Embark Financial Advisors

05/29/2026

🎉✨ Cheers to 36 Years with Ameriprise, Scott! ✨🎉

Today we’re celebrating Scott… again!

Throughout his tenure, Scott has seen it all — market ups, market downs, and more password changes than any human should reasonably endure. His wisdom, calm under pressure, and unwavering hairline continue to set the bar incredibly high.

Scott, thank you for all you’ve contributed and all you’ve taught us! Keep making it look way easier than it actually is!

Drop a comment to help us congratulate Scott on this amazing milestone! 👏⭐

05/26/2026

Are you among the 52% of parents who overspend on their kids? Deana Healy, Ameriprise Vice President of Financial Planning and Advice, shares how to balance your long-term financial goals with the daily realities of being a parent.

A new survey looks at parents who overspend due to guilt as they balance short- and long-term financial goals.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/24/2026

Happy birthday Scott! 🎉

We're not saying how many candles are on the cake... but we did check the fire code just to be safe. 😅 Hope your day is filled with fun, family, and lots of wine!

05/20/2026

Happy Birthday AND Happy 1-Year Embark Anniversary to Rahul, all in the same week! 🎉

Somehow in just 12 months, he’s gone from “new teammate, all the way across the globe in India” to our GO-TO creative problem solver, and THE steady force behind so much of what our clients never see but always feel.

We’ve each learned a lot culturally… Let’s just say at one point he logged into a team call and was greeted by someone casually curling their hair on screen 😅And on our end, traveling to India has been added to the bucket list! 👏

Rahul, we are grateful for you and excited to see what year two brings!

05/17/2026

Cosmic baseball with some of our favorite people! Not a formal event, just coworkers and clients who actually enjoy each other outside of the office. Nights like this are a good reminder of how much we love and show up for each other around here!

Little known fact: Michelle, Robyn, & Moira began their careers together in the same office– just a few floors below Scott! So here’s to the 20+ year history of friendships and connections that are the backbone of Embark!

05/15/2026

Market downturns and corrections can be nerve-wracking—but they are normal parts of the market cycle.

When you focus on short-term market movements, it’s tempting to let emotions drive your investment decisions. But don’t let short-term upsets derail your long-term growth potential. By staying disciplined and remaining invested despite these fluctuations, your portfolio may be in a better position to achieve positive returns over time.

05/13/2026

Texas friends, this is your friendly nudge! The deadline to protest your property taxes is coming up on May 15 (or 30 days after your notice is delivered…. whichever is later)!

If this year’s appraisal came in a bit ambitious, don’t just accept it. Not every protest wins, but the ones that never get filed definitely don’t!

05/11/2026

Some of the most important planning we do doesn't happen in an office… It's car rides, dinner tables, and late-night conversation.

Raising good humans will always be the best long-term investment!

Happy Mother's Day to the women building legacies in every sense of the word!

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