ClearPath Wealth Management

10/16/2026

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

10/09/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

10/08/2026

We had a fantastic time hosting our 1st Annual ClearPath Apple Orchard Event! 🍎🍂 Thank you to all of the clients, family members, and friends who joined us for an afternoon of fun, connection, and making memories together.

This event was a great reminder that the relationships we build extend far beyond financial planning. What's your favorite fall tradition or apple orchard memory? We'd love to hear it in the comments!

10/07/2026

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.

10/06/2026

🎉 Please join us in wishing Jean a very happy birthday! 🎂
We hope your day is filled with celebration, joy, and all the things that make you smile. Here’s to another fantastic year ahead! 🎈🥳

10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

10/01/2026

There's nothing quite like summer adventures and making memories with the people who matter most. As we look back on the season, we're thankful for the experiences that brought joy, laughter, and connection. Where did your summer take you this year?

09/30/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.