James M. Gleason CRPC

09/02/2026

🎉 BIG NEWS! 🎉

Today marks an exciting new chapter as Bespoke Wealth Advisory Group joins ClearCourse Wealth Advisors!

Together, we're bringing more resources, expanded capabilities, and the same commitment to helping clients pursue their financial goals with confidence.

We're excited for what's ahead and grateful to everyone who helped make this day possible.

✨ Click below to meet our newly expanded team: https://bit.ly/4i3mS0i

📰 Read our official press release to learn more about this exciting milestone: https://bit.ly/4h4O3qu

08/24/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

08/12/2026

One of my favorite ways to connect with clients is by sharing an experience together. Our cooking class at Seasoned Farmhouse was filled with great people, great food, and even better connections. Here's a look back at a fantastic evening!

08/06/2026

08/03/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

07/20/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and I'm grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

07/13/2026

While an employment report released last week provided mixed messages, other measures of employment conditions reflect a somewhat stronger story: third-party data shows a fairly stable and good jobs picture for June and nonfarm payrolls are likely to be revised higher in the coming months. Learn more in this report from the Ameriprise Investment Research Group.

05/28/2026

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

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

05/11/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

04/23/2026

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.