Jeffrey L Halbreich, CFP

“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.

Wishing all the dads a Happy Father’s Day!

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 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.

Take control of your financial situation; take control of your life. Join and learn ways to gain confidence in your financial situation and care for and protect the people and things you love the most.

“The last few weeks have put investors on information overload, as a firehose of Q1 earnings releases, economic updates, and a Fed policy meeting have provided an abundance of information to digest and, importantly, drive stock direction.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

Investors less certain about direction of stock prices amid firehose of information Get more expert insights by reading the latest Weekly Market Perspectives.

Sharing love and gratitude with all moms today. Happy Mother’s Day!

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.

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I’m interested in forming alliances with CPAs and tax professionals that see value in incorporating customized financial services into their tax practice with a financial planning professional. Message me to see what an alliance could look like, or please share to your network.

Elections can create uncertainty, but sitting on the sidelines could be a costly mistake. Get in touch to learn why dividend-paying stocks may be an effective strategy to help reduce risk–without sacrificing growth potential.

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

17 Tips for Baby Boomers To Tackle Their Student Debt If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

Interested in growing your money with a level of protection against loss in any market condition? Let’s talk.

First quarter market performance indicates investors anticipate lower interest rates later this year. Anthony Saglimbene, Chief Market Strategist at Ameriprise Financial, shares insights on this and more in a recent Reuters interview.

How the US stock market rocketed through the first quarter The U.S. stock market is off to a soaring start in 2024, as optimism over the economy and interest rate cuts has combined with exuberance about the business opportunity in artificial intelligence to stir up a potent cocktail for equities.

Market performance broadened in March. While Info Tech (IT) was the big driver of S&P 500 performance in 2023 and the beginning of this year, its March performance only ranked 9th among the 11 sectors. The average sector returns outside of IT were 4.2%, compared to IT's 1.9% during the month. The S&P 500 returned 3.1%.

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

“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.

Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips for starting your marriage on the right financial path.

Have these financial discussions before you get married Before you get married, discuss these important financial topics with your partner. Contact an Ameriprise financial advisor today to learn more.

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.

College cost madness? Let’s start planning for your child or grandchild’s education and review your funding options.

Improving economic conditions, excitement around generative AI and a Fed likely poised to lower rates later this year have spurred U.S. stocks since October. But market strength is not just a U.S. story. Investors have found tailwinds in most developed markets, though concerns in China have pressured emerging market indices.

April is National Financial Literacy Month. What’s one financial topic you’d like to learn more about this month?

At the March meeting, the Federal Reserve left its fed funds rate unchanged for the fifth consecutive meeting. With three rate cuts still penciled in for 2024, policymakers are now less likely to surprise the market this year. From the Fed’s vantage point, growth is holding strong in the U.S., inflation is slowly moving back to target and the committee remains confident in its policy approach and economic forecasts.

Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?