Gage Wealth Advisors

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Gage Wealth Advisors Gage Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC

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Thank you to everyone who joined us for our annual trip to Lookout Farm! 🍎One of our favorite parts of this event is see...
10/12/2026

Thank you to everyone who joined us for our annual trip to Lookout Farm! 🍎

One of our favorite parts of this event is seeing familiar faces, meeting new ones, and spending time with the family and friends who are so important to our clients. As a firm that believes financial planning is about people and the generations connected to them, these moments mean a great deal to us.

We're grateful to everyone who helped make this year's event such a success. It's been incredible to watch this tradition continue to grow the last two years, and we're already looking forward to doing it all again next fall!

Interest rates have remained higher than many investors expected, creating challenges in some areas of the market. But t...
10/08/2026

Interest rates have remained higher than many investors expected, creating challenges in some areas of the market. But there may be another side to the story.

As Treasury and bond yields have moved higher, investors are seeing income opportunities that haven't been available in quite some time. While market volatility may continue as investors weigh economic growth, inflation, and future Federal Reserve actions, today's higher-rate environment is prompting many to take a fresh look at how fixed income fits into their overall investment strategy.

The bigger question isn't where rates go next. It's whether your current investment strategy is aligned with your financial goals.

Questions about how today's interest rate environment impacts your portfolio or financial plan?

Let's chat.

Looking to invest in your health, expand your knowledge, or help your family prepare for the future?Join us for three co...
10/06/2026

Looking to invest in your health, expand your knowledge, or help your family prepare for the future?

Join us for three complimentary webinars this October covering topics that impact every stage of life, from wellness and healthy aging to navigating the college admissions process. Whether you're focused on improving your well-being, supporting cognitive health, or preparing for college planning decisions, we hope you'll join us for these educational sessions.

📅 October 8
Health & Wellness with On Target Living
Practical strategies to improve nutrition, movement, recovery, and overall well-being.

📅 October 22
Retain Your Brain: How to Age Proof Your Most Valuable Asset
Research-based insights on brain health, memory, focus, and cognitive aging.

📅 October 29
The Changing Landscape of College Admissions
Learn what families should know about admissions trends, financial aid, scholarships, and college planning strategies.

Visit our events page to register or learn more: https://www.ameripriseadvisors.com/team/gage-wealth-advisors/events/

Why are interest rates still so high?Many investors expected interest rates to begin moving lower this year. Instead, Tr...
10/05/2026

Why are interest rates still so high?

Many investors expected interest rates to begin moving lower this year. Instead, Treasury yields have continued climbing as markets adjust to stronger-than-expected economic growth.

Recent economic data shows business activity remains strong, consumer spending has been resilient, and the labor market continues to hold up well. While that's generally positive for the economy, it also means the Federal Reserve has less urgency to lower interest rates.

As a result, markets are adjusting to the possibility that rates could remain higher for longer than many previously expected.

Higher interest rates can create challenges in some areas, particularly for borrowers, but they may also create opportunities for savers and investors seeking income. Understanding how today's rate environment impacts your personal financial plan is often more important than trying to predict where rates will go next.

Questions about what today's interest rate environment means for your financial plan? Let's start a conversation.

https://www.ameripriseadvisors.com/team/gage-wealth-advisors/

09/29/2026

Open enrollment season is here, and many employees are asking the same questions:

Which health plan is right for me?
Should I choose an HSA or FSA?
How much life insurance do I actually need?

A strong financial wellness program can help employees make more informed benefit decisions while connecting those choices to their broader financial planning goals. If you're looking for ways to better support your team this open enrollment season, lets chat!

#8423156

🎂Happy Birthday Eva!🎂We hope you have the best day!
09/26/2026

🎂Happy Birthday Eva!🎂

We hope you have the best day!

We had a great time meeting students at the Bentley University Career Fair this week!Our internship program is one of th...
09/24/2026

We had a great time meeting students at the Bentley University Career Fair this week!

Our internship program is one of the ways we invest in the future of the financial planning profession, and we were thrilled to connect with so many talented and motivated students.

We're grateful to everyone who took the time to connect with our team!

Open enrollment season is here, and many employees are faced with important decisions about their workplace retirement b...
09/22/2026

Open enrollment season is here, and many employees are faced with important decisions about their workplace retirement benefits.

Join us for a complimentary webinar, Taking Control of Your Workplace Retirement Benefits, where we'll cover retirement planning fundamentals, strategies to maximize your retirement savings, and practical ways to get the most from your employer-sponsored benefits.

Whether you're reviewing your elections for the year ahead or simply looking to better understand your options, this session can help you make more informed financial decisions.

📅 September 24 | 12:00 PM EST
🎓 Complimentary and open to all!

Register using the link below:
86666ab2-1323-4f16-b5ae-0fdbcef1cce2@7855c2e1-437a-4870-9615-daaacaed4348" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/86666ab2-1323-4f16-b5ae-0fdbcef1cce2@7855c2e1-437a-4870-9615-daaacaed4348

🎂Happy Birthday Anne Marie!🎂We hope you have an amazing day!
09/21/2026

🎂Happy Birthday Anne Marie!🎂

We hope you have an amazing day!

Looking to strengthen your financial foundation or better understand your workplace retirement benefits?Join us for two ...
09/09/2026

Looking to strengthen your financial foundation or better understand your workplace retirement benefits?

Join us for two FREE webinars this September covering key financial planning concepts and strategies to help you make the most of your workplace retirement benefits and long-term financial goals. We'd love to have you join us.

📅 September 17: Financial Planning: A Personal Guide

📅 September 24: Taking Control of Your Workplace Retirement Benefits

Visit our events page to register:
https://www.ameripriseadvisors.com/team/gage-wealth-advisors/events/

Address

450 Lexington Street
Auburndale, MA
02466

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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