Waypoint Wealth Solutions

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

07/27/2026

I’m excited to have been named one of three national finalists for the Catalyst Award to be presented at the 20th Annual Invest in Others Awards on September 17, 2026, in Boston, for my charitable contributions to Open Doors Outdoors.
The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country. I’ve been recognized for my work with Open Doors Outdoors.
Over the past five years, Udal has been a consistent and transformative presence for Open Doors Outdoors, a Glastonbury, CT-based organization dedicated to taking veterans, their families and young people into the outdoors for reconnection, healthy activity, and healing.
Look for the award category recipients to be named on September 17 at investinothers.org following the event.
If you know an advisor making a difference or contributing their talent, time, or treasure to a nonprofit, make sure Invest in Others is on their radar; their new grant program will be launching soon! Connect with them at investinothers.org

At Invest in Others, our mission is to amplify, celebrate and inspire the charitable works of those in the financial services industry. Philanthropic acts by individuals and companies helps strengthen the Financial Industry as a whole.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.