Jonathan Root - Ameriprise Financial Advisor

06/02/2026

I’m a simple guy from Torrington, Connecticut. One thing I’ve learned over the years—and something I constantly tell my kids—is that looking someone in the eye and acknowledging their effort is the foundation of any good relationship.

Whether you are talking to the person behind the counter at Starbucks or managing a multi-million dollar portfolio, respect and "old school" manners matter. In my practice, I don’t treat you like an account number; I treat you like a person I’ve known for 20 years.

We’re all moving fast these days, but we’re never too busy to show a little appreciation for the people who do right by us.

To the clients who have referred their friends and family to me this year: Thank you. I don't take that trust lightly.

05/29/2026

Let's talk 529s on 5/29.

As of 2026, the rules have shifted significantly, giving you more flexibility to protect your wealth while investing in your children's (or grandchildren's) future. Here is what has changed:
-K-12 Cap Doubled: You can now withdraw up to $20,000 per year, per student, for K-12 expenses. This now includes more than just tuition—think tutoring, specialized materials, and even certain educational therapies.
-Beyond the 4-Year Degree: Funds can now be used for professional credentials, apprenticeships, and trade certifications.
-The "Exit Strategy": If your student doesn’t use all the funds, you can now roll over up to $35,000 (lifetime limit) into the beneficiary’s Roth IRA, provided the account has been open for at least 15 years.
-Super funding for 2026: You can "front-load" up to $95,000 in a single year ($190,000 for couples) by using five years of gift tax exclusions at once. This is a powerful move for moving assets out of your taxable estate while jumpstarting growth.
https://bit.ly/4nV0iId

05/27/2026

Let’s connect if you’d like to discuss how to incorporate fixed income into your portfolio in the new year.

Discover which fixed income opportunities could benefit you in the year ahead.

05/25/2026

Memorial Day weekend is a significant marker. It’s the unofficial start of summer, sure, but more importantly, it’s a day to pause and honor those who gave everything in service to this country.

05/21/2026

When the markets fluctuate, it’s natural to feel uncertain about your portfolio. I can provide personalized advice to support your financial goals throughout all market cycles.

05/18/2026

There's a big difference in the role your financial advisor plays while you are accumulating wealth versus when you are about to enter the distribution stage. The distribution stage requires much more of a presence from your advisor. I am here to be your dependable resource for transitioning into the next chapter.

05/15/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

05/10/2026

Happy Mother's Day to my wife, Jess.

Watching the way you care for our family and keep everything moving while we are on the road to Ole Miss or Virginia is something I never take for granted. You are the rock of this family, and I’m incredibly proud to be by your side.

Hope every mom out there is being celebrated today.

05/08/2026

I’m convinced there is no better month for a long walk than May. The air is clear, the trails are finally dry, and the humidity hasn't checked in yet. If you have a favorite local spot I should hit this weekend, let me know in the comments.

05/07/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.