McCormick Wealth Management Group

10/01/2025

Join us in celebrating Brian McCormick, who has been named to the 2025 Forbes Best-in-State Next-Generation Wealth Advisors list. Congratulations, Brian! All of us at McCormick Wealth Management Group share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

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Brian McCormick is an Ameriprise Financial Advisor serving the Bohemia, NY area. Get the personal financial advice you need to achieve your goals.

07/14/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

06/23/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

03/19/2022

"This is the time to pull the lens out, focus on longer-term fundamentals (which remain positive), and let your properly diversified portfolio do its job."

03/14/2022 Anthony Saglimbene Stocks across the world continued their slide lower last week. Ongoing geopolitical frictions caused by the Russia/Ukraine war and rising inflation pressures kept stocks on the defensive. Concerns that economic and corporate profit growth could slow more meaningfully th...

03/18/2022

A lot can happen to your home in a year. Do you have enough homeowners insurance coverage?

You should go through a homeowners insurance checklist at the beginning of each year to ensure you have the necessary coverage.

03/17/2022

How do you find the right balance when you're saving for the future? Let's talk about ways you can balance growth opportunities with a level of protection to help reduce some of the risk that comes with investing.

12/21/2021

Winter is here! How do you prefer to celebrate the season: cozy inside or adventurous outside?

12/20/2021

Wherever you are and whomever you’re celebrating with, may your holiday season be a happy, hopeful one.

11/11/2021

A safe deposit box isn’t a wise choice for every item. Consider storing these nine things in another equally safe – but more accessible – location.

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.

11/10/2021

The Ameriprise Investment Research Group believes the removal of Fed support will be gradual. For much of 2022, interest rates are likely to remain near the zero bound. Thus, monetary policy is also likely to support higher asset prices for at least the first half of 2022.

11/08/2021

Ameriprise Financial was named Most Trusted Wealth Manager by Investor’s Business Daily.

Looking to hire a financial advisor? A survey found Ameriprise and two other wealth management companies were most trusted by their clients.

11/04/2021

Whether you've recently purchased your home, are planning to sell, or intend to stay for the long haul, here are five home improvements that can yield high returns on your investment.

Whether you've just closed on your home, plan to sell, or intend to stay, here are improvements that yield high returns on your investment.