Ralph Leopold, CFP

10/18/2026

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 talk about it!

10/17/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years. Let's talk about it!

10/16/2026

Doing the right thing for clients is always the right choice.

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

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/13/2026

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.

Let's talk about it!

10/12/2026

+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.

10/11/2026

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.​ Let's talk about it!

10/10/2026

If something feels off, trust that instinct.

Many of today’s most effective scams don’t look suspicious at all — that’s what makes them so dangerous.

Here’s a look at the most common tactics we’re seeing right now — and what to do to stay one step ahead.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/09/2026

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead.

Let's talk about it!

Use the tax code to your benefit for a loved one’s education.