Joseph Grund
Managing Director & Financial Advisor at Ameriprise Financial Services, LLC
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16/06/2024
’s COLA could be lower in 2025 amid cooling inflation
Social Security’s COLA could be lower in 2025 amid cooling inflation The cost-of-living adjustment is supposed to keep pace with inflation and preserve buying power for its recipients
Mega backdoor conversions can boost tax-free growth — if you avoid these mistakes
14/06/2024
Jobless claims jump to highest level in 10 months
Jobless claims jump to highest level in 10 months The labor market may no longer be overheated
13/06/2024
Wholesale prices drop and add to evidence of easing
Wholesale prices drop and add to evidence of easing inflation U.S. wholesale prices fell in May for the second time in three months — thanks partly to lower gas prices — in perhaps another sign an upturn in inflation...
vs. : Here’s what the next president means for your taxes
10/06/2024
A thoughtful estate plan goes beyond who gets what. Let’s discuss the full benefits of an estate plan and how to get started.
The basics of estate planning Learn the fundamentals of estate planning and how it can benefit your legacy and loved ones.
Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.
03/05/2024
The indicated will remain higher for longer. What does that mean for you?
The Fed indicated rates will remain higher for longer. What does that mean for you? Mortgage rates, credit card rates, auto loan rates, and business loans with variable rates will all likely maintain their highs, with consequences for consumer spending, after the Federal Reserve indicated Wednesday that it doesn’t plan to cut interest rates until it has “greater confidence” t...
Major U.S. stock averages finished 4% to 5% lower in April, their first down month since October.
FEDERAL RESERVE
Fed keeps rates steady as it notes ‘lack of further progress’ on inflation
02/05/2024
“From an economic perspective, growth in the U.S. is starting to show signs of slowing from above-average trends seen in 2023.” - Anthony Saglimbene, Ameriprise Chief Market Strategist
Stocks are on pace to finish the month lower. Will April showers bring May flowers? Get more expert insights by reading the latest Weekly Market Perspectives.
As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2.
Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024.
Ameriprise Chief Economist Russell Price offers his reflections on the 2023 U.S. economy and shares his expert insight on what may be in store for the year ahead.
As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends.
The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.
As we enter the final quarter of 2023, Ameriprise Financial experts reflect on recent market and economic developments and share their insights on what investors can look for in the coming months.
16/09/2023
Effective in 2024, catch-up contributions for participants aged 50 or older must be made on a Roth basis under 401(k), 403(b), and governmental 457(b) plans for certain individuals. Let’s discuss how this change may impact your retirement planning strategy.
The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment.
14/09/2023
If you’re approaching retirement age, the SECURE Act 2.0 now allows you to save more to retirement accounts before you leave the workforce. Let’s review your plans and see how catch-up contribution changes may affect you.
10/09/2023
Beginning in 2024, beneficiaries of 529 plans that have been in place for 15 years or more may be able to transfer the assets to their Roth IRA – subject to the annual IRA contribution limits up to a lifetime maximum of $35,000. If you’re concerned about overfunding your child or grandchild’s 529 plan, this change could offer you more flexibility.
08/09/2023
Did you know: The recently passed SECURE Act 2.0 legislation increased the required minimum distribution (RMD) age to 73 in 2023 and 75 in 2033. Let’s discuss what this means for you and your retirement goals.
07/09/2023
Living trust vs. a Will — What’s the best way to pass an inheritance to your family?
Living trust vs. a Will — What’s the best way to pass an inheritance to your family? Wills and trusts are both used for estate planning, but function differently in how assets and money are passed.
While progress has been made to address inflation in 2023, the picture could become muddied. Ameriprise Financial Chief Economist Russell Price explains why.
03/08/2023
I’m proud to announce that I have been named to the 2023 Forbes Best-in-State Wealth Advisors list. This recognition means a lot to me, as it’s awarded to trusted financial advisors who empower their clients to feel confident, connected and in control of their financial futures. Thank you to my extraordinary team and clients – working with each of you is an honor and a privilege.
https://bit.ly/3KsVEyy
https://bit.ly/3KsVEyy
While the first half of 2023 has been marked with ups and downs, the markets and economy have remained notably resilient. Ameriprise Financial experts reflect on these developments and share their insights on what investors can look for in the second half.
14/07/2023
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
10/07/2023
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
07/07/2023
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
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