Travis R Bowden

Making sense of the recent market volatility The investor concerns that fueled the recent stock correction continue to linger.

Geopolitical unrest, record debt levels, inflation, interest rates… Are you worried about how today’s environment is affecting your financial wellness? Let’s discuss the characteristics of different investment options and how to analyze whether they could potentially align with your long-term financial goals.

“History, a little perspective, and a well-thought-out investment strategy usually go a long way in helping investors navigate the expected and sometimes unexpected turbulence that routinely develops across financial markets — particularly in August.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

It's not always sunshine and rainbows. But the occasional storm shower can help reset the deck chairs. Get more expert insights by reading the latest Weekly Market Perspectives.

The duration of an average long-term disability claim is 34.6 months, according to the Council of Disability Awareness. How would you maintain your lifestyle if you couldn’t work for that long? Let’s talk about planning like you would for other emergencies.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

“In our view, investors should rationally consider the current landscape. Are markets correcting because they may have seen equity market gains come too far too fast? Or are markets falling because of true threats over economic conditions and the possibility of a global recession? We believe, the preponderance of evidence supports the former. The U.S. economy is currently moderating to more sustainable rates, but a near-term recession is not the most likely path ahead, in our view.” – Russell Price, Ameriprise Chief Economist

Is the Fed behind the curve? Get more expert insights by reading the latest Weekly Market Perspectives.

August 8 is , commemorating the establishment of the U.S. monetary system. Fun fact: a normal piece of paper can withstand about 400 folds before it breaks while a dollar bill can be folded at least 8,000 times.

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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The potential for long-term care expenses can pose a significant risk to the wealth you’ve accumulated— wealth you want for retirement or to leave as a legacy. Let’s talk about what you can do to help protect it.

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

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.

Midyear market pulse check Get the outlook for the second half of 2024.

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

If you have questions about the market and economic trends shaping your investments, let’s connect.

Midyear market pulse check Get the outlook for the second half of 2024.

Paying for college is stressful enough, but it’s even harder when you and your child haven’t set expectations on if or how you’ll share the financial burden. Reach out to learn steps you can take to make college more affordable.

“Frankly, we are starting to ask if last week’s CPI data was the ‘wake-up call’ the market needed to begin recognizing the value and opportunity that exists in areas outside of Big Tech.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Q2 earnings season takes on added significance as investors look for a broader market rally Get more expert insights by reading the latest Weekly Market Perspectives.

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

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session, we’ll explore the intersection between financial, physical and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

What life insurance policy is right for you? Let’s discuss the options and how they can help provide benefits during your lifetime, in addition to offering longer-term protection for loved ones.

Term and permanent life insurance Find out if a term or permanent life insurance may be right for your family.

Tax-smart retirement withdrawals Consider these four factors for creating a retirement income withdrawal strategy that can help you keep more of your money.

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

Protect yourself and your loved ones financially from life’s uncertainties so they could carry on with the lifestyle you want for them. Let’s set up time to review your protection plan.

Stocks and bonds: What’s the optimal mix? While both can help grow your money, there are several important distinctions to consider. I can help you get started.

Investing in Stocks and Bonds Learn about the benefits and risks of investing in stocks and bonds.

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

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