Mark Stephens - Ameriprise Financial Advisor

Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.

It’s never too early to start planning for your child or grandchild’s education. Let’s talk about your options for saving.

A new school year is here! For college students, school expenses can add up quickly. Help your child start the year off right by sharing these budgeting tips for college life.

6 budgeting tips for college students Tips on teaching your college kids about money, from jobs to budgets and spending.

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

Together, we can build a personalized financial plan that can continue to evolve – no matter where life may take you.

Does your financial future feel overwhelming? I am here to help guide you.

Don’t let short-term volatility derail your long-term investment plan. Despite market volatility, markets historically trend upwards. Understanding market cycles can provide context for current volatility and help you assess if your investments are aligned with your long-term financial goals.

In the U.S., retirements of 30 years or more are becoming more common. Let's talk about ways you can protect your income and your legacy from the financial demands of a longer life.

Medicare plans can be very overwhelming, and each situation is unique. Start by asking yourself some of these questions below to help inform your decision. Let’s discuss the tools and resources you can leverage to guide you through the process.

If market developments are concerning you, let’s connect. We can discuss investment strategies that fit your unique financial situation, risk tolerance and time horizon.

3 strategies to help reduce investment risk | Ameriprise Financial How can you avoid making investing decisions based on emotion? Consider these time-tested strategies.

More than two-thirds of investors say passing along generational wealth to their heirs is important to them, according to the Ameriprise Financial Money & Family study. Let's talk about your goals related to passing on wealth and what options may be best for you.

Money & Family study Findings show most investors plan to pass on wealth, but few are completely transparent about their intentions to do so.

Is buying a home or investment property one of your financial goals? If so, let’s connect – I can provide personalized financial advice on how to make that dream a reality.

4 questions to ask yourself in a tight real estate market Feel prepared when purchasing a personal or investment home.