Dan Adams - Ameriprise Financial Advisor

Wishing all the dads a Happy Father’s Day!

You deserve to relax on vacation. Here’s how you can plan for your travel expenses, so that you can focus on experiencing new cultures and making memories.

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

How does life get better as you age?

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.

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.

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.

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

Suspicious message? Don’t take the bait. Read this article on my website about how to protect yourself from common phishing scams.

Learn to spot phishing scams Phishing attacks are phony messages that can trick you into giving a scammer sensitive or financial information. Find out how you can better protect yourself.

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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It’s understandable for investors to be cautious about the ongoing rally in generative AI-related stocks. Let’s connect if you have questions or concerns.

AI boom or AI bubble? Why recent AI-fueled stock gains may have longevity.

Planting and investing are similar. The seeds we plant today can yield long-term benefits for our future. It's never too late to grow your wealth. I’m here to help you reach your goals.

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.

“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.

With high interest rates, rising prices and a cooling job market, it’s understandable to feel uneasy about the economy. Let’s connect if you’d like to discuss financial steps you can take to feel more secure.

6 strategies to manage economic uncertainty How to reduce your financial risk when the broader economic landscape feels challenging.

The 2023 tax season is almost over — and it’s not too early to start planning for 2024. Connect with me if you’d like to discuss proactive strategies you can take now to reduce your 2024 taxes.

Proactive tax planning: 7 steps Learn about tax brackets, withholding amounts, deduction strategies and more.

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

2023 saw existing home sales at their lowest since 1995. Ameriprise Financial chief economist Russell Price shares his forecast on whether this trend will continue into 2024.

2024 housing market outlook: Will prices continue to rise? Find out what’s in store for the U.S. housing sector this year.

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

History shows that it’s rare for the US stock market to have consecutive negative annual returns. Despite recent challenges, it is important to stay committed to your plan. Have you talked to an advisor about your financial goals?

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

Inflation pressures are easing and the economy is cooling. Here’s what that may mean for the direction of interest rates in 2024.

When will interest rates fall — and how fast? Get our interest rate outlook for 2024.

Bloomberg has recognized Ameriprise Financial Chief Economist Russell Price as one of the top three most accurate economic forecasters in the U.S. retail broker/dealer industry* for the eighth year running. Reach out to discuss how research insights from Russell and the rest of the Investment Research Group can support you.

Do you have excess funds invested in cash? If so, it’s worth considering how you may be able to lock in longer-term yields by moving to fixed income. Let’s connect if you’d like to discuss.

Why return to fixed income, now? The window of opportunity may be closing for investors.

Did you know that leaving an employer isn't the only time you can move your retirement savings? You can roll your 401(k) fund into an IRA at any time – even while still employed at the same place. Let’s discuss if this strategy fits with your broader retirement savings plan.

Rolling over 401(k) while still employed Are there financial benefits to working while in retirement? Learn how your earnings could affect Social Security benefits so you can make an informed decision.

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.