Circle in a Square Advisors

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.

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

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

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

“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.

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

Happy Book Lovers Day from our team of bibliophiles! Today is a great day to pick up a book and celebrate literature. Please see below to hear what some of our team members have been reading as of late!

Hannah is currently reading: Childism: Confronting Prejudice Against Children by Elisabeth Young-Bruehl, Ice Rivers: A Story of Glaciers, Wilderness, and Humanity by Jemma Wadham, The Way of Kings by Brandon Sanderson, and Gödel, Escher, Bach: An Eternal Golden Braid by Douglas R. Hofstadter

Michelle is currently reading: The Price We Pay - Marty Makary and The Wise Man’s Fear – Patrick Rothfuss

Jim is currently reading the novels for his new favorite movie franchise, Dune.

Madeleine is currently reading the ACOTAR series and trying to stay hip and in-the-know.

Drew is reading The Mental Game of Baseball: A Guide to Peak Performance by H.A. Dorfman.

Dick is reading I Cannot Write My Life: Islam, Arabic, and Slavery in Omar ibn Said's America by Mbaye Lo and Carl W. Ernst

Please feel free to share what you are currently reading and if we should add it to our lists!

We’ve made it to Instagram! Our team at Circle in a Square Advisors is excited to start this page as another way to connect with our clients and community. We hope this can be an interactive place and would love to hear from you! As always, please feel free to reach out to our team members with any questions. The link to our website is in our bio. Come say hi!

Happy International Cat Day to our fellow cat lovers! Please enjoy these pictures of our team cats. In order of appearance: Sassafras (Sassy), Tucker, Magnus and Jaws, and Muscat! We love our furry friends and would love to see yours!

Have you ever been in, or watched a foot race? As the runners turn the last corner and start their final sprint, the intensity ratchets up. This part of the race is known as the home stretch. During this critical stage, the last thing a runner wants to do is stumble with the finish line in sight.

As you get to the point in your career where you can start to see the retirement finish line, you’ll want to make sure you don’t stumble either. Join our upcoming webinar to learn about the seven things you need to do in the decade (or so) before you retire. By identifying potential hurdles, as well as strategies for success, you will feel better prepared as you sprint through your home stretch towards retirement.

RSVP here:

Financial seminars and events - Circle in a Square Advisors | Ameriprise Financial Learn about upcoming financial seminars and financial events in Washington, DC, hosted by financial advisor: Circle in a Square Advisors.

In the unfortunate circumstance that you lose a loved one, Social Security survivors’ benefits can offer financial peace of mind. We’re here to help and guide you through the process of applying for these benefits.

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.

Reminder that our next webinar is this Thursday (7/18) at 1pm ET! If you are the parent or family member of a high school student in grades 9-11, this is incredibly important info you will not want to miss. We will be covering the following:

• Admission trends have changed around how colleges admit students
• Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests
• The number of schools on the “more selective” list continues to grow
• Substantial changes to the FAFSA and financial aid may make college more expensive

Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

Please click here to RSVP for the event:

Financial seminars and events - Circle in a Square Advisors | Ameriprise Financial Learn about upcoming financial seminars and financial events in Washington, DC, hosted by financial advisor: Circle in a Square Advisors.

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

Please join us for the next webinar in our Seminar Series: Major Changes to College Search in 2024, presented by Cozy Wittman at College Inside Track. If you are the parent or family member of a high school student in grades 9-11, this is incredibly important info you will not want to miss. We will be covering the following:

• Admission trends have changed around how colleges admit students
• Schools have made ACT/SAT optional, but not necessarily when they award scholarships, and some colleges are going back to requiring standardized tests
• The number of schools on the “more selective” list continues to grow
• Substantial changes to the FAFSA and financial aid may make college more expensive

Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

Please click here to RSVP for the event: https://bit.ly/4cEJuyM

Please click here to register for the event and to receive a meeting link: https://bit.ly/3zAUYoe

Financial seminars and events - Circle in a Square Advisors | Ameriprise Financial Learn about upcoming financial seminars and financial events in Washington, DC, hosted by financial advisor: Circle in a Square Advisors.

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

Here’s what to consider when looking at interest rates and their influence on stock prices.

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

Wishing all the dads a Happy Father’s Day!

When it comes to protection, you can always start small and extend coverage as your income and responsibilities grow. The important thing is to have it before you need it. We can help you figure out what’s right for you.

“Equality means more than passing laws. The struggle is really won in the hearts and minds of the community, where it really counts.” – Barbara Gittings

Happy Pride Month! We hope this month brings joy, acceptance, and peace to all.

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.

How does life get better as you age?

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.

Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity.

How new 529 rules can help with retirement planning How SECURE Act 2.0 has impacted 529 plans.

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.

www.ameriprise.com

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y