Eriko Hayakawa

"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.

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.

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

We are very proud of you, Walter! Congratulations 🎊🎈🍾🎉

The first quarter of 2024 was undoubtedly a welcome one for investors. Here’s what investors should be watching for in Q2.

What the Q1 stock gains may tell us about the 2024 market Can a strong start for stocks set the tone for the rest of the year?

“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.

April 15 is Tax Day. Whether you expect (or already received) a refund, or you owe money, we can help you decide what to do next.

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.

Whether you’re starting a new business or looking to grow one you already own, managing the financial aspects can be a huge undertaking. We can help you develop a personalized financial strategy for your venture.

Financial planning for business owners Starting a business? Keep these financial implications in mind so you can prepare accordingly.

“When January's performance is stronger than average, history shows the Index tends to produce a stronger return for the year relative to years where January's performance isn’t as hot. “Anthony Saglimbene, Ameriprise Chief Market Strategist

Federal Reserve appears it can have its cake and eat it too Get more expert insights by reading the latest Weekly Market Perspectives.

“Very little, outside of the resiliency in shelter costs, came as much of a surprise in the latest consumer inflation update, which we believe is a positive for keeping soft-landing scenarios alive at the start of the year.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Next few weeks provide insight into how companies navigated Q4 and trends shaping 2024 Get more expert insights by reading the latest Weekly Market Perspectives.

Slower, yet soundly positive, economic growth is what the Ameriprise Investment Research Group is watching for in 2024. Read more in this publication.

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The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

Tax brackets for 2023 and 2024 See which tax bracket you fall into and learn more about filing statuses and deductions.

Trying to time the market? Missing just a handful of good days can devastate your investing progress.

Organizing your financial records can give you clarity about your current financial situation. Let’s connect if you’d like to discuss the tools that Ameriprise offers clients to keep important documents accessible and secure.

Organizing your financial records: 6 steps Explore strategies to efficiently organize, retain and dispose of important financial documents.

“With investors having some time off to enjoy the Thanksgiving holiday last week, the market’s attention turned to the holiday shopping season kicking into high gear.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Black Friday spending sets a record. Can stocks coast into year-end? Get more expert insights by reading the latest Weekly Market Perspectives.

Are you missing out on 401(k) “freebies”? In this Wall Street Journal article, Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares the importance of getting your full employer-match.

How Much Should I Contribute to My 401(k)? Experts describe contributing to a 401(k) as “kind of a no-brainer.”

The final months of the year are a great time to meet with us. We can review your financial situation with your tax professional and discuss how you may be able to take advantage of these and other tax-saving opportunities.

8 ways to potentially lower your taxes It can pay to plan for tax season.

Decaf or regular? Cream or sugar? No matter how you take your coffee, take a moment to go fill your cup! Happy !

Without a budget agreement from Congress, a potential government shutdown looms as the Sept. 30 deadline approaches. Here's a look at how the market has reacted prior to and after past shutdowns.

SECURE Act 2.0, which became law in December 2022, offers new opportunities for investors saving for retirement. Let’s connect if you’d like to discuss how we can use the law’s new provisions to help you reach your financial goals.

Make the most of SECURE Act 2.0 6 opportunities for investors to consider

"In our view, investors may be best served by maintaining a well-diversified portfolio and avoiding the temptation to make material portfolio changes based on political noise in Washington.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

How stocks may react to a potential government shutdown What investors may want to consider.

Thank you so much, Chisato san!

“With the stock market rally finally beginning to broaden to areas that didn’t perform as well as Big Tech in the first half of the year, the tone of the market has shifted materially, in our view.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

Stock market rally broadens – though equities may be due for a small correction Get more expert insights by reading the latest Weekly Market Perspectives.

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I can help you understand all aspects of your benefits.

Infographic: Understanding Social Security benefits Our infographic can help answer questions about Social Security benefits, spousal benefits and more.

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?

Millennials: Do you find yourself managing competing demands for your time, money and focus? Marcy Keckler, Ameriprise Financial Senior Vice President of Financial Advice Strategy & Marketing, offers these tips for staying on top of it all.

Three Tips to Help Millennials Strengthen Their Finances Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.

“In our view, it would be irresponsible to assume stocks will keep running higher uninterrupted in the second half without experiencing a few bumps along the way — especially if core inflation remains sticky and consumer/business spending dampens.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Stocks resilient in first half of 2023; long-term investors should remain prudent for balance of year Get more expert insights by reading the latest Weekly Market Perspectives.

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.