Allison O'Connor, Financial Advisor

10/16/2026

https://bit.ly/4k0k2tR

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Need support to grow and preserve your business equity? Now is the time to make that value work for you.We can help you turn business equity into lasting personal wealth.

10/13/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

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

10/12/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/11/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, we're here to help.

10/10/2026

As election season approaches, here are three reminders we often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, we're happy to help.

10/09/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

10/08/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

10/07/2026

💰 It’s World Financial Planning Day! 🎉

In honor of this very important and definitely not made-up holiday, we at Compelling Wealth Advisors encourage you to take a moment to think about your finances… you know, the ones you’ve been “meaning to get organized” since 2017. 😅

Whether you’re planning for retirement, saving for college, or just trying to figure out where all your money went (spoiler: probably coffee and Amazon), today’s the perfect day to get financially woke. 💸

Need help? That’s what we’re here for — minus the judgment and plus the spreadsheets. Let’s make your money work smarter, not harder. 🧠📈
Contact us today at www.compellingwealth.com