Jonathan Root - Ameriprise Financial Advisor

Jonathan Root - Ameriprise Financial Advisor Jonathan Root, CRPC, CDFA, BFA, CEPA, Private Wealth Advisor, Ameriprise Financial Services, LLC

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Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their sho...
06/23/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

Proud to be called "Dad" by these three. Happy Father's Day!
06/21/2026

Proud to be called "Dad" by these three. Happy Father's Day!

06/20/2026

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.

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.
06/19/2026

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.

It's National Root Beer Day. My marketing assistant said I had to.
06/17/2026

It's National Root Beer Day. My marketing assistant said I had to.

It's National Bourbon Day. Here are 5 quick facts about "America's Native Spirit:"USA Only: Bourbon must be made in the ...
06/14/2026

It's National Bourbon Day. Here are 5 quick facts about "America's Native Spirit:"

USA Only: Bourbon must be made in the United States to carry the name.

Corn is King: The recipe (mash bill) must be at least 51% corn.

Fresh Barrels: It has to be aged in brand-new, charred oak containers.

Nothing Added: No artificial colors or flavors are allowed—just grain, water, and wood.

Proof Limits: It must be distilled to no more than 160 proof and enter the barrel at no more than 125 proof.

A structured settlement can serve as a bridge, connecting the wealth you’ve accumulated to the day-to-day cash flow you ...
06/12/2026

A structured settlement can serve as a bridge, connecting the wealth you’ve accumulated to the day-to-day cash flow you need

A structured settlement can serve as a bridge, connecting the wealth you’ve accumulated to the day-to-day cash flow you need.

I visited my son Braden in Barcelona earlier this year. I saw a soccer match—Barcelona vs. Madrid.The first thing I noti...
06/10/2026

I visited my son Braden in Barcelona earlier this year. I saw a soccer match—Barcelona vs. Madrid.

The first thing I noticed? No alcohol in the stadium. None.

In the U.S., we can't imagine a baseball or football game without a beer. But over there, they’re so passionate (and a little crazy) that they had to cut it off to keep people from throwing bottles at the visitor bus.

It made me think about how much we value choice here in the States. Our kids have 15 sports to choose from; Europeans have one. Our investors have 1,000 ways to build a portfolio; other places are limited.

Choice is a luxury. But choice without a "coach" to help you pick the right one is just noise.

Glad to be back in the land of choices (and beer at ballgames). If you’re feeling overwhelmed by your financial choices, give me a shout.

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own ...
06/08/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, I'm here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

Today marks the anniversary of D-Day, a pivotal moment in history that serves as a powerful reminder of the cost of free...
06/06/2026

Today marks the anniversary of D-Day, a pivotal moment in history that serves as a powerful reminder of the cost of freedom. We honor the incredible courage and unwavering resolve of the Allied forces who landed on the beaches of Normandy 82 years ago.

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