Oak Tree Financial Services - Brookfield, WI: Ameriprise

09/08/2026

Every new skill begins with the ability to read, learn, and understand. This International Literacy Day, alongside reading and writing, let's champion financial literacy to help make informed life decisions.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/04/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

09/03/2026

September is Healthy Aging Month! Health starts with everyday choices, from staying active to sleeping well. Focus on caring for your body and mind and take time to understand your healthcare coverage needs.

09/02/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

08/31/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

08/28/2026

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

08/24/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.