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Shana Hudson, CFP

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San Francisco, CA
Shana Hudson, CFP

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Private Wealth Advisor at Ameriprise Financial Services, LLC

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10/31/2026

Have investment gains this year? Your losing investments may help reduce the tax bill.

Tax-loss harvesting allows you to sell investments at a loss to offset realized capital gains. And contrary to a common misconception, the $3,000 annual deduction limit applies to net losses used against ordinary income, not losses used to offset capital gains.

Before year-end, consider reviewing your taxable investments for opportunities to manage gains, while keeping wash-sale rules and your long-term investment strategy in mind.

https://bit.ly/4ksdFzG

10/30/2026

The stock market's strength is encouraging, but it doesn't tell the whole story.

Our latest Q4 outlook highlights strong corporate profits alongside elevated expectations, market concentration and uncertainty around the payoff from AI investments.

If you own index funds, growth funds and individual stocks, you may have more exposure to the same companies than you realize.

As we head toward year-end, it's worth looking beyond how many investments you own to where your portfolio's risk is actually concentrated.

https://bit.ly/4yVHbld

10/21/2026

The freedom that comes with simply feeling good about who you are.

10/19/2026

Open Enrollment comes with a long list of decisions. One that’s easy to overlook is the HSA opportunity.

If an HSA-eligible health plan makes sense for your situation, it can offer more than a way to pay for medical expenses. It can also create a meaningful tax and long-term savings opportunity.

For 2027, HSA contribution limits rise to $4,500 for individuals and $9,000 for families.

As you review your benefits elections, make sure the HSA decision is being considered as part of your broader financial plan.

https://bit.ly/3Ub9AVY

10/16/2026

When is the moment you become ready? The truth is, you don’t, until you actually begin.

10/14/2026

Your Medicare plan may have worked well this year. That doesn’t mean it’s still the right fit going forward.

Premiums, drug coverage, provider networks and your own health needs can change. Medicare Open Enrollment, October 15–December 7, is your annual opportunity to review the details before 2027.

We can help you think through how your Medicare choices fit into your broader retirement income, health care costs and financial plan.

https://bit.ly/3VN1zXH

10/13/2026

A bigger write-off isn’t always a better decision.

The new tax law permanently restored 100% bonus depreciation for qualifying property, creating meaningful opportunities for business owners. But taking the largest deduction today can reduce flexibility tomorrow, or affect other parts of your tax picture.

The better question isn’t simply, “What can I deduct?” It’s, “Which moves best fit my cash flow, future income and long-term plans?”

Before major purchases or year-end decisions, coordinate the timing with your tax professional and broader financial plan.

https://bit.ly/4jiCNbN

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

10/12/2026

The AI investment story doesn’t end with chips and data centers.

As AI and cloud computing drive electricity demand higher, the infrastructure behind the power supply is becoming increasingly important. From generation and battery storage to cables, transformers and grid technology.

But rising demand doesn’t make every company a winner. The opportunity may be broad, but selectivity still matters.

We can help you evaluate where these long-term infrastructure trends may fit within your broader investment strategy.

https://bit.ly/4BkvN4P

10/08/2026

Big outcomes are usually just small standards repeated long enough.

10/07/2026

The economy can look strong on paper while everyday costs still feel heavy.

That’s the idea behind a K-shaped economy: some households are benefiting from strong asset values and steady spending power, while others continue to feel more pressure from inflation and higher living costs.

There's a similar divide in markets, where a relatively small group of companies has driven an outsized share of recent gains.

If the headlines don’t match your experience, it may be worth discussing what the implications of a K-shaped economy could mean for your financial plan and portfolio.

https://bit.ly/4hKKcht

Address

San Francisco, CA

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14159468845

Website

https://www.ameripriseadvisors.com/shana.j.hudson

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