Theresa Pflieger - Ameriprise Financial Advisor

Wishing all the dads a Happy Father’s Day!

On Tuesday, June 18, we're hosting a webinar - Paying for College: Financial Steps to Consider.

Join us from 12:00 - 1:00 MDT to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans. No matter what stage your child or grandchild is currently in, you'll hear relevant and insightful strategies that can be applied to your situation.

Register on our website.

Financial seminars and events - Summit Wealth Management | Ameriprise Financial Learn about upcoming financial seminars and financial events in Greenwood Village, CO, hosted by financial advisor: Summit Wealth Management.

“Stocks rallied higher on the final day of the month following data showing personal income remaining largely static versus month-ago levels, the Fed’s preferred inflation gauge coming in line with expectations, and spending trends cooling.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

Several economic reports this week could help shape stock direction Get more expert insights by reading the latest Weekly Market Perspectives.

The political noise surrounding the upcoming election often creates anxiety about the markets. Your investment portfolio should be built to weather different economic — and political — cycles. If you're concerned about how you might be affected, we're here to help.

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

On Tuesday, June 18, we're hosting a Paying for College webinar at 12:00 p.m. MST.

Join us to learn about valuable resources and information around college savings strategies, financial aid and smart borrowing options, and how to reduce debt and pay off student loans.

Register on the events page on our website:

Financial seminars and events - Summit Wealth Management | Ameriprise Financial Learn about upcoming financial seminars and financial events in Greenwood Village, CO, hosted by financial advisor: Summit Wealth Management.

I want to recognize National Camping Month, not only because it's fun, but because it's great for all phases of health. Being outdoors has been shown to improve physical and mental health, leading to improved memory, attention, and impulse control, which is great for your financial health as well.

I'm looking forward to spending some time outdoors with my family this summer. Where are your adventures taking you?

“Under the surface, several stocks and sectors are still attractively priced based on their forward earnings expectations over the next twelve months.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Several economic reports this week could help shape stock direction Get more expert insights by reading the latest Weekly Market Perspectives.

May 29 is National 529 Savings Plan Day.

529 plans aren’t just for college savings anymore. Learn how this powerful tool can help you save for tax-advantaged investing, education, estate planning and more.

We would love to discuss the options with you or with someone you know who is saving for college. Contact us for more information.

Why 529 plans are a popular way to save for college expenses Learn the ins and outs of 529 plans.

Grateful for a day to honor and thank all those who’ve sacrificed their lives serving and protecting our country.

“With the S&P 500, NASDAQ, and Dow all tracing fresh all-time highs, investor sentiment has again shifted toward a more accepting view of current conditions, and one that continues to see lower inflation and rising profits driving a soft-landing for the U.S. economy this year.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Investor sentiment has again shifted toward a more accepting view of current conditions Get more expert insights by reading the latest Weekly Market Perspectives.

How does life get better as you age?

We're hosting our monthly happy hour at Ruth's Chris in DTC this Thursday, May 23. Join us and learn more about working with an advisor to develop wealth strategies aligned with your priorities.

RSVP here: https://bit.ly/3USCEO9

Market and Economic update & Generational Wealth Conversations – Helping families successfully transfer wealth.

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 3pm – 4pm Mountain
Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®️, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

Registration Link: Ameriprise Virtual Client Event - May 2024

After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.
HOSTED BY: Summit Wealth Management, Ameriprise Financial Services, LLC

Financial seminars and events - Summit Wealth Management | Ameriprise Financial Learn about upcoming financial seminars and financial events in Greenwood Village, CO, hosted by financial advisor: Summit Wealth Management.

From 529 plans to Coverdell Education Savings Accounts, there are numerous college saving options to consider. We can help you weigh the pros and cons of each and create a plan that best fits your needs. Contact us for more information.

Saving for college: What to know about your options What to consider as you choose an appropriate saving vehicle to meet your goals.

Did you know the IRS requires you to withdraw money from select investments at a certain age? I can help you navigate these required minimum distributions (RMDs).

If you're interested in learning more about working with a financial advisor to help you achieve your goals, join us for one of our monthly happy hours at Ruth's Chris DTC. Our next one is Thursday, May 23.

These informal events on the fourth Thursday of each month offer the opportunity to meet our team and get answers to your questions.

https://bit.ly/4ao4VBU

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.

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. Contact us for more information.

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

I'm very excited to announce I have obtained a new certification: CERTIFIED FINANCIAL PLANNER™️ Professional from the CFP Board.

When it comes to financial planning, being a Certified Financial Planner (CFP®️) is considered the standard of excellence. As a CFP®️ professional, I am committed to serving your best interests with a personalized approach. Is there someone in your life who could benefit from working with a CFP®️? Feel free to share my contact information.

https://bit.ly/3UyqcTR

Title: Market and Economic update & Generational Wealth Conversations – Helping families successfully transfer wealth.

Join us for a virtual presentation on Thursday – May 23rd, 2024. The event is complimentary. Below are details about the event.

Thursday, May 23rd: 3pm – 4pm Mountain
Anthony Saglimbene, Chief Market Strategist for Ameriprise Financial, will share his insights on today’s market and economic environment. He has been with the Ameriprise Financial for over 20 years and in this role, he provides analysis and research on market trends across asset classes, sectors, and regions for the firm. Saglimbene’s views on the market and asset allocation are frequently seen in news media including, Bloomberg, The Wall Street Journal, Financial Times, The Associated Press, U.S. News & World Report, Reuters and Investor’s Business Daily.

Additionally, Doug Orton, CRPC®️, Vice President, MFS Fund Distributors, Inc., will share perspectives and present Family Wealth Management - Generational Wealth Conversations. The session will focus on guiding in the communication, engagement, and education for families to successfully transfer wealth.

Registration Link: Ameriprise Virtual Client Event - May 2024

After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.

By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing-up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event.
HOSTED BY: Summit Wealth Management, Ameriprise Financial Services, LLC

Financial seminars and events - Summit Wealth Management | Ameriprise Financial Learn about upcoming financial seminars and financial events in Greenwood Village, CO, hosted by financial advisor: Summit Wealth Management.

“From an economic perspective, growth in the U.S. is starting to show signs of slowing from above-average trends seen in 2023.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Stocks are on pace to finish the month lower. Will April showers bring May flowers? Get more expert insights by reading the latest Weekly Market Perspectives.

There is a day for everything, and today is International Life Insurance Day, which is a great time to bring up the topic.

What life insurance policy is right for you? Let’s discuss the options and how they can help provide benefits during your lifetime, in addition to offering longer-term protection for loved ones.

Term and permanent life insurance Find out if a term or permanent life insurance may be right for your family.

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.

www.ameriprise.com

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

April 27 is Teach Your Children to Save Day! When you were young, what was one piece of financial advice that stuck with you?

“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.

If you have questions about working with a financial advisor, join us for happy hour tomorrow at Ruth's Chris DTC. RSVP on our website.

https://bit.ly/4da5QIW

I love a day dedicated to celebrating books! What are you reading? What should I be reading?