Mark B. Sutton, Private Wealth Advisor

09/18/2026

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

4 economic forces driving growth — and 4 risks to watch.

09/16/2026

Many people treat beneficiary designations as a ""set it and forget it"" task when opening an account. However, one critical detail is often overlooked: beneficiary designations typically override instructions left in a will.

Major life events happen—marriages, divorces, the birth of children or grandchildren, or the loss of a loved one. If your accounts have not been updated to reflect those changes, your hard-earned assets might not go where you intend.

When was your last estate and account review?

09/15/2026

By strategically selling certain underperforming investments at a loss, you can help offset realized capital gains—or up to $3,000 of ordinary income—to optimize your tax position before Dec. 31. Ready to adjust your year-end playbook? Contact me.

09/12/2026

Wishing a happy, sweet, and prosperous New Year to all who are celebrating Rosh Hashanah! May the year ahead bring health, peace, and fulfillment to you and your loved ones.

09/11/2026

Today, we stop to honor and remember the brave heroes, first responders, and innocent lives lost on September 11, 2001. We will never forget their courage, strength, and unity.

09/07/2026

In observance of the holiday, our office is closed.We will reopen tomorrow during normal business hours.

Need to check your accounts while we are away? You can securely log in anytime at ameriprise.com.

09/04/2026

Have a safe and happy Labor Day weekend, everyone!

09/01/2026

10 Quick September Fun Facts:

9 Letters: The only month whose letter count matches its month number (9).

Latin Root: Septem means ""seven"" (its original position in the Roman calendar).

Birthday Peak: More Americans are born in mid-to-late September than any other time.

11 Missing Days: Britain and the U.S. skipped Sept. 3–13 in 1752 to fix the calendar.

Barley Month: Anglo-Saxons called it Gerst Monath for the barley harvest.

Oktoberfest: Starts in mid-September, not October.

Harvest Moon: Features the full moon closest to the autumn equinox.

Gems & Flowers: Sapphire birthstone; Aster and Morning Glory flowers.

Celtic Symbol: The apple tree symbolizes strength and generosity this month.

Pirate Day: Sept. 19 is officially International Talk Like a Pirate Day.

08/28/2026

We are winding down the final days of August! Before the busy autumn season catches up with us, make sure to take some time this weekend to relax, unwind, and enjoy your own temporary vacation. Have a safe, happy, and feel-good weekend, everyone!

08/26/2026

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.