Wishing you joy and prosperity in 2020.
Mark Walker, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner,Ameriprise Financial Services Inc. AR Insurance #2488482
Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. 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.
Wishing you joy and prosperity in 2020.
Here are three things to watch for in the 2020 investment markets. I can help you navigate ever-changing market conditions while staying on track to your financial goals.
Use our 2020 outlook to anticipate what may unfold and meet with your advisor for a portfolio check-up.
There’s still time to save on your 2019 taxes! Let’s talk about how certain account contributions and deductions could lower your tax bill.
“The only really happy people are those who have learned how to serve.” – Rick Warren, Author of A Purpose Driven Life. What are you doing to serve others?
Warmest thoughts and best wishes for a very Merry Christmas with family and friends!
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.
The Federal Reserve signaled it won’t raise interest rates for the time being, a potential boon for first-time homebuyers in 2020.
Happy first day of winter!
If your retired parents need financial support from you, experts say it’s important to set clear boundaries. If you’re helping a parent pay their bills, learn about tools to help protect your own retirement savings.
Setting limits is key.
Do you feel as though you are on track to meet your retirement savings goals? Let’s set up a meeting to help you and your family prepare for a more comfortable retirement.
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.
Retirement is different now than it was just 10 years ago.
During the season of giving, many choose to make financial gifts to their favorite charities. If you’re 70 ½ or older, you may have the option of making a qualified charitable distribution from your IRA. I can join a conversation with your tax advisor to help you navigate the process.
Retirees don't need to itemize to qualify for this charitable tax break.
The #AmeripriseResearch 2020 outlook calls for modest economic growth accompanied by low but positive market gains. The wildcards of trade and politics cast a decidedly large shadow over the outlook. What are your expectations for the markets in 2020?
There was nothing but good news last week on the trade policy front; but questions remain for U.S. and global economies, according to Ameriprise Chief Market Strategist David Joy.
The U.S. and China agreed on phase-one deal that avoided new tariffs and rolled back some existing ones.
Warmest thoughts and best wishes for joyous holiday time spent with family and friends.
The year is winding down. Have you accomplished your 2019 goals? Here are 6 things to consider now to start 2020 on a strong financial footing.
Before you know it, you'll be ringing in 2020 and making a list of New Year's resolutions. Here's why it's a good idea to get ahead of things now.
Talking to your parents about money can feel intimidating. Here are five questions you can ask to help get the conversation started.
Borrowing money from your parents can be a touchy subject, especially if they have their own financial goals and struggles. Experts suggest asking your parents five questions before accepting a loan.
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.
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.
“Have an attitude of gratitude.” – from the book Master Your Money by Ron Blue. What are you thankful for?
Keys to financial health include making a plan and being prepared. What are your goals for 2020? Let’s talk about how to achieve them.
Wishing you and your loved ones happiness, peace and joy.
Consumers remain the growth engine for the U.S. economy, while manufacturing continues to soften, according to Ameriprise Chief Market Strategist David Joy.
The week ahead is full of potentially market moving developments.
Is your 401(k) ready for market volatility? According to #AmeripriseResearch, the worst time to experience a market decline is the 5 years before & first 5 years into retirement - when your 401(k) value is often the highest. Let’s connect to review your asset allocation strategy.
Holiday shopping is a great time to talk to your kids about the importance of setting goals and saving up for things that are important to you.
Moving to a new city in retirement can be an exciting new adventure, but make sure it makes sense for your situation. Here are three things to consider before you make the move.
It might help help you achieve the retirement you've always wanted.
Blended families are on the rise, according to the Pew Research Center. If you’re among the 40% of new marriages in the U.S. with at least one person who was previously married, here are 4 tips for navigating your financial life together.
Forty percent of all new marriages in the U.S. include at least one person who was previously married and may already have kids. Having proper documentation and delegation of responsibilities as well as regular conversations about money is crucial to financial success, experts say.
Happy Thanksgiving! Wishing you and your family a wonderful, festive day, celebrating all there is to be thankful for.
The rally in U.S. equities stalled last week. A lack of market moving news could be to blame, according to Ameriprise Chief Market Strategist David Joy.
After six straight weeks of gains, the S&P 500 Index slipped 0.3 percent.
#SmallBusinessSaturday is a great time to show support for our local retailers during the busy holiday season. What is your favorite local small business?
“A lie doesn't become truth, wrong doesn't become right and evil doesn't become good, just because it's accepted by a majority.” – Rick Warren, Author of A Purpose Driven Life. How do you stand firm in your beliefs?
Gift cards are now the number one payment method that con artists use, according to the FTC. Learn the red flags to watch for and what to do if you’ve already been scammed.
Remember: Gift cards are only for gifts.
It is possible to balance paying down debt while investing at the same time. Let’s talk about making choices to help you achieve your financial goals.
Compared to 2018’s market peak, 2019’s trailing twelve-month sector performance (as of 11/18) is more balanced. Except for Energy, all sectors show relatively solid gains - #AmeripriseResearch. Let’s connect to discuss your allocation strategy.
When retirement can last up to 30 years or more, planning for expenses can feel daunting. Here are four insights to help you estimate expenses and make adjustments before retiring.
Planning your next 30 years of expenses isn't as easy as it seems. Here are 4 spending trends you need to understand.
One in five people regret combining money with their spouse or partner, according to MagnifyMoney. Here are three ways experts say can help you avoid feeling this way.
According to a new survey from MagnifyMoney, 1 in 5 people regret combining money with their spouse or partner. However, experts say there are ways to avoid feeling this way.
A six-week rally in U.S. equities has produced an 8 percent gain and established new record highs. Ameriprise Chief Market Strategist David Joy weighs in on what this could mean by year-end.
The S&P 500 is now higher on the year by 24.5 percent.
Remove the noise of daily market fluctuations due to trade talks, geopolitical tensions, growth concerns and what the central banks will do next, and you can see that the general trend across stock prices has improved since the end of summer. #AmeripriseResearch
How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.
The number of Americans age 65 and over who continue to work has doubled since 1985, according to a study by United Income. Learn about the pros and cons of encore careers.
Fitness--both physical and financial--is key to successful entrepreneurship.
The Fed has cut rates by .25% for the third time this year. Learn about the impact it could have on your finances.
For consumers, lower rates do mean cheaper loans, which can impact your mortgage, home equity loan, credit card, student loan tab and car payment. On the flip side, you'll earn less interest on savings accounts and, in some cases, lose buying power over time.
Couples may not always see eye to eye about money – but maintaining communication and developing good habits can help lead to financial harmony.
Today is World Kindness Day!
If you’re changing your Medicare coverage during open enrollment and you plan to travel outside the U.S. next year, make sure you know whether your insurance will go with you.
Coverage for medical services while away from home depends on where you're going and how you get your Medicare benefits, along with whether you need emergency or routine service.
The S&P 500 index has had five straight weeks of gains and hit a new all-time high. Ameriprise Chief Market Strategist David Joy weighs in on what has led to the recent rally.
The economic expansion continues to grow, led by a strong consumer.
Medicare open enrollment is underway. If you are weighing your options for next year, let’s connect to talk about how you can make the most of your benefits.
Medicare has a few different parts. Learn about what each part is, and how you might make adjustments based on changes in your health.
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