QuantumView Wealth Management

We recently asked business owners about how they're approaching work and wealth to some striking results – like the one below. To explore more of their responses and the unique ways business ownership and wealth planning intersect, read on:

Fitting your life's work into your life's wealth raymondjames.com

If you're like most business owners, a substantial portion of your personal wealth is tied to your professional life. That invites more nuance and more negotiation into planning for a successful future:

Fitting your life's work into your life's wealth raymondjames.com

As a business owner, one of your greatest accomplishments is likely to be your biggest asset. That puts you in a unique position when it comes to wealth. Explore how fellow entrepreneurs are navigating the intersection of work and wealth here:

Fitting your life's work into your life's wealth raymondjames.com

Will Social Security be there when you retire? You're not alone in wondering. The good news is it won't disappear, but a lack of action from policymakers will mean major changes to the program in the not-so-distant future. Here's what you should know, and what might come next

www.raymondjamesconnect.com

“Investing takes discipline, patience, and an understanding that market and economic conditions move through good times and bad times. How one reacts or doesn't react to the stress is what largely determines investment success over time.”
- Anthony Saglimbene, Ameriprise Chief Market Strategist

What investors need to know right now Get more expert insights by reading the latest Weekly Market Perspectives.

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.

“We believe the AI secular trend remains well-intact, profit growth for Big Tech should remain strong in 2025, and some volatility should be expected in these stocks, though it shouldn't detract from their longer-term opportunities to profit from the early stages of AI expansion.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Investors are currently navigating in unsettled waters Get more expert insights by reading the latest Weekly Market Perspectives.

“The U.S. economy is primed to finish its tenth straight quarter of growth, inflation is approaching normalized levels, the unemployment rate is low, investor and consumer optimism is high, and the Federal Reserve is in the process of lowering interest rates. Pile on expectations for lower taxes, less regulation, and a growth-friendly business environment next year, and it’s not surprising that Americans are feeling pretty darn good about the future. And when Americans feel good, they generally open their wallets and spend.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Consumers are in a festive mood Get more expert insights by reading the latest Weekly Market Perspectives.

“And while you may not agree with the President and the fiscal policies of an opposing party, history clearly shows politics is seldom a reason not to invest in stocks. In our view, this is just another way to show the importance of adhering to a well-diversified investment approach while avoiding the temptation to let the concerns of the day (in this case, who occupies the White House for the next four years) detract from your chances of achieving your financial goals." – Anthony Saglimbene, Ameriprise Chief Market Strategist

Your portfolio doesn't care about who wins the White House or controls Congress longer-term Get more expert insights by reading the latest Weekly Market Perspectives.

“We believe investors should continue to count on a 'too-close-to-call' election result at the top of the ticket and divided government post-election. Results outside of this base case may cause some near-term market volatility as traders/investors attempt to discount what the results may mean for taxes, tariffs, sector opportunities/risks, and regulation. That said, fundamental conditions in the U.S. remain solid, and we believe a well-diversified portfolio should help investors weather the outcomes that develop once election results are known."– Anthony Saglimbene, Ameriprise Chief Market Strategist

Is the market starting to discount election results? Get more expert insights by reading the latest Weekly Market Perspectives.

“Simply, fear of a recession, which left some investors underexposed to equities this year, never came to pass. The future is always unknown. Are inflation and rates still too high, given the current state of the economy, and does that create a risk of a downturn? Yes. But below the surface, most (if not all) of the elevated inflation today resides in shelter costs. Most components of inflation are running at or below the Fed's 2.0% target. And while policy rates remain high by some measures, they are widely expected to ease back to more normalized levels over the coming quarters.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

Procrastination is an investor's worst enemy Get more expert insights by reading the latest Weekly Market Perspectives.

There’s been a lot of unexpected developments in the 2024 U.S. presidential election. If you’re seeking to make sense of the potential investor impacts, take a look at this analysis from the Ameriprise Investment Research Group.

What the upcoming U.S. elections could mean for investors This year’s election season has provided more than its fair share of twists and turns.