Brian Avrunin, CRPC

05/10/2026

Happy Mother's Day to all the amazing moms out there, I hope your day is as special as you are. You deserve to be celebrated and appreciated for all that you do.

05/08/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to me to learn more!

05/06/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

05/04/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.

05/01/2026

If higher inflation has you concerned about your financial position, let’s connect. Ican help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

04/29/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

04/27/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

04/24/2026

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, financial crisis or COVID-19 pandemic. It’s difficult to predict the markets – do you let volatility affect how you invest?

04/22/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

04/21/2026

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

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