Zachary Intermill - Aspen Grove Wealth Financial Advisor

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If the political noise surrounding the upcoming election is making you feel anxious about your investment strategy, let’s connect. Your investment portfolio should be built to weather different economic — and political — cycles.

2024 U.S. elections: What investors need to know Don’t let the political noise distract you from your investment strategy.

To help keep you up to date and informed, I have a monthly Markets & Economy email newsletter where you can get the latest insights on market and economic conditions. Sign up to have it delivered straight to your inbox!

Zachary Intermill, Financial Advisor in Fairfax, VA Zachary Intermill is an Ameriprise Financial Advisor serving the Fairfax, VA area. Get the personal financial advice you need to achieve your goals.

We’re excited to announce that Forbes magazine has named Aspen Grove Wealth as one of their 2024 Best-in-State Wealth Management Teams. We are so proud to work on a team where everyone is devoted to looking out for our clients, their families and all they’ve worked to achieve, especially when life becomes unpredictable. Join us in celebrating this magnificent accomplishment!

Zachary Intermill CFP in Fairfax, VA Get financial guidance in Fairfax, VA from Zachary Intermill & balance pursuing tomorrow's dreams with your goals for today.

“Clearly, there are solid arguments to make on each side of the bull and bear case for stocks.” Anthony Saglimbene, Ameriprise Chief Market Strategist

The bull & bear case for stocks Get more expert insights by reading the latest Weekly Market Perspectives.

Against the current economic backdrop of higher inflation and interest rates, you may be able to benefit from expanding the global reach of your portfolio where economic growth may be stronger. Get in touch to discuss your options.

Smart investing requires the right mindset and the right plan. We can help you make progress toward your goals through a combination of steady investing and rebalancing.

6 key principles for long-term investors Time-tested basics to inform your investment portfolio decisions and support your financial goals.

We work to understand our clients as well as we understand the markets. That’s why we’re pleased to share that Ameriprise Financial earned a 2023 Hearts & Wallets Top Performer™️ recognition in “Understands me and shares my values.” Learn more about Ameriprise’s ratings in the investment industry: https://bit.ly/3w2n3h3.

Ameriprise Financial Reviews Learn how we've been recognized as one of the top financial advisor companies in the industry.

Hindsight is 20/20. What financial lessons did you learn from the pandemic? Let’s talk about what comes next for you.

A new study from Ameriprise Financial shows the impact adult children continue to have on their parents’ finances. 78% of millennials have received significant financial help from family. Before you give or request money from a relative, let’s discuss the potential impacts.

How Much Can Parents Afford to Give to Their Millennial Children? A new Ameriprise survey about millennials shows that is a question that may continue to come up during planning conversations.

Are you maximizing your 401(k) plan’s potential? Here are 7 questions that investors — especially those early in their career — should ask themselves when evaluating their employer-sponsored plan.

Make the most of your 401(k) For many investors, 401(k) plans are the cornerstone of their retirement income strategy.

In Bloomberg’s recently released 2022 rankings, Ameriprise Financial Chief Economist Russell Price is named as the third most accurate economic forecaster in the U.S. retail broker/dealer industry.* He’s achieved a spot in the top three for the past seven years. This ranking also places him in the seventh position globally.

What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.

2 Minutes on Asset Allocation Asset allocation is a fundamental component of goal-based advice.

For most of us, financial freedom doesn’t happen overnight – it takes dedication, perseverance and a long-range view. What financial milestones are you working toward?

If you have left or are leaving a job, you should know your options regarding your 401(k)

Don't forget about your old 401(k) if you quit a job or are laid off. What departing workers need to know While not everyone participates in a 401(k), those who do should know what their options are for their retirement savings if they leave their employer.

Throughout history, there have been challenges and tribulations that every generation has faced. While significant, the market has typically risen after past downturns.

Some significant changes have happened for 2023 that may impact you!
Here is an overview of some of the big changes. As you review these new numbers, know I’m available to discuss how we can adjust your financial plan accordingly.

New numbers for 2023: Key changes from the IRS and SSA Find out the new contribution limits, tax brackets and key benefit changes for 2023.

With the holiday season in full swing, gift giving – whether charitable or personal – is top of mind for many. Here are a few things to consider if you’re planning to give a significant gift to loved ones or charities.

How to optimize your gifts to loved ones and charities 6 strategic factors to consider before you give.

Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.

Ghostly greetings to you and yours!

Budgeting for a baby? Here’s how much you might need to save.

How Much Does It Cost to Raise a Child? Some figures put the price of parenthood as high as $310,000, but as the saying goes, your mileage may vary.

Ongoing volatility can feel unsettling – even for the most experienced investors. As you continue to stay the course with your personalized financial plan, we can partner and help you make informed decisions.

The Social Security Administration’s 2023 Cost-of-Living Adjustment (COLA) is the biggest increase in four decades. This announcement comes as Americans continue to experience rising prices. If you’re concerned about inflation and its impact on your financial goals, let’s connect.

Social Security COLA 2023 benefits are rising 8.7% — here’s what that means for recipients Welcome the increase, but be mindful of your spending in this high-inflation environment.

The term “quality stock” is used often in the investment community, but what does it really mean? The Ameriprise Investment Research Group suggests quality stocks have high profitability, stable earnings, and low debt.

Sweet new year wishes to you and your loved ones this Rosh Hashanah.

If given the option, would you have taken personal finance classes in high school?

New education trend: Students required to take personal finance classes. Is it working? As high school students head back to school this year, a growing number of them might have a schedule that includes lessons in personal finance.

Do the recently passed CHIPS and Science Act and the Inflation Reduction Act create investment opportunities? Read what the Ameriprise Investment Research Group thinks in this Economic Views Brief.

A look at recently passed legislation Get a high-level overview of the CHIPS Act and Inflation Reduction Act.