Martin B. Wheeler CFP, CRPC, APMA

Martin B. Wheeler CFP, CRPC, APMA Financial Advisor at Ameriprise Financial Services, LLC

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Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

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.

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals. Tip: The mor...
06/07/2026

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
06/05/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other f...
06/03/2026

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
06/01/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starti...
05/31/2026

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP

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