Wojcik, Folk & Associates

11/02/2026

A Roth conversion can sound simple: move money now, pay the tax, and potentially get tax-free withdrawals later. The decision is rarely that simple for a family.

The amount converted can affect this year's taxes and, for some people, future Medicare premiums. Joe and Jeremy like to look at the full picture with a client's tax professional before making a move. This article is a helpful starting point for the questions to ask.

With the right strategy, you can get more mileage out of a Roth conversion.

10/31/2026

Happy Halloweenie!

10/29/2026

Joe Wojcik

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

10/29/2026

Wojcik, Folk & Associates

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

10/29/2026

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, We hope your day is full of fun, laughter and a few sweet surprises.

10/28/2026

To our firefighters, police officers, EMTs, paramedics, and 911 dispatchers: thank you. When danger strikes, you run toward it to keep our communities safe. We are forever grateful for your courage, sacrifice, and dedication to answering the call.

10/23/2026

Happy birthday JoeWo! For every like this post gets, Joe has to a pushup on camera. Let's make him sweat.

10/21/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message us to learn more.

10/19/2026

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

10/17/2026

Life is full of hard choices, but deciding what kind of pasta to make for dinner might be the hardest one of all.

Are you a classic Spaghetti Bolognese loyalist, a Creamy Fettuccine Alfredo purist, or is spicy Penne alla Vodka your ultimate comfort food?