Mark Hopler

The potential for long-term care expenses can pose a significant risk to the wealth you’ve accumulated— wealth you want for retirement or to leave as a legacy. Let’s talk about what you can do to help protect it.

49% of employees have experienced mental health struggles due to financial stress. Help your workforce thrive with the Ameriprise Financial Wellness program and support your employees’ wellbeing. Send me a message to learn more.

Saving money on taxes today can help your money grow faster. Together we can develop a strategy for potentially reducing your income tax burden while continuing to grow your assets.

How much of your income are you assigning to expenses vs. savings goals? I can help you manage the costs of today while also working toward your goals for tomorrow.

Congratulations to the class of 2024! Best wishes on your next grand adventure.

Curious which party in power will most impact the markets? Historically, the stock market has been resilient. Reach out to discuss ways we can prioritize your long-term investment strategies instead of short-term political events.

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.

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

Fluctuating markets can sometimes lead to emotion-driven investment choices. Before you make a move, let’s connect to discuss any changes to your risk tolerance and time horizon.

3 ways to help reduce investment risk How can you mitigate investment risk? Consider these investment strategies to help reduce investment risk and potentially earn more consistent returns over time.

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

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.

“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

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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

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.

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

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.

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

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.

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

Protect yourself and your loved ones financially from life’s uncertainties so they could carry on with the lifestyle you want for them. Let’s set up time to review your protection plan.

Through the Ameriprise Financial Wellness program, we can help your employees understand investing and how they can align their financial strategy to short- and long-term goals. Message me to learn more.

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. 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.

Don't let volatility derail your retirement goals. Stay informed and prepared for market fluctuations. Reach out to discuss your options.

Need help deciding when the best time is to take your Social Security? When it comes to retirement income, there is a lot to consider. Get in touch to discuss your options.

“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.

Have you considered expanding your portfolio with global stocks? Reach out if you’d like help with your investing strategy.