Derrick T. Wells AAMS, CLTC, MBA, CRPC

11/02/2026

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11/02/2026

Derrick T Wells

As year-end approaches, the timing of charitable gifts and other deductible expenses may be worth a closer look.

“Bunching” deductions into a single year is one strategy that may help you make the most of your deductions.

The right approach depends on your income, giving goals and broader financial picture — which is why it can be helpful to review this as part of your year-end planning.

Reach out to schedule a conversation about your year-end financial planning opportunities.

Maximize your tax deductions by timing and grouping deductible expenses effectively.

10/31/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

As election season approaches, here are three reminders I 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, I'm happy to help.

10/28/2026

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.

10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

10/26/2026

+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.

10/15/2026

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

10/12/2026

Your business equity touches everything— growth, taxes, and your personal future. I can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.