Cooper Smith - Financial Advisor - Managing Partner

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.

10/10/2026

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

10/06/2026

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

10/03/2026

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

10/02/2026

Great companies don't happen by accident!

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

09/29/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

09/28/2026

Do you know how much you earn each month? And how much you owe? This comparison is called your debt-to-income ratio and can help you understand how to improve your financial health. https://bit.ly/4ja5cNP

09/26/2026

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

09/25/2026

The economy isn't moving the same way for everyone right now, and that's what makes today's K-shaped environment so interesting. Understanding those differences can help bring context to what we're seeing in the markets. If you'd like to talk through how it may impact your financial plan or investment strategy, give me a call!

Why this phenomenon matters for investors.

09/23/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.