James M. Gleason CRPC

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

Markets head into the summer with the bulls and bears increasingly at odds about the next move Get more expert insights by reading the latest Weekly Market Perspectives.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.