Veillette, Donato & Associates

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

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.

August 15th is . What’s your favorite way to relax? (e.g., read a good book, take a walk, listen to music, etc.) What a great idea!

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

“In our view, investors should rationally consider the current landscape. Are markets correcting because they may have seen equity market gains come too far too fast? Or are markets falling because of true threats over economic conditions and the possibility of a global recession? We believe, the preponderance of evidence supports the former. The U.S. economy is currently moderating to more sustainable rates, but a near-term recession is not the most likely path ahead, in our view.” – Russell Price, Ameriprise Chief Economist

Is the Fed behind the curve? Get more expert insights by reading the latest Weekly Market Perspectives.

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from on today's market swings.

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“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.

"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.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

“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.

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

Stocks and bonds: What’s the optimal mix? While both can help grow your money, there are several important distinctions to consider. We can help you get started.

Investing in Stocks and Bonds Learn about the benefits and risks of investing in stocks and bonds.

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

What excites you about your future? How are you preparing for it today?

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

“Though a majority of S&P 500 sectors and industries are expected to see solid profit growth in the second half, investors will likely want to see continued improvement in inflation, a path forward for lower interest rates, and stable economic conditions before they are comfortable allocating more investment dollars to cyclically exposed areas of the market.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Can the stock rally broaden in the second half of the year? Get more expert insights by reading the latest Weekly Market Perspectives.

Here’s an interesting analysis from Franklin Templeton on the upcoming U.S. elections. If you have any concerns about the potential market impact, let’s connect.

Do elections matter for markets? Understand the potential market implications of competing policy outcomes.

Wishing all the dads a Happy Father’s Day!

“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.

“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.

Are you one of the 68% of people who plan to leave real estate to your heirs? Whether it’s a primary residence or a vacation home, communicating your intentions can help mitigate any confusion. Here are three tips to help you start the conversation.

3 tips to successfully passing on real estate to heirs How you set up your gift and communicate your wishes can be an act of kindness for loved ones.

How does life get better as you age?