Paolucci-Li Wealth Management

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

image.advisoremail.ameriprise.com

“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.

If you have questions about the market and economic trends shaping your investments, let’s connect.

Midyear market pulse check Get the outlook for the second half of 2024.

Paying for college is stressful enough, but it’s even harder when you and your child haven’t set expectations on if or how you’ll share the financial burden. Reach out to learn steps you can take to make college more affordable.

“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.

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session, we’ll explore the intersection between financial, physical and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.

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

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

“Several areas of the job market that were running hot last year have cooled this year, helping ease pressures on inflation and rebalance labor conditions.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Could investors be on the verge of the long-awaited soft-landing scenario? Get more expert insights by reading the latest Weekly Market Perspectives.

Whether you’re starting a new business or looking to grow one you already own, managing the financial aspects can be a huge undertaking. I 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.

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

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

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

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

While grieving the loss of a loved one, it can be difficult juggle funeral planning and financial matters – on top of the emotional strain. This guide can help reduce stress during this difficult time.

Financial steps to take when you lose a loved one A checklist to navigate the financial decisions after the death of a close family member or friend.

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

“Should economic and profit growth continue to stay positive in the second half, we see a path higher for U.S. major stock averages, possibly including broader participation, which was lacking in the first half of the year.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

A look at what drove markets in the first half of the year Get more expert insights by reading the latest Weekly Market Perspectives.

Periods of interest rate changes can bring much uncertainty for the markets and economy. Let’s discuss how previous rate cycles can help you make informed investment decisions.

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

The path to financial independence looks different for everyone. Help your employees achieve financial freedom by offering them workplace financial education with the Ameriprise Financial Wellness program. Message me to learn more.

“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.

“In our view, investors should lean toward the glass-half-full view but recognize macroeconomic conditions, as well as the nuances across corporate profits, consumers, and incoming economic data, may evolve in ways not fully discounted in asset prices at the moment.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Two competing macroeconomic narratives: Is the glass half-full or half-empty? Get more expert insights by reading the latest Weekly Market Perspectives.

Here’s what to consider when looking at interest rates and their influence on stock prices.

Will persistently high interest rates dampen stock momentum? Investors seeking clarity on the future direction of stocks may want to consider these clues.

Baby boomers are poised to pass on $84.4 trillion in wealth over the next two decades. Whether your inheritance is big or small, you don’t have to navigate the complexities alone. I will guide you through the process and help you determine how your inheritance may impact your financial goals.

Preparing for — and managing — an inheritance Effectively navigate the process of receiving and managing inherited wealth with this guide.

You deserve to relax on vacation. Here’s how you can plan for your travel expenses, so that you can focus on experiencing new cultures and making memories.

How to plan for the costs of a big trip Make your travel dreams a financial reality.

Did you know that leaving an employer isn't the only time you can move your retirement savings? You can roll your 401(k) fund into an IRA at any time – even while still employed at the same place. Let’s discuss if this strategy fits with your broader retirement savings plan.

Rolling over 401(k) while still employed Are there financial benefits to working while in retirement? Learn how your earnings could affect Social Security benefits so you can make an informed decision.

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