Lori Helland, CFP

06/11/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

06/07/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

06/05/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

05/29/2026

You finally have the time—but where did everyone go? Freedom in retirement can come with an unexpected cost: isolation. Reach out to start building a plan that supports both your financial and emotional well-being.

05/27/2026

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.

05/25/2026

Millionaires aren’t all born with silver spoons. A lot of them just follow smart habits — and you can too. Let’s create a strategy that aligns with your financial vision.

05/21/2026

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.

05/15/2026

Stock rallies often occur in brief bursts and missing just a few key days can lead to significant losses. Are you staying invested? Let’s talk about how you may get the most return on your investments.

05/13/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

05/11/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?