Joel Schwartz - Ameriprise Financial Advisor

06/12/2026

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.

06/11/2026

Stepping away from your business is one of the biggest moves you’ll make.

Click the link to download our exclusive white paper and discover how our financial advisors can help you maximize value and transition with confidence.

https://bit.ly/3QiLFC2

06/10/2026

Happening Tomorrow—There’s Still Time to Join Us

If you’re navigating the challenges of caring for aging parents while supporting your family, don’t miss this opportunity to get clarity and guidance.

Join Summit Wealth Management for a complimentary webinar designed to help you confidently manage caregiving responsibilities while protecting your financial future.

✅ Practical strategies for finances, health, and legacy planning
✅ Insights to support your loved ones—without sacrificing your goals

Register here: https://bit.ly/4ojoHY7

06/09/2026

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

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.

06/08/2026

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.

06/06/2026

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

06/05/2026

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.

06/04/2026

One Week Away—Don’t Miss This Important Conversation

If you’re balancing the financial and emotional demands of caring for aging parents while supporting your family, now is the time to plan ahead.

Join Summit Wealth Management for a complimentary webinar next week on—and walk away with practical strategies to help you navigate caregiving with confidence.

✅ Learn how to manage finances, health considerations, and legacy planning
✅ Protect your long-term financial future
✅ Support the people who matter most—without sacrificing your own goals

RSVP now: https://bit.ly/4u9DhCB

06/03/2026

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

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