Julia Ortenzio, APMA
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Financial Advisor, Vice President
Ameriprise Financial Services, LLC
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10/02/2023
In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.
Happy Fall! What’s your favorite autumn activity?
The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment.
Wishing you a day of leisure and relaxing downtime. You’ve earned it! How are you spending the day?
While progress has been made to address inflation in 2023, the picture could become muddied. Ameriprise Financial Chief Economist Russell Price explains why.
08/21/2023
It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you.
Retirement planning: The basics Understand the key steps to get started on planning for retirement.
While the first half of 2023 has been marked with ups and downs, the markets and economy have remained notably resilient. Ameriprise Financial experts reflect on these developments and share their insights on what investors can look for in the second half.
07/12/2023
Whether you're thinking of downsizing or rightsizing your home in retirement, here are a few factors to consider.
Downsizing your home in retirement As your life evolves, your needs change. Here is what to consider as you evaluate your housing options in retirement.
Wishing you a safe and celebratory Independence Day!
It’s officially summertime! How are you celebrating the new season?
Happy Father’s Day to dads everywhere! How are you spending your day?
As we move into the second half of 2023, Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains why high-quality stocks may be an opportunity for investors.
05/31/2023
How can you retire more comfortably and confidently during a challenging market? One option to consider is leveraging a bucket strategy, which segments your assets into three, time-focused categories. Let’s discuss if this option makes sense for you and your goals.
Today we commemorate those who have given their lives in service to our country. We honor their bravery now and always.
Wishing all moms a beautiful day full of love.
While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity.
Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy.
04/19/2023
Are you concerned about the impacts of taxes on your retirement savings? These strategies can help you reduce your taxes for the long term.
Manage your taxes in retirement Get tips to help reduce taxes in retirement. These strategies may help you keep more of your money.
04/03/2023
What is one financial tip you wish you’d known when you were younger?
In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system.
Spring is in the air! It’s a great time to take a fresh look at your financial goals. Let’s connect.
Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price.
02/16/2023
Great news: Emerson Street Financial Group has earned the distinct honor of receiving the Ameriprise Financial Client Experience Award again in 2022! Emerson Street Financial Group attained this level of distinction by consistently delivering exceptional client care, excellent service and personalized advice to help clients like you achieve their long-term financial goals. www.emersonstreetfinancialgroup.com
Ameriprise Financial Chief Market Strategist Anthony Saglimbene sheds light on three indicators that will likely influence the direction of stock prices in the coming months.
Wishing you feelings of love today and every day. Happy Valentine’s Day!
As the first quarter of 2023 kicks off, Ameriprise Financial experts discuss what to watch for in the new year, as well as strategies for investors to consider.
01/30/2023
Planning an early retirement? Let’s discuss when you should take Social Security benefits.
Should you delay taking Social Security retirement benefits? Here's what to consider Planning an early retirement? When to take Social Security benefits requires weighing more than just your retirement date.
01/06/2023
January is National Financial Wellness Month. It’s a great time to check your progress toward your goals. Let’s work together to help you feel confident about the year ahead.
01/04/2023
Regular physical movement, social interaction, and cognitive exercises can increase retirees’ quality of life.
In retirement, make this your new ‘job’ Change the concept of retirement from a negative 'what you no longer do' to a positive 'what you can do' to increase your quality of life.
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25 Recreation Park Drive, Suite 100
Hingham, MA
02043
Opening Hours
| Monday | 8am - 8pm |
| Tuesday | 8am - 8pm |
| Wednesday | 8am - 8pm |
| Thursday | 8am - 8pm |
| Friday | 8am - 8pm |
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