.
Financial Advisor at Ethos Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Independent Insurance Company for all your insurance needs in one place. Now serving Colorado, Nevada and Wyoming.
Financial Advisor at Ethos Financial Partners a financial advisory practice of Ameriprise Financial Services, Inc.
It's my passion to help individuals to learn to protect their families for when the unexpected happens so they know the answers to the final questions, to learn to be prepared financially so they don't need to make financial decision when in stressed.