Levi S. Brandriss, CFP(R)

06/11/2026

Please welcome Owen to the practice as our summer intern.

Owen is a rising senior at Christopher Newport University (Kaitlyn and Patrick's alma mater!). He'll be involved in all aspects of the practice - in meetings, service and planning elements.

Looking forward to a great summer!

https://bit.ly/4eC85Y6

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/03/2026

Congratulations and Happy 2nd Work Anniversary to Patrick!

Patrick started with us 2 years ago as a summer intern, and we never let him go!

The last several months have been especially challenging for Patrick , as he has been spearheading a major technology change in our financial planning software for the practice alongside studying, and PASSING his financial services licensing exams.

Help me in congratulating Patrick on his Series 7 and 66 exam passings and his 2 year work anniversary!

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/08/2026

Today is Katie's 3rd work anniversary with our practice.

Since 2023, Katie has helped us deliver top notch service and operations, a large reason why the practice continues to be recognized in that regard among our peers.

Thanks and happy anniversary, Katie!

05/07/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy.

🔗 Learn more: Ameriprise.com/FlyingSolo

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

04/03/2026

Strong corporate earnings remain a bright spot in the current market environment. Despite continued geopolitical headwinds and elevated oil prices, the S&P 500 is on track for the sixth straight quarter of profit growth in Q1. Read more in this recent update from the Ameriprise Investment Research Group.

03/24/2026

A lot going on impacting the market - trying to do my best to help cut through the noise.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

03/18/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.