Shane Feist - Ameriprise Financial Advisor

03/31/2026

Market volatility is unavoidable, but how portfolios respond to it can vary.

Diversification plays a key role by spreading exposure across different areas of the market, rather than relying on any single outcome. When markets move unevenly, a diversified approach can help reduce the impact of sharp swings and keep short‑term noise from overwhelming long‑term objectives.

It’s not about eliminating risk or predicting what comes next. It’s about acknowledging uncertainty and building a structure designed to weather a range of market environments.

In a world where headlines change daily, a diversified approach can help keep long‑term goals in focus, even when markets are noisy.

Shane Feist is an Ameriprise Financial Advisor serving the Palm Springs, CA area. Get the personal financial advice you need to achieve your goals.

03/21/2026

When something financial comes up… who do you call?

A new investment opportunity.
A tax question.
A major purchase.
Helping your kids.
Selling a business.
Planning retirement.

Most high earners have accounts everywhere — but no single person who sees the whole picture.

That’s where I come in.

My role isn’t just to manage investments. It’s to be your first call for anything that touches your financial life.

You shouldn’t have to figure it out alone.
You should have someone in your corner who understands your full financial world.

Shane Feist is an Ameriprise Financial Advisor serving the Palm Springs, CA area. Get the personal financial advice you need to achieve your goals.

03/11/2026

If you’re within 3 years of retirement, this is not the time to “wing it.”

This is the transition zone — where small mistakes can have permanent consequences.

Right now, the questions matter more than ever:

• Is your portfolio positioned for income, not just growth?
• How will you handle market volatility in the first 5 years?
• When should you claim Social Security?
• What’s your tax strategy once paychecks stop?
• Do you have a clear withdrawal plan?

Retirement isn’t just about hitting a number.
It’s about turning assets into reliable income — without unnecessary risk or taxes.

The final 36 months are about precision, not guesswork.

Shane Feist is an Ameriprise Financial Advisor serving the Palm Springs, CA area. Get the personal financial advice you need to achieve your goals.

03/05/2026

Financial success isn’t about how much you make. It’s about how intentionally you manage it.

Many high-income professionals and business owners earn more than they ever imagined — yet still feel uncertain about:

• Whether they’re investing optimally
• If they’re paying more tax than necessary
• How exposed they are to market volatility
• Whether their wealth will truly support the life they want

The truth? Income alone doesn’t create financial freedom. Strategy does.

Real financial planning is about coordination — aligning investments, tax strategy, risk management, estate planning, and lifestyle goals into one cohesive plan.

It’s the difference between:

🔹 Having a portfolio
vs.
🔹 Having a strategy

🔹 Chasing returns
vs.
🔹 Engineering outcomes

🔹 Hoping you’ll be ready
vs.
🔹 Knowing you are

If you’re earning well but want clarity, structure, and long-term confidence, it may be time for a more sophisticated approach.

Shane Feist is an Ameriprise Financial Advisor serving the Palm Springs, CA area. Get the personal financial advice you need to achieve your goals.

12/23/2025

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

09/22/2025

Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving options to consider. I can help you weigh the pros and cons of each.

What to consider as you choose an appropriate saving vehicle to meet your goals.

09/15/2025

Business Owners: 3 Key Topics to Discuss with Your Financial & Tax Advisors

Running a business means wearing many hats—and your financial strategy should be just as intentional as your operations. Here are three areas worth reviewing with your advisory team:

1. Entity Type
Are you operating as a Sole Proprietor, LLC, or S Corp?
Understanding whether your business is simply an extension of you or a separate legal entity can impact liability, taxes, and long-term planning.

2. Tax Election
If you're an LLC, are you taxed as a Sole Proprietor or an S Corp?
This election can significantly affect how your income is taxed and what strategies are available to you.

3. Retirement Savings Vehicles
SEP IRA, SIMPLE IRA, Solo 401(k), Group 401(k)—each has unique features.
Choosing the right one depends on your income, employee structure, and long-term goals.

I enjoy helping business owners turn a successful business into a successful retirement.

If you're ready to align your business with your personal financial future, let’s connect.

[email protected] or 760-851-0044

https://bit.ly/46o7JPN

09/10/2025

Financial planning isn’t just about managing investments.

And it’s not a one-time project.

It’s a collaborative, evolving process that helps reduce stress and align your financial life with your values and goals.

Here’s what that looks like in practice:

1. Discovery
We start by discussing what matters most to you—your values, your vision of financial independence, and what money means in your life.

2. Goals
Many people have wishes, not goals.
Have you ever abandoned a dream—like buying a lake home or retiring early—because you didn’t have a clear action plan?
We help turn those ideas into achievable, time-bound goals.

3. The Plan
This is where action happens:

Allocate resources across short, mid, and long-term needs
Define savings amounts and timelines
Choose the right savings vehicles
Evaluate your portfolio mix and tax diversification
Collaborate with your CPA, attorney, and other professionals

4. Protection Planning
We assess whether your family would be financially secure if you or your spouse became disabled or passed away.

5. Estate Planning
We periodically review your estate plan to ensure your wishes are honored and your legacy is protected.

Your plan is revisited every 6 months—because life changes, and your financial strategy should too.

This is what I help with.

If you're ready to reduce financial stress and gain clarity, let’s connect.

[email protected] or 760-851-0044

Shane Feist is an Ameriprise Financial Advisor serving the Palm Springs, CA area. Get the personal financial advice you need to achieve your goals.

04/04/2025

National Financial Literacy Month is a great time to teach the basics of money management. Encourage your child to save for a cause they care about like rescuing animals or saving the rainforests.

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.

11/13/2024

Passing on real estate to heirs often comes with financial and emotional challenges. Here are three ways to provide clarity and reduce worries for everyone involved:

1. Audit important property information
2. Understanding tax and other financial implications
3. Have a proactive and candid conversation

Take proactive steps today to help ensure your legacy is carried out as you wish.

11/12/2024

Discussing your estate plan with loved ones can be difficult – but it is an important conversation to have. Here are tips for how to have a healthy estate planning conversation, and ways I can help facilitate the conversation.

Learn what goes into having a successful and productive estate planning conversation.