Shaleen R. Newton

Shaleen R. Newton Financial Advisor at Ameriprise Financial Services, LLC

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Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies t...
08/19/2025

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies that can offer long-term growth potential while helping manage volatility, especially during uncertain times.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review ...
08/18/2025

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

As fraud becomes more sophisticated, staying vigilant is important. I share signs of five cybersecurity scams to help pr...
08/15/2025

As fraud becomes more sophisticated, staying vigilant is important. I share signs of five cybersecurity scams to help protect you and your assets.

Stay ahead of bad actors by knowing how to spot the top threats of 2025.

From drug discovery to enterprise IT, AI's impact is broadening quickly. Despite macro uncertainty, long-term opportunit...
08/14/2025

From drug discovery to enterprise IT, AI's impact is broadening quickly. Despite macro uncertainty, long-term opportunity is accelerating. Where do you see the greatest opportunity or risk?

Are you using capital gains tax rates to your advantage? Tip: If possible, wait until you’ve owned an asset for at least...
08/13/2025

Are you using capital gains tax rates to your advantage? Tip: If possible, wait until you’ve owned an asset for at least a year before you sell it for a profit.

Create a tax-efficient investment strategy by understanding how the IRS treats different accounts and assets.

08/13/2025

The 10-year U.S. Treasury bond yield may be poised to increase later this year, leading to a potential buying opportunity for investors. Find out what dynamics may be fueling this rise.

Whether you’re a caregiver today or want to be prepared for the possibility, I can help you navigate the complex financi...
08/11/2025

Whether you’re a caregiver today or want to be prepared for the possibility, I can help you navigate the complex financial challenges that can arise when caring for an aging parent or loved one.

How to manage the unique financial, medical and legacy challenges.

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key t...
08/10/2025

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what the new law’s key tax provisions could mean for your finances.

Are you ready for retirement? I can help you know what actions to take and when to help ensure your post-work life is mo...
08/08/2025

Are you ready for retirement? I can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Our pre-retirement checklist may help you improve your savings.

As the rest of the year unfolds, I’m here to help you make sense of the potential impacts on your portfolio.
08/07/2025

As the rest of the year unfolds, I’m here to help you make sense of the potential impacts on your portfolio.

Equity markets have proved remarkably resilient in 2025, despite an uncertain economic environment.

Some people view retirement as the final chapter in their lives, while others see it as a new beginning. How do you envi...
08/07/2025

Some people view retirement as the final chapter in their lives, while others see it as a new beginning. How do you envision your retirement? Take Ameriprise’s 3-minute quiz to identify what kind of retiree you’ll be. ameriprise.com/retirementprofiles

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805 N Whittington Pkwy Suite 100
Louisville, KY
40222

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