Jeremy Heller, CFP, CRPC, APMA

09/09/2026

Long-Term Investors Have Historically Seen Less Volatility. Although volatility is an inevitable part of investing, a financial professional can help you stay focused on your long-term goals.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/03/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

08/24/2026

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.

08/18/2026

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold.

Today's environment may offer opportunities to earn income, put excess cash to work and strengthen portfolio diversification. Rather than waiting for rates to fall, now may be a good time to review whether your investments are aligned with your long-term goals.

4 strategies to consider for your portfolio.

08/16/2026

This past week, my family had the opportunity to visit Ellis Island and the Statue of Liberty. I hadn't been since I was a child.

The immigrants' stories are a powerful reminder that meaningful success in America rarely happened overnight. It required vision, discipline, and a willingness to make sacrifices today for tomorrow's opportunities.

That's what financial planning is all about: creating a strategy today that helps your family achieve it's goals tomorrow.

Grateful for the history, the perspective, and the family memories.

07/31/2026

As families embark on college move-in season, the packing list should include more than bedding, laptop, and school supplies. Here is an adulting checklist for college-bound students.

College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies. Our Bill Cass highlights the key documents students can prepare before leaving for college.

07/28/2026

Did you know a spouse may be eligible to receive up to 50% of the higher earner's Social Security benefit?

For married couples in need of a strategy, spousal benefits could play an important role.

07/20/2026

I've always had a strange fascination with the Amtrak Auto train, which provides direct service daily between Lorton, Virgina and Sanford, Florida. Last week I finally had the opportunity to experience it for myself.

Beyond being a unique travel experience, it was great reminder that growth often comes from exploring something new. Whether in life, travel, or financial planning, staying curious can open doors to opportunities and experiences you might otherwise miss.

07/16/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships I build and the guidance I provide, and I am grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L