Joseph Lisanti CRPC Financial Advisor

How many years are you from retirement? Review these important milestones to make sure you’re on track. ameripriseadvisors.com/joseph.lisanti

Retirement countdown milestones Our pre-retirement checklist may help you improve your savings.

My team can help identify tax-smart strategies that make sense for your investment portfolio and your overall financial goals. ameripriseadvisors.com/joseph.lisanti

10 tax strategies for savvy investors Potentially keep more of your investment returns.

I can help identify tax-smart strategies that make sense for your investment portfolio and your overall financial goals. ameripriseadvisors.com/joseph.lisanti

10 tax strategies for savvy investors Potentially keep more of your investment returns.

Curious about how elections influence market behavior? The U.S. Election Guide from explores historical market responses during election cycles and the role that the makeup of Congress historically plays. ameripriseadvisors.com/joseph.lisanti

U.S. election guide for investors Download our guide for a historical look at how past elections and presidents have impacted the markets and economy.

History shows that the difficult practice of staying the course — or buying stocks while others are selling — can pay off in the long run. Let’s connect to discuss. ameripriseadvisors.com/joseph.lisanti

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

In the unfortunate circumstance that you lose a loved one, Social Security survivors’ benefits can offer financial peace of mind. I’m here to help and guide you through the process of applying for these benefits. ameripriseadvisors.com/joseph.lisanti

What to know about Social Security survivors benefits Social Security survivor benefits can help aid your family if a loved one passes. Here’s what you need to know about the program.

How many years are you from retirement? Review these important milestones to make sure you’re on track.ameripriseadvisors.com/joseph.lisanti

Retirement countdown milestones Our pre-retirement checklist may help you improve your savings.

What does your ideal retirement look like? I can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life.

Ways to boost your retirement savings Rev up your retirement savings with these tips.

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.

The first half of 2024 is in the books. Ameriprise Financial Chief Economist Russell Price provides his insights on what may be in store as the year progresses. ameripriseadvisors.com/joseph.lisanti

2024 midyear economic outlook Find out what the future may hold for the U.S. economy.

I can help you tune your bond and fixed income allocation for what may lie ahead. ameripriseadvisors.com/joseph.lisanti

Where are bond yields heading? Why investors may want to make a move to fixed income before interest rate cuts transpire.

If you have questions about the market and economic trends shaping your investments, let’s connect. ameripriseadvisors.com/joseph.lisanti

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

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. ameripriseadvisors.com/joseph.lisanti

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

Finding the right balance between risk and reward can help minimize financial stress. In times of turbulence, rebalancing can help bring your portfolio back in line with your long-term strategy. I can review your investment mix and see if rebalancing is right for you. ameripriseadvisors.com/joseph.lisanti

How rebalancing can help you stay the course Rebalancing your portfolio can help you fight instincts to sideline assets when markets get rough.

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.

Here’s what to consider when looking at interest rates and their influence on stock prices. ameripriseadvisors.com/joseph.lisanti

Will persistently high interest rates dampen stock momentum? Investors seeking clarity on the future direction of stocks may want to consider these clues.

“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.

China’s pivotal role in driving global growth has been called into question over the past few years, amid a downshift in its economic activity. Here’s how a China slowdown may affect U.S.-listed companies that are based, operate or sell into its market. ameripriseadvisors.com/joseph.lisanti

What the China slowdown may mean for U.S. stocks The impact of a slowing Chinese economy, explained.

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. ameripriseadvisors.com/joseph.lisanti

Do elections matter for markets? Understand the potential market implications of competing policy outcomes.

It's easy to delay answering uncomfortable questions like "What happens to my assets when I die?" Regardless of your age, I recommend working with your attorney to start or update your estate plan as soon as possible.
ameripriseadvisors.com/joseph.lisanti

Checklist: Getting started on estate planning Use this checklist to create an estate plan that reflects your goals and values.

“Stocks rallied higher on the final day of the month following data showing personal income remaining largely static versus month-ago levels, the Fed’s preferred inflation gauge coming in line with expectations, and spending trends cooling.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

Several economic reports this week could help shape stock direction Get more expert insights by reading the latest Weekly Market Perspectives.

Will or trust: Which one is right for you? Learn the basics of both and how they may fit into your broader estate planning needs.ameripriseadvisors.com/joseph.lisanti

The basics of wills and trusts Get answers to frequently asked questions about the basics of wills and trusts.

With the projected shortfall of Social Security in the news, you may be worried. We can help you plan for a great retirement — regardless of what happens with Social Security. ameripriseadvisors.com/joseph.lisanti

Debunking 6 Social Security myths Get the facts on how the Social Security program works for retirees.