Everett, Schalk & Associates

Everett, Schalk & Associates A financial advisory practice of Ameriprise Financial Services, LLC.

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SECURE Act 2.0, which became law in December 2022, offers new opportunities for investors saving for retirement. Let’s c...
10/26/2023

SECURE Act 2.0, which became law in December 2022, offers new opportunities for investors saving for retirement. Let’s connect if you’d like to discuss how we can use the law’s new provisions to help you reach your financial goals.

6 opportunities for investors to consider

U.S. consumer prices increased in September amid higher costs for rent and gasoline, but underlying inflation is slowing...
10/22/2023

U.S. consumer prices increased in September amid higher costs for rent and gasoline, but underlying inflation is slowing. Ameriprise Chief Market Strategist Anthony Saglimbene shares his perspective.

U.S. consumer prices increased in September amid higher costs for rent and gasoline, but underlying inflation is slowing, supporting financial market expectations that the Federal Reserve would not raise interest rates next month.

Stocks spent most of the third quarter moving lower. Will this trend continue into the final months of 2023? Ameriprise ...
10/21/2023

Stocks spent most of the third quarter moving lower. Will this trend continue into the final months of 2023? Ameriprise Chief Market Strategist Anthony Saglimbene weighs in.

Understand the top headwinds and tailwinds moving into Q4.

Open enrollment is here. As you consider your health insurance for the upcoming year, here are a few helpful strategies...
10/20/2023

Open enrollment is here. As you consider your health insurance for the upcoming year, here are a few helpful strategies that could potentially save you money — now and in the future.

These proactive steps can help you manage your expenses today and save money in the long run.

Historically, September and October tend to be the most volatile months for stocks. As we enter the fall, it can be a he...
09/23/2023

Historically, September and October tend to be the most volatile months for stocks. As we enter the fall, it can be a helpful refresher to remember these time-tested strategies to stay invested with a well-diversified portfolio.

Find out how to prepare and stay the course during the market’s ups and downs.

“In our view, to engineer a soft landing for the economy, the Fed needs to start thinking about how it might stick the l...
09/21/2023

“In our view, to engineer a soft landing for the economy, the Fed needs to start thinking about how it might stick the landing now.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

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

If you’ve been helped or hurt by higher interest rates, you may wonder where they are going next.
08/27/2023

If you’ve been helped or hurt by higher interest rates, you may wonder where they are going next.

Higher rates have altered the investing and borrowing landscape. Find out if there’s a change on the horizon.

Don’t let runaway expenses due to inflation stand in the way of your financial goals. Let’s connect.
08/25/2023

Don’t let runaway expenses due to inflation stand in the way of your financial goals. Let’s connect.

Balance your income, savings and spending.

With markets performing better than expected in 2023, it’s not uncommon for investors to experience some FOMO. While tim...
08/23/2023

With markets performing better than expected in 2023, it’s not uncommon for investors to experience some FOMO. While timing the market is impossible, if you have cash on the sidelines, let’s connect. We can provide personalized recommendations to help you meet your financial goals.

Will the performance of bonds, stocks and international equities continue?

Whether you're thinking of downsizing or rightsizing your home in retirement, here are a few factors to consider.
07/28/2023

Whether you're thinking of downsizing or rightsizing your home in retirement, here are a few factors to consider.

As your life evolves, your needs change. Here is what to consider as you evaluate your housing options in retirement.

Will 2023 end with the U.S. avoiding a recession? Ameriprise Financial Chief Economist Russell Price shares his forecast...
07/26/2023

Will 2023 end with the U.S. avoiding a recession? Ameriprise Financial Chief Economist Russell Price shares his forecast.

As we reach the midyear, here’s our updated view on the prospect of a recession before 2023 ends.

Address

2603 Niles Avenue, Ste B
Saint Joseph, MI
49085

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+12699832700

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