Jason Taub

06/25/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

06/25/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

06/25/2026

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/18/2026

Feeling confident today doesn’t remove the need to plan ahead.

Ameriprise Financial research shows many financially solo adults are thinking carefully about aging, long‑term care costs, and making savings last — key considerations when planning independently.

06/17/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/17/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk. https://bit.ly/4eMRpgC

Could the AI engine overheat?

06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.