Russel L Phelps III MSFP CFP CDFA APMA AWMA of Trinity Wealth Advisors

Russel L Phelps III MSFP CFP CDFA APMA AWMA of Trinity Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC
Private Wealth Advisor

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Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
06/10/2026

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

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

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.

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan ca...
06/09/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
06/08/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

06/06/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
06/05/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

Let’s connect if you’d like to discuss how learnings from 2025 may help inform your investment choices for 2026.
06/04/2026

Let’s connect if you’d like to discuss how learnings from 2025 may help inform your investment choices for 2026.

Looking back on this year’s market movements — and ahead to 2026.

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better under...
06/03/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment oppor...
06/01/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

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Folsom, CA

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Tuesday 8:30am - 6pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 3pm

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