Ethos Financial Partners

Ethos Financial Partners

Ethos Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach. "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." CA Insurance #0D89470

What if you could balance the growth potential provided by equities with the ability to have some protection from losses? Let’s talk to see if there’s a way to grow your
money with less risk.

ameripriseadvisors.com

Highlights of the CARES Act

Retirees, small business owners, individuals and families: How might the recent CARES Act legislation impact you? We're here to answer any questions.

ameripriseadvisors.com The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. It provides $2 trillion in emergency economic aid with tax

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Bear markets occur, on average, every 5 to 10 years. While they may challenge investors, they can also provide opportunity. What investment actions might you want to consider today? #AmeripriseResearch offers their perspective in this 5-minute read.

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travelandleisure.com

Need to Get Outside? These 5 National Parks Offer Virtual Tours You Can Take From the Comfort of Home

See something different this weekend and explore five national parks with these virtual tours!

travelandleisure.com You can still get your fill of the great outdoors, even if you have to stay inside. With the ongoing coronavirus outbreak heavily affecting the…

nextavenue.org

Finding Purpose in the Time of Coronavirus

We hope this helps bring some positivity. We will get through this!

nextavenue.org A how-to on finding meaning in this new way of life.

While working remote, it's nice to have some company!

Our dedication to our clients is our top priority. The Ethos Financial Partners offices in Thornton, Grand junction, Albuquerque and Santa Fe are closed, but advisors and staff are working remotely. We understand that we are dealing with some very uncertain times and want you to know that we are just a phone call away. Please feel free to reach out to us. Stay safe and healthy, everyone!

Sincerely,
Ethos Financial Partners

forbes.com

Spread Financial Empathy Instead Of Coronavirus

Perform random acts of kindness. Shop local. Tip even better. What else can we do to support each other?

forbes.com Each of us has a role to play not only in limiting the spread of the virus, but also in practicing empathy for those who may be hardest hit financially.

ameripriseadvisors.com

Ameriprise Advisor

How long could the volatility last and how might it impact you? Experts from Ameriprise Financial and Columbia Threadneedle answer top client questions in a new audiocast. Listen on our website homepage.

ameripriseadvisors.com Ameriprise Advisors - Ethos Financial Partners in Thornton, CO

goodhousekeeping.com

7 Tips to Stay Productive (and Sane!) if You're Working From Home Right Now

Like many others, we are working remotely and are available to help you by phone or online. We hope you are all staying safe and healthy!

goodhousekeeping.com Step one: Put on real clothes instead of pajamas.

Before you retire, consider health insurance for the types of care that Medicare doesn’t cover. Let’s connect to talk about how you can make the most of your benefits.

cnbc.com

Why millennials may shrug at the stock market's troubles

Depending on your life stage, the recent stock market drama may impact you differently. Nevertheless, it’s important to understand the potential impacts to your portfolio. We’re here to help.

cnbc.com For many millennials, the recent stock market troubles don't mean much.

We are excited to announce that we have a new team member who joined us this week! Please help us welcome LaShauna to Ethos Financial Partners!

#Taxseason is in full swing. We can help you help your employees use their tax returns to improve their #financialwellness.

You probably know of a local nonprofit that would benefit from more support. I’ll show you how I support nonprofits by helping their members improve their financial confidence. If you’d like to learn how, let’s talk. #communitysupport

marketwatch.com

Dow bounces nearly 1,300 points as stocks end sharply higher following worst week since 2008

Market volatility may continue due to uncertainty in the global economy amidst the coronavirus impacts. If you have questions about the impact on your financial goals, call us to discuss.

marketwatch.com U.S. stocks rise sharply on Monday, coming off the worst week of losses since the 2008 financial crisis, as markets wrestle with the implications of the...

You are unique, and so are your goals. That’s why we take the time to understand what’s important to you and offer personalized advice tailored to you. Let’s talk about how we can help you feel more financially confident by preparing for the expected and unexpected.

marketwatch.com

As mortgage rates remain near three-year lows, here are 5 questions to ask yourself before you refinance your mortgage

Record low mortgage rates and refinancing can be good news – but taking out a new home loan isn’t foolproof. We're available to help you review how a new or updated mortgage fits into your overall financial plan.

marketwatch.com The average rate for a 30-year fixed-rate mortgage now stands at 3.45%, the lowest since 2016 — and that’s spurring a wave of refinancing activity.

cnbc.com

Avoid this investing mistake as coronavirus fears grip the markets

When markets turn volatile, it’s natural to wonder what to do. Investment mistakes are often made when emotions overtake logic. Before taking action, call us to talk through questions or concerns.

cnbc.com As coronavirus fears send the Dow Jones Industrial Average down triple digits, there's one move you want to avoid making. Here's the mistake one behavioral finance expert says investors are most susceptible to at these times — and what you should do instead.

ameripriseadvisors.com

Manage tax impacts today and in retirement with IRAs

You have until April 15 to fund both your Traditional and Roth IRAs to help save on your 2019 tax bill – and boost your retirement savings. We can join a conversation with your tax professional to help determine what fits with your situation and goals.

ameripriseadvisors.com Traditional and Roth IRAs can help you boost retirement savings and mitigate taxes.

