Santosh Terala - Ameriprise Financial Advisor

08/22/2024

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

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08/22/2024

“It's mid-August, and we are in a seasonally weak period for stocks. Volatility usually climbs in August and September, and an upcoming election in November may keep markets wound tight and susceptible to periodic downdrafts.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

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

04/18/2024

“Stocks have begun to wobble over recent weeks as months of strong price gains and stretched valuations start to catch up with the reality of mixed economic data, still elevated inflation, and evolving expectations for the number of Fed rate cuts this year.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

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

08/28/2023

Why not just put it under the mattress? Investing for your retirement is not just smart, it’s necessary. At 4% inflation, after 25 years, your capital has less than half the purchasing power it has today. Reach out to learn more about inflation and other factors impacting your retirement.

02/09/2023

The Student Loan Forgiveness application is now live. Not sure if you qualify? Read this article to learn more.

Find out how the plan will work, who is eligible and how borrowers can get relief.

02/09/2023

It’s almost time for the big game! Who are you rooting for this year?

02/09/2023

The S&P 500 Index gained more than +6.0% in January for its best start to the year since 2019. Ameriprise Financial Chief Market Strategist Anthony Saglimbene reflects on these recent gains and what investors are watching for in the week ahead.

02/06/2023 Anthony Saglimbene In our previous Market Perspectives report, we pondered if investors' “hopeful” exuberance this year would finally collide with the Federal Reserve’s message of a more uncertain reality. For argument's sake, we’ll say hope continues to win the battle. The S&P 50...

10/20/2022

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

10/20/2022

Not everyone has group benefits through an employer, and even if you do are they enough to protect you? I can you help you review what you’re getting and perhaps what you’re missing.

10/20/2022

Patience, discipline, and a solid investment strategy is key to managing through what could be several more quarters of volatility and uncertainty.

10/17/2022 Anthony Saglimbene Last week, investors appeared willing to begin the search for a market bottom. That said, the S&P 500 Index finished the week lower by 1.6%, while the NASDAQ Composite dropped 3.1%. The S&P 500 is currently off more than 25% from its January peak, while the NASDAQ close...

10/20/2022

It’s National Financial Planning Month! In honor of the occasion, set aside time to check on your top financial goal and see if you’re on track. Then let’s set up a meeting to discuss.

09/01/2022

A job change is an ideal time to pause and review your broader financial picture. Let’s connect and evaluate your options.