James Gerten

02/08/2022

Ameriprise Chief Market Strategist David Joy discusses the stock gains and jump in bond yields after the unexpectedly strong January jobs report.

02/07/2022 David Joy The blowout January jobs report came as a big surprise and sent bond yields soaring. With evidence that the Omicron variant had slowed economic activity recently, and following a 301,000 decline in the January ADP employment report, expectations for job gains in the January Labo...

02/08/2022

Taking care of your financial future takes time and maintenance. Together, we can review your portfolio and adjust as needed.

02/04/2022

The expanded child tax credit from 2021 isn't over yet. Learn what Letter 6419 is and why you need it.

Parents are set to receive the rest of their child tax credit money. Learn why you need a specific IRS notice to get it.

02/04/2022

An employer-sponsored retirement plan may be the foundation to your retirement savings, but you’ll likely need more than one type of retirement account. Let’s meet and discuss your options.

Learn about a variety of retirement accounts including employer-sponsored plans with employee contributions, pre-tax vs. Roth deferrals, employer-funded plans, individual retirement accounts (IRAs) and more.

02/03/2022

Achieving goals can take careful planning. What actions are you taking today to reach your goals for the future?

02/01/2022

Amid strong Q4 earnings, Ameriprise Chief Market Strategist David Joy discusses the mix of investor news as the Fed calls for higher interest rates.

01/31/2022 The S&P 500® index enjoyed its first positive week of the new year, and it took a powerful rally in its largest constituent on Friday to make it happen. Apple surged by 7 percent on Friday after reporting stronger than expected earnings, leading to a 2.4 percent overall gain in the index...

01/28/2022

If your teenager has started earning a paycheck, let’s sit down and introduce them to the importance of saving for both short-term goals, long-term goals, and unexpected expenses.

Money conversations are important, especially once your teen starts earning a paycheck. Uncover the best ways to discuss money-related topics with your kids.

01/28/2022

Choosing and maintaining the appropriate beneficiaries for your retirement accounts is an important part of legacy planning. Together, we can review your accounts to ensure they align with your estate plans.

Picking the right beneficiaries ensures that you can leave the legacy you want for your loved ones. This guide can help you make more informed decisions.

01/25/2022

Rough going for the major U.S. stock indexes. Ameriprise Chief Market Strategist David Joy discusses the confluence of factors adding pressure.

01/24/2022 David Joy The year-to-date selloff in equities accelerated last week, piercing significant technical milestones in the process. The S&P 500® index shed 5.7 percent, its worst weekly decline since March, 2020. In the process, the index fell through both its 100- and 200-day moving average...

01/19/2022

A lackluster start for Q4 earnings. Ameriprise Chief Market Strategist David Joy discusses bank earnings and Omicron implications for inflation, oil.

01/18/2022 David Joy It turns out that December wasn’t a very good month for the U.S. economy. The combination of the Omicron variant and higher inflation conspired to keep activity subdued. Retail sales suffered a far larger decline than anticipated, dropping 1.9 percent. And industrial productio...

01/17/2022

Dreaming of a new destination in 2022? Let’s discuss if real estate investing makes sense for you and your long-term goals.

Buying a vacation home allows a homeowner the opportunity to enjoy a new city and become a seasoned real estate investor at the same time. Here's why and how to get started.

01/16/2022

What do you plan to leave behind for your heirs? Consider these six asset types as inheritance options.

If you really want to help your heirs out, these are some of the best assets to leave them.