Matthew Jacobson CFP, CRPC

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.

“The economy is growing, which is a positive for corporate profits, which should be a positive for stock prices outside of some near-term volatility.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Market rotation continues as investors eye big tech earnings, fed decision Get more expert insights by reading the latest Weekly Market Perspectives.

I’m honored to announce that I have received the distinct honor of being recognized as an Ameriprise Private Wealth Advisor. This status is earned through demonstrated excellence in client service, completion of industry-recognized qualifications, and extensive experience serving the complex financial needs of affluent clients. I am part of the approximately twenty percent of nearly 10,000 Ameriprise financial advisors to attain this. Thank you for your trust and loyalty!

Matthew Jacobson, Private Wealth Advisor in Edina, MN Matthew Jacobson is an Ameriprise Private Wealth Advisor serving the Edina, MN area. Get the personal financial advice you need to achieve your goals.

"There has been an important shift in the direction of market action over the last week or so and one where the underappreciated have suddenly sprung to life and are now exacting some revenge on the investors who have doubted (i.e., underweighted) their place within a portfolio.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

A shift in market sentiment gives life to forgotten sectors Get more expert insights by reading the latest Weekly Market Perspectives.

“Frankly, we are starting to ask if last week’s CPI data was the ‘wake-up call’ the market needed to begin recognizing the value and opportunity that exists in areas outside of Big Tech.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Q2 earnings season takes on added significance as investors look for a broader market rally Get more expert insights by reading the latest Weekly Market Perspectives.

“Several areas of the job market that were running hot last year have cooled this year, helping ease pressures on inflation and rebalance labor conditions.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Could investors be on the verge of the long-awaited soft-landing scenario? Get more expert insights by reading the latest Weekly Market Perspectives.

Planning can turn dreams into realities. Let’s talk about where you want to be financially 1, 5 or even 20 years from now and how we can work together to help you get there.

Wishing all the dads a Happy Father’s Day!

There have been some reported glitches with the rollout of the new 2024-25 FAFSA form. If you’ve had issues filling out the application, know that you still have time before the June 30 deadline.

New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.

Without action from Congress, Social Security will be unable to fully pay benefits starting in 2035, according to 2024 OASDI Trustees Report. If you are concerned about the uncertainty of these funds, we can work to add more flexibility into your personalized retirement income plan.

Social Security Trustees Project Fund Shortfall in 2035 Benefits would be cut by 17% without action by Congress

Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity.

How new 529 rules can help with retirement planning How SECURE Act 2.0 has impacted 529 plans.

Sharing love and gratitude with all moms today. Happy Mother’s Day!

“The Fed remains on pace to cut rates this year, employment in the U.S. is softening but remains strong, and Big Tech (the main driver of S&P 500 profit growth in 2024) continues to drive forward on all cylinders.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Even a Hollywood director couldn’t have scripted better developments for investors last week Get more expert insights by reading the latest Weekly Market Perspectives.

Are you and your partner aligned on your retirement goals? According to a new research study from Ameriprise Financial, 93% of couples have shared goals for retirement and overwhelmingly trust their partner on money matters.

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National Small Business Week recognizes the significant contributions of America’s entrepreneurs and small business owners. How will you support local businesses this week?

“Combined with warmer-than-expected inflation trends, still robust growth across the services economy, and U.S. Treasury yields bumping up at their highest levels of the year, some of the more extreme bullish narratives about growth and stock returns for this year are in the process of being tempered.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Growth, inflation data and Middle East tensions insert increased uncertainty into soft-landing narrative Get more expert insights by reading the latest Weekly Market Perspectives.

First quarter market performance indicates investors anticipate lower interest rates later this year. Anthony Saglimbene, Chief Market Strategist at Ameriprise Financial, shares insights on this and more in a recent Reuters interview.

How the US stock market rocketed through the first quarter The U.S. stock market is off to a soaring start in 2024, as optimism over the economy and interest rate cuts has combined with exuberance about the business opportunity in artificial intelligence to stir up a potent cocktail for equities.

“Looking out over coming quarters, history suggests a strong start to the year for stocks can bode well for investors through the rest of the year. In the other 16 years that the S&P 500 rose +8.0% or more in the first quarter only in 1987 did the Index close the year lower.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Can a strong start for stocks set the tone for the rest of the year? Get more expert insights by reading the latest Weekly Market Perspectives.

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.

You can’t predict a job loss, but you can prepare for it. Here’s a list of steps you can take in advance – just in case.

How to prepare for job loss Learn how to prepare for job loss. Ameriprise financial advisors offer helpful advice on how you can start preparing for a potential job loss. Learn more here.

A well-diversified investment strategy can help investors participate in the current bull market while also managing against risk. Let’s connect if you’d like to discuss.

Bulls vs. bears: Will stocks continue to rise? Can the 2024 bull market push higher?