Walker and Associates, A private wealth advisory practice of Ameriprise

Walker and Associates, A private wealth advisory practice of Ameriprise 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.
12/31/2019

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 conditio...
12/30/2019
2020 outlook: what to watch for in the investment market

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.

12/28/2019

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. ...
12/26/2019

“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!
12/25/2019

Warmest thoughts and best wishes for a very Merry Christmas with family and friends!

Happy first day of winter!
12/21/2019

Happy first day of winter!

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 you...
12/20/2019

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 reti...
12/19/2019
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.

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, y...
12/19/2019
How to Donate to Charity From Your IRA

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 ...
12/18/2019

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?

Warmest thoughts and best wishes for joyous holiday time spent with family and friends.
12/16/2019

Warmest thoughts and best wishes for joyous holiday time spent with family and friends.

Talking to your parents about money can feel intimidating. Here are five questions you can ask to help get the conversat...
12/13/2019
How to know if it's OK to borrow money from your parents once you're an adult

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...
12/13/2019

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 smoo...
12/12/2019

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?
12/12/2019

“Have an attitude of gratitude.” – from the book Master Your Money by Ron Blue. What are you thankful for?

12/11/2019

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.
12/11/2019

Wishing you and your loved ones happiness, peace and joy.

Is your 401(k) ready for market volatility? According to #AmeripriseResearch, the worst time to experience a market decl...
12/06/2019

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 tha...
12/06/2019

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. He...
12/05/2019
Here's why you should consider moving during retirement

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 ...
12/04/2019
4 ways to help blended families navigate finances

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.
11/27/2019

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

11/26/2019

#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 ma...
11/24/2019

“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?

It is possible to balance paying down debt while investing at the same time. Let’s talk about making choices to help you...
11/22/2019

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 f...
11/22/2019

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...
11/21/2019
The 4 realities of retirement spending that you need to know now

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 e...
11/20/2019
20% of Americans regret making this financial decision with their significant other

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.

Remove the noise of daily market fluctuations due to trade talks, geopolitical tensions, growth concerns and what the ce...
11/18/2019

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 impor...
11/15/2019

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

The Fed has cut rates by .25% for the third time this year. Learn about the impact it could have on your finances.
11/14/2019
Here's how the Fed rate cut affects you

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 le...
11/13/2019

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!
11/13/2019

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...
11/13/2019
How your travel plans affect which Medicare coverage you should choose

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.

Medicare open enrollment is underway. If you are weighing your options for next year, let’s connect to talk about how yo...
11/12/2019
Guide to understanding Medicare open enrollment

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.

Address

7401 Carmel Executive Park Dr, Ste 300
Charlotte, NC
28226

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

(704) 540-9996

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