Levi S. Brandriss, CFP(R)

08/08/2026

Is “Buy Now, Pay Later” (BNPL) hiding consumer debt? Credit card debt is at an all-time high (but historically low as a percentage of consumer income), but an evaluation of consumer exposure to the BNPL space suggests that it offers a very modest level of additional burden. Read more in this report from the Ameriprise Investment Research Group.

07/31/2026

Owen completed his summer internship with our practice this week and will be returning to CNU for his senior year this Fall.

Owen jumped right into the rhythm of the practice from the start. Over the 8 weeks, we saw growth in all the areas he touched: meeting support, financial planning tools and client data projects.

It was a pleasure having him with us this summer and wish him much success back on campus!

07/30/2026

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

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

07/17/2026

Help me in congratulating Kaitlyn on her 5th anniversary with the practice! She celebrated last week at the World Cup!

From Client Service Coordinator to Financial Advisor, and not stopping there! Kaitlyn is such an integral part of every aspect of the practice, I truly could not imagine where we'd be without her.

To many more!

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/10/2026

While an employment report released last week provided mixed messages, other measures of employment conditions reflect a somewhat stronger story: third-party data shows a fairly stable and good jobs picture for June and nonfarm payrolls are likely to be revised higher in the coming months. Learn more in this report from the Ameriprise Investment Research Group.

06/22/2026

Probably the most common question I am asked these days about the markets...

Could the AI engine overheat?

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!