We believe trust is the foundation of any good relationship. We’re proud to work with clients over time to help them achieve their goals and feel more secure about their financial future.

money.com

Millions of People Making More Than $75,000 Are Still Stuck Renting. Here's Why

Saving for a down payment on a house can be slowed by rising rental rates and student loan debt. We can sit down with you, or potential home buyers in your family, to develop a strategy.

money.com More than 10 million Americans making $75,000 or more a year are renting, according to a Harvard study.

Having more control over your time is key to improving both capacity and productivity. Let us help you free up some of your time by offering a #financialwellness education program to your employees. #nationaltimemanangementmonth

We are proud to announce that Jenne Trembley has been named an ACCREDITED ESTATE PLANNER® Designee by the National Association of Estate Planners & Councils.The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. Congratulations, Jenne! We are proud to work alongside you to help our clients achieve their financial goals.

nextavenue.org

When Your Parents Need Financial Help

Wondering what to do when your parents need financial help? Having a conversation about their needs is a good start. We’d be happy to help facilitate a discussion.

nextavenue.org What you can try to do for your mom and dad

Short-term headline news can cause market swings, but it’s important to keep such news in perspective. We can help develop a diversified investment strategy based on your long-term financial goals.

cnbc.com

Here's how your Social Security cost-of-living adjustment is calculated – and what it could look like in 2021

If you collect Social Security benefits, you may notice a 1.6% increase in your checks this year. What will 2021 bring?

cnbc.com Retirees living on fixed budgets count on one change every year: Social Security's annual cost-of-living adjustment. In 2020, beneficiaries got a 1.6% increase to their checks. New estimates point to how much next year's boost may be based on current data.

reuters.com

U.S. housing starts at 13-year high, factory output gains

The recent homebuilding surge suggests the housing market is back on track amid low mortgage rates. If you’ve been thinking about building a home, let’s discuss.

reuters.com U.S. homebuilding surged to a 13-year high in December as activity increased acr...

We’re excited to announce that Forbes named Brian Spinnato one of their Best-in-State Wealth Advisors for 2020, a list that spotlights top advisors across the U.S. We’re proud to work alongside Brian to help our clients achieve their financial goals. All of us at Ethos Financial Partners would like to thank our clients for their trust, which made this recognition possible.www.ameripriseadvisors.com/brian.j.spinnato/profile.

Gwen and Todd hosted a fun happy hour at Rita's Law last night! Thank you to everyone who stopped by!

ameriprise.com

Raising financially savvy kids

Teaching kids about money can help them learn how to save, spend, and grow their money wisely. Consider these six strategies to help give them hands-on experience.

ameriprise.com Find out how to teach kids about money so they can be financially responsible in life.

ameripriseadvisors.com

3 ways to organize your financial life in the New Year

The new year is a great time to review your finances. Here are three steps we can discuss to help keep your financial goals on track in 2020.

ameripriseadvisors.com Consider these steps as you review your finances this month.

ameriprise.com

Tax statement mailing dates

Here’s when you’ll receive your tax statements from Ameriprise based on the types of accounts and investments you own.

ameriprise.com Here’s what to expect and when.

Ethos Financial Partners's cover photo

usatoday.com

Is now a good time to buy a house? Economists say yes as the Federal Reserve holds interest rates steady

The Fed has signaled that it will keep interest rates steady for the time being. If you’ve been thinking about buying a home, learn why now could be a good time.

usatoday.com The Federal Reserve signaled it won’t raise interest rates for the time being, a potential boon for first-time homebuyers in 2020.

Timeline Photos

ameripriseadvisors.com

How to be confident in your retirement income plan

Deciding when to take Social Security is just one of the key actions on the way to retirement. Learn more about steps to take at important milestones.

ameripriseadvisors.com Take three crucial actions at specific milestones in the decade before you stop working.

You and your loved ones can feel more financially confident by starting discussions about money sooner rather than later. Let’s talk about how to keep communication open and productive.

ameriprise.com

Financial planning and investment advice during job transition

If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. We can help you understand your options and make an informed decision.

ameriprise.com Make these important decisions during your job transition to help position you to meet your future career and retirement goals.

We're getting festive here at Ethos!

You’ve worked hard toward your goals. If you plan to retire in 2020, let’s talk about what you can do now to make a smooth transition in the coming year.

money.usnews.com

10 Ways Retirement Has Changed Over the Past Decade

Baby boomers are typically more active and spend more money than retirees of previous generations. Learn other ways retirement has evolved in the last decade.

money.usnews.com Retirement is different now than it was just 10 years ago.

money.usnews.com

How to Gift Stock and Other Financial Gifts

If you’re considering cash or stock as gifts or donations, we can join a conversation with your tax advisor to help you maximize the benefit for both you and your recipient.

money.usnews.com Stock can make a great gift for you and the recipient.

ameripriseadvisors.com

Financial benefits of working in retirement

Whether by choice or necessity, there are benefits to working in retirement. Learn more about how you could gain more spending power while helping your retirement savings last longer.

ameripriseadvisors.com Working in retirement can provide several benefits and help your savings last longer.

Happy Thanksgiving! Wishing you and your family a wonderful, festive day, celebrating all there is to be thankful for.

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Telephone

Address


9351 Grant St
Thornton, CO
80229

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 14:00
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