Adam M. Pashak, CFP

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.

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.

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.

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.

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

Make the most of your 529 plan contribution. Contact me to learn how accelerated gifting can make a difference.

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.

What’s at the top of your vacation bucket list? I can help you incorporate your dream destination into your financial goals.

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

“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.

Are you prepared for retirement challenges like how to grow your money, have income in retirement and pass on your wealth? I can help you implement solutions to help you feel more in control of your retirement planning.

Wishing all the dads a Happy Father’s Day!

When it comes to protection, you can always start small and extend coverage as your income and responsibilities grow. The important thing is to have it before you need it. I can help you figure out what’s right for you.

Happy National Donut Day! What’s your favorite kind of donut?

A. Glazed
B. Cream-filled
C. Cake
D. Frosted
E. Other – share in the comments

You’ve likely heard the buzz around medications like Ozempic. Here’s a look at the unique market potential of this new class of drugs.

How a new class of weight-loss drugs is reshaping health care — and impacting the overall economy As demand for GLP-1 drugs soars, find out what they are and why they could present a unique opportunity.

There can be a lot of misleading noise out there about the state of the U.S. economy. Don’t let it lead you astray when it comes to your investing decisions.

Common economic myths — debunked Separate fact from fiction.

While generative AI has plenty of potential, the technology is prone to offering seemingly authoritative responses with imperfect information. When it comes to your financial life, you’ll want personalized advice from someone who knows your unique goals, priorities and values.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.

Financial fraud is becoming more sophisticated and harder to detect. Be on the alert for these emerging scams and trends.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

Are you paying for services you’re not even using? Check your bills for subscriptions, memberships and other extras to uncover potential savings opportunities.

Smart strategies for minimizing expenses Cut spending and save more by incorporating these strategies into your financial routine.

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

Downsizing your home in retirement Understand your different housing options and how a new home may affect your retirement.

You may be looking for a solution that provides growth opportunities with a level of protection to help you weather market volatility. Let’s talk about what it could do to your portfolio.

How does life get better as you age?

Don’t let taxes get in the way of leaving the legacy you want. There’s a solution to help you pass on your wealth tax-efficiently to the next generation. Let’s talk about what you want.

Money market funds can provide short-term stability, but less long-term growth potential. Let's discuss ways to get cash off the sidelines.

From online phishing to lottery scams, learn about common types of fraud and how to protect yourself and your family.

Common types of financial fraud Learn about common types of financial fraud and how to protect yourself and your assets against these kinds of fraud attempts by identifying their signs.

If you’re interested in incorporating dividend-paying stocks into your portfolio, let’s connect.

The power of dividends: 3 trends to watch Why dividend-paying stocks shouldn’t be overlooked by investors.

Did you know the IRS requires you to withdraw money from select investments at a certain age? I can help you navigate these required minimum distributions (RMDs).