Jackie Weinstein, MBA, CRPC Financial Advisor

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Financial Advisor, Ameriprise Financial Services, LLC

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11/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Getting ready to enroll in Medicare?Understanding your deadlines, coverage options and potential costs can help you appr...
11/04/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

It's not just about growing your money. It's about helping protect the legacy you want to leave. Tax-efficient strategie...
11/04/2026

It's not just about growing your money. It's about helping protect the legacy you want to leave. Tax-efficient strategies can connect today's growth with lasting support for the people and causes that matter most.

Contact us to learn about your options.

The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors? Whether...
11/03/2026

The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors? Whether you're evaluating opportunities in fixed income or considering the impact on your broader portfolio, I can help put today's market environment into perspective.

Understand what this key benchmark is, what’s driving the rise and how it could influence your investments.

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how th...
11/02/2026

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.

If you have questions about how today's AI market trends could affect your financial strategy, let's connect. I can help position your investment strategy for both opportunities and potential market surprises.

History offers some interesting clues.

Are you making the most of your retirement savings opportunities? Increasing your contributions, even gradually, can add...
11/01/2026

Are you making the most of your retirement savings opportunities?

Increasing your contributions, even gradually, can add up overtime and may offer tax advantages.

I can help you evaluate a contribution strategy that considers your goals, budget and overall financial plan.

What could an extra year of consistent saving mean for your future lifestyle?

Making the maximum contributions today can make a huge difference over time. We crunch the numbers.

Election headlines come and go.​Historically, long-term market performance has been shaped more by economic growth, earn...
10/31/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, I'm here to help.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whi...
10/29/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

Address

401 N Brand Boulevard, Ste 258
Burbank, CA
91203

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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