Wil F. Daniels, CEP, Financial Advisor

Curious about how elections influence market behavior? The U.S. Election Guide from explores historical market responses during election cycles and the role that the makeup of Congress historically plays.

U.S. election guide for investors Download our guide for a historical look at how past elections and presidents have impacted the markets and economy.

This Patriot Day, we honor the heroes of September 11, 2001, and remember those we lost.

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.

Even the most compatible couples sometimes disagree on how to spend their hard-earned dollars. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares five tips for finding common financial ground.

Five Tips to Find Financial Harmony With Your Partner Many couples trust each other and have shared goals for retirement, but more than half have yet to put an estate plan in place.

As you age, you may encounter different health care needs and costs. I can provide the guidance you need to navigate paying for medical expenses.

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

In the unfortunate circumstance that you lose a loved one, Social Security survivors’ benefits can offer financial peace of mind. I'm here to help and guide you through the process of applying for these benefits.

What to know about Social Security survivors benefits Social Security survivor benefits can help aid your family if a loved one passes. Here’s what you need to know about the program.

How many years are you from retirement? Review these important milestones to make sure you’re on track.

Retirement countdown milestones Our pre-retirement checklist may help you improve your savings.

What does your ideal retirement look like? I can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life.

Ways to boost your retirement savings Rev up your retirement savings with these tips.

Annuities come in many different forms and can be challenging to understand. I can help you make sense of them ― and how they may fit into your retirement income strategy.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

Will Medicare cover all of your health care costs? Don't let common myths like this get in the way of building your dream retirement.

Breaking down 6 common retirement planning myths aking into account these 6 common retirement myths can help you create a more realistic retirement plan and withdrawal strategy.

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 Take proactive steps today to help ensure your legacy is carried out as you wish.

With the projected shortfall of Social Security in the news, you may be worried. We can help you plan for a great retirement — regardless of what happens with Social Security.

Debunking 6 Social Security myths Get the facts on how the Social Security program works for retirees.

Regardless of where you are in your savings journey, we’re here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

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.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Annuities come in many different forms and can be challenging to understand. My team can help you make sense of them ― and how they may fit into your retirement income strategy.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

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

Fact or fiction?: Annuities are only for retirees. Get the truth behind this myth and more in this article.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

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.

Regardless of where you are in your savings journey, I’m here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

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.

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

The first half of 2024 is in the books. Ameriprise Financial Chief Economist Russell Price provides his insights on what may be in store as the year progresses.

2024 midyear economic outlook Find out what the future may hold for the U.S. economy.

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

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.