WisdomSource Wealth Advisory Group

08/28/2026

Our WisdomSource Team at Ameriprise attended the Good Sam Lotus Charity Fundraising Gala to support an organization dedicated to helping cancer patients, dialysis treatment, mental health initiatives, and underserved communities in Vietnam, Cambodia, and the United States. Their mission of bringing hope, compassion, and meaningful assistance to those in need is truly inspiring.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/14/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

08/08/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

08/07/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

08/06/2026

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

08/03/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.