Bridge Wealth Management

History shows that the difficult practice of staying the course — or buying stocks while others are selling — can pay off in the long run. Let’s connect to discuss.

Making sense of the recent market volatility The investor concerns that fueled the recent stock correction continue to linger.

One way to understand the value of a company is to compare its stock price relative to the earnings analysts expect the company to produce in the next year. Since Covid-19, the price/earnings (p/e) of large companies has increased, while those of smaller companies has declined. This indicates that smaller companies are relatively cheap. These trends may move either direction in the short-term, however, they often revert to normal in the long-term. Long-term strategic investors should consider the valuation discrepancy as an opportunity to review their current allocation with their Ameriprise financial advisor.

If you or your family member needed long-term care now or in the future, how would you cover the costs? I can help you explore your options, while keeping you on track to accomplishing your financial goals.

How to plan for the cost of long-term care Find out how you can plan now for potential long-term care costs in the future.

What if hedging against market downturns meant opening the door to another category of investing? Interested? Let’s talk about a solution that can help with your overall investment strategy.

Confused about Medicare? Given the costs and milestones for Medicare enrollment, it’s important to discuss your situation and Medicare choices well before you retire. Let’s talk.

6 FAQs about Medicare Medicare is an important part of planning for retirement health care. Learn the basics.

Even the most compatible couples sometimes disagree on how to spend their hard-earned dollars. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares five tips for finding common financial ground.

Five Tips to Find Financial Harmony With Your Partner Many couples trust each other and have shared goals for retirement, but more than half have yet to put an estate plan in place.

Geopolitical unrest, record debt levels, inflation, interest rates… Are you worried about how today’s environment is affecting your financial wellness? Let’s discuss the characteristics of different investment options and how to analyze whether they could potentially align with your long-term financial goals.

Open enrollment is right around the corner – have you reexamined your health care coverage? If you are weighing your options, let’s talk about how you can make the most of your benefits.

7 things to consider during open enrollment Open enrollment offers a once-a-year opportunity to reevaluate your health care coverage.

As you age, you may encounter different health care needs and costs. I can provide the guidance you need to navigate paying for medical expenses.

Curious about how elections influence market behavior? The U.S. Election Guide from explores historical market responses during election cycles and the role that the makeup of Congress historically plays.

U.S. election guide for investors Download our guide for a historical look at how past elections and presidents have impacted the markets and economy.

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

The duration of an average long-term disability claim is 34.6 months, according to the Council of Disability Awareness. How would you maintain your lifestyle if you couldn’t work for that long? Let’s talk about planning like you would for other emergencies.

What goals have you set to create a happy and healthy life for you and your loved ones?

What will your health care costs be in retirement? Your income, age, health, location and more can all impact your costs. It’s a lot to consider, but I are here to help you plan for this essential and unavoidable expense.

Retirement health care costs Learn about retirement health care costs and prepare for expected and unexpected expenses at Ameriprise Financial.

Baby boomers are poised to pass on $84.4 trillion in wealth over the next two decades. Whether your inheritance is big or small, you don’t have to navigate the complexities alone. I will guide you through the process and help you determine how your inheritance may impact your financial goals.

Preparing for — and managing — an inheritance Effectively navigate the process of receiving and managing inherited wealth with this guide.

Paying for college is stressful enough, but it’s even harder when you and your child haven’t set expectations on if or how you’ll share the financial burden. Reach out to learn steps you can take to make college more affordable.

Estate planning is a team sport, typically involving you, your family and numerous other professionals. I am here to help assemble and coordinate your team to draft a plan unique to you and your legacy goals.

How to choose an estate planning team What to look for in an attorney, trustee, executor and other critical roles.

The potential for long-term care expenses can pose a significant risk to the wealth you’ve accumulated— wealth you want for retirement or to leave as a legacy. Let’s talk about what you can do to help protect it.

Annuities come in many different forms and can be challenging to understand. I team can help you make sense of them ― and how they may fit into your retirement income strategy.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

Small cap company stocks don’t typically perform well under pressure but are faring well during the recent pullback. Prior to July 10th, large cap peers had overperformed by a large margin. .

Finding the right balance between risk and reward can help minimize financial stress. In times of turbulence, rebalancing can help bring your portfolio back in line with your long-term strategy. I can review your investment mix and see if rebalancing is right for you.

How rebalancing can help you stay the course Rebalancing your portfolio can help you fight instincts to sideline assets when markets get rough.

79% of employees find that receiving resources from their employer on retirement planning is important. Message me to learn how your workplace can help support and deliver retirement planning education to your employees.

Not all financial goals have the luxury of time. With today’s higher interest rates, a short-term investment is an accessible place to park money for near-term goals, while also earning interest. Let’s review your options during our next meeting.

Tips on short-term investments Short-term investment strategies differ from long-term strategies. Review our investment tips to help you plan for a short investment time horizon.

Employees consider retirement plans to be the most important part of financial wellness. Message me to learn how the Ameriprise Financial Wellness program can help your workplace support employees planning for retirement.

If you have questions about the market and economic trends shaping your investments, let’s connect.

Midyear market pulse check Get the outlook for the second half of 2024.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

Fact or fiction?: Annuities are only for retirees. Get the truth behind this myth and more in this article.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.