Deveau & Associates

11/17/2024

Is your portfolio full of “taxed-as-you go” investments? Let’s talk about the possibility of tax-deferred solutions for your portfolio.

11/16/2024

“In terms of scope and longer-term market reactions to a Trump 2.0 presidency (outside of the immediate impacts on stocks and bonds last week), there is much undetermined and left open for investors to interpret at the moment.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

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

11/07/2024

Only 32% of Americans have a will. Let me help educate your employees through the Ameriprise Financial Wellness program on leaving a legacy and the benefits of starting an estate plan. Message me to learn more.

11/06/2024

70% of individuals aged 65 or older will need long term care, according to the U.S. Department of Health and Human Services. November is Long-Term Care Awareness Month care - a good opportunity for us to meet and review your long-term care coverage options.

11/05/2024

Despite the uncertainty leading up to the election and anxiety about post-election market reactions, the S&P 500 Index returned 20.8% by the end of the third quarter, the strongest year-to-date performance since 1997.

10/23/2024

Will the last quarter of 2024 continue on a positive trajectory for the markets and economy? Ameriprise Financial experts weigh in.

10/22/2024

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.

10/19/2024

I am honored to work for a company that makes the development of their women leaders and advisors a priority. Recently more than 100 female Ameriprise leaders came together to kick off the firm’s Women’s Global Leadership Academy, which supports the ongoing career and development goals of women leaders at Ameriprise. Congratulations to this amazing group of women!

10/18/2024

You may be looking for a solution that provides growth opportunities with a level of protection to help you weather market volatility. Let’s talk about what it could do to your portfolio.

10/17/2024

“At least based on history and these simple averages, there may still be more life in this bull. That said, there are several instances across history where a bull market has lasted far longer than the average and died much earlier. Yet, the frameup adds some perspective around the strength and duration of the current bull market, which helps ease some concerns that what we have seen over the last two years is out of the ordinary. At least thus far, this bull market run has looked run-of-the-mill, in our view.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

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

10/03/2024

Nuveen’s 2024 Social Security quick reference guide is now available. This overview of key concepts, rates, and thresholds is a great tool to refer to. Let’s talk before you take any action.

10/02/2024

The lifetime gift and estate transfer exemption amount may fall dramatically by 2026. Select investors may be better off using it now. Are you one of them?