Michael T. Bailey, CFP

04/28/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

04/28/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

04/28/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to me to learn more!

04/28/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.

04/27/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

04/07/2026

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies that can offer long-term growth potential while helping manage volatility, especially during uncertain times.

04/06/2026

Market ups and downs can feel overwhelming. But the good news is, there are solutions that can help limit downside exposure, while maintaining growth opportunities for your investments. Curious on how this might fit into your strategy? Let’s connect.

04/06/2026

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of tax deferral could keep more of your money invested and the solutions that can help.

04/06/2026

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.

04/03/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.