Fiduciam Financial - Connecticut

10/17/2026

Please join us in wishing Private Wealth Advisor Leigh King a very happy birthday! Leigh, thank you for your dedication, leadership, and commitment to serving our clients and team. We hope you have a wonderful birthday and a year ahead filled with happiness, success, and many reasons to celebrate.

https://bit.ly/4i6g7JB

10/16/2026

We hope you will join us for our estate planning webinar on October 28th at 12:30pm to be presented by our very own Allison Becker, Private Wealth Advisor together with Mike Curley, attorney and founder of Guided Legacy Law LLC . Please share with friends and family who may also benefit. Registration is required in order to receive the link. Please visit our website to register. https://bit.ly/3WfdfTf

10/15/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

10/14/2026

Reminder - Webinar Tomorrow!
Join Us for Our Two-Part Webinar Series: Navigating Market Risk Around the Election

We invite you to join us for the first webinar in our two-part series, focused on understanding market risk surrounding the upcoming election.

📅 Part 1: Pre-Election Market Risk October 15 at 1:00 PM

📅 Part 2: Post-Election Market Risk Monitor November 19 at 1:00 PM

During these sessions, we'll discuss key market considerations before the election and review market trends and risks following the election results.

To register, please visit our website or email us at [email protected].

We look forward to having you join us! Thank you.

https://bit.ly/4s3WO8j

10/13/2026

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.

10/12/2026

We're excited to introduce Grace O’Shaughnessy, our newest Client Service Coordinator! Whether you're seeing her friendly face at the front desk, hearing her voice on the phone, or connecting with her behind the scenes, Grace is dedicated to providing exceptional support and helping create a welcoming experience for our clients and advisors. Welcome to the team, Grace!

https://bit.ly/3UjS1mE

10/08/2026

Please join us in wishing our Business Development Consultant, Betsy Hole, a very happy birthday! Thank you for all you do for our team, Betsy. We hope your special day is filled with joy, and that the year ahead brings you happiness, success, and many wonderful memories.

https://bit.ly/4hMRrpj

10/06/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

10/04/2026

Happy 4-Year Anniversary to Operations Specialist, Lilly Mortensen! Thank you for all you do for our team. We are grateful for your contributions and proud to celebrate this milestone with you. Wishing you continued success in the years ahead!

https://bit.ly/4rPXRIP

09/29/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.