Jeffery Hattaway, Financial Advisor

03/17/2023

Happy St. Patrick’s Day!

03/06/2023

Are you doing enough to protect yourself from identify theft? Learn five of the most common types of fraud and how to avoid them.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.

02/27/2023

Are you holding elevated balances in your checking or saving account? If so, you may want to consider a higher-yielding cash investment, such as a money market fund or Treasury Bills. Let’s connect – we can determine the right cash investments for your situation.

Cash has returned as a viable investing opportunity.

02/24/2023

In Bloomberg’s recently released 2022 rankings, Ameriprise Financial Chief Economist Russell Price is named as the third most accurate economic forecaster in the U.S. retail broker/dealer industry.* He’s achieved a spot in the top three for the past seven years. This ranking also places him in the seventh position globally.

02/08/2023

February is Black History Month – a time to honor and celebrate the achievements of the Black community and support the continued fight for racial equality.

02/06/2023

What brings you meaning in your work?

02/04/2023

For most of us, financial freedom doesn’t happen overnight – it takes dedication, perseverance and a long-range view. What financial milestones are you working toward?

01/30/2023

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

01/26/2023

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

01/24/2023

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.