Vivien Balcker, CRPC

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/28/2026

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

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

10/28/2026

Attending a Solutions Summit in Texas.
Listening to our Chief Economist Russell Price and Chief Market Strategist Anthony Saglimbene.
Preparing for ideas of how to structure portfolios based on economic prospects.

10/28/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

10/22/2026

If you have been putting off your breast cancer screening, this is your nudge. Memorial Health Hospitals has a 50 dollar mammogram offer in October for women over 40, and it is an easy step worth making time for.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/01/2026

🍂 Open Enrollment Is Here: Are You Making the Most of Your Benefits?
Open enrollment is more than just checking boxes. It's your annual opportunity to review your benefits and make choices that support your health, finances, and long-term goals.
Before enrollment deadlines arrive, take a few minutes to review these helpful resources:
✅ Open Enrollment Checklist Make sure you're reviewing all the important decisions before submitting your elections. 🔗 View the Checklist
✅ Which Health Plan Is Right for You? Compare deductibles, copays, provider networks, and Health Savings Account eligibility to help determine which option best fits your family's needs. 🔗 Compare Your Options
✅ The Triple Tax Advantage of an HSA Many people are surprised to learn that Health Savings Accounts offer: • Tax-deductible contributions • Tax-free growth • Tax-free withdrawals for qualified medical expenses
Learn why HSAs can be one of the most powerful tools in your financial plan. 🔗 Learn About HSAs
💡 Question for the group: What benefit election causes you the most uncertainty each year?
⬜ Choosing a health plan
⬜ HSA contributions
⬜ Life & disability insurance
⬜ Retirement plan contributions
⬜ Other
Comment below or send me a message. A few thoughtful decisions during open enrollment can have a meaningful impact on your financial future.

Make the tax benefits of an HSA work for you now and in retirement.

09/30/2026

Reminder to check your statements!

Don't live in autopilot.

09/27/2026

Nothing beats a night at the ballpark! Our team traded stocks for for homeruns while watching the Marlins take on the Braves. Great game, great company and even better memories!

09/24/2026

When you lose a loved one, especially someone who handle the finances, it can be very scary to make any changes.
Don't let anyone push you into anything you are not ready for..
You need to be heard, you have a voice.
Take time to grieve.
Put one step in front of the other.
You got this.