Julia Ortenzio, APMA

10/02/2023

In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.

09/23/2023

Happy Fall! What’s your favorite autumn activity?

09/14/2023

The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment.

09/04/2023

Wishing you a day of leisure and relaxing downtime. You’ve earned it! How are you spending the day?

08/24/2023

While progress has been made to address inflation in 2023, the picture could become muddied. Ameriprise Financial Chief Economist Russell Price explains why.

08/21/2023

It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you.

Understand the key steps to get started on planning for retirement.

07/18/2023

While the first half of 2023 has been marked with ups and downs, the markets and economy have remained notably resilient. Ameriprise Financial experts reflect on these developments and share their insights on what investors can look for in the second half.

07/12/2023

Whether you're thinking of downsizing or rightsizing your home in retirement, here are a few factors to consider.

As your life evolves, your needs change. Here is what to consider as you evaluate your housing options in retirement.

07/04/2023

Wishing you a safe and celebratory Independence Day!

06/21/2023

It’s officially summertime! How are you celebrating the new season?

06/18/2023

Happy Father’s Day to dads everywhere! How are you spending your day?

06/14/2023

As we move into the second half of 2023, Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains why high-quality stocks may be an opportunity for investors.