Jeremy St. Croix CFP, APMA, CRPC, Private Wealth Advisor

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Jeremy St. Croix CFP, APMA, CRPC, Private Wealth Advisor Branch Manager, Private Wealth Advisor at Ameriprise Financial Services, LLC

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🎶 Mamas, don't let your dogs grow up without Halloween costumes. 🎶Sven is rocking his Willie Nelson look this year and i...
10/31/2026

🎶 Mamas, don't let your dogs grow up without Halloween costumes. 🎶
Sven is rocking his Willie Nelson look this year and is ready for a country-style Halloween. All that's missing is a tour bus and a bag of treats!

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold. Today's envir...
10/30/2026

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold.

Today's environment may offer opportunities to earn income, put excess cash to work and strengthen portfolio diversification. Rather than waiting for rates to fall, now may be a good time to review whether your investments are aligned with your long-term goals.

4 strategies to consider for your portfolio.

10/29/2026

Financial confidence starts with a plan.

I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions....
10/28/2026

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Why today’s tariffs may have more staying power.

Election headlines come and go.​Historically, long-term market performance has been shaped more by economic growth, earn...
10/27/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, we're here to help.

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key t...
10/26/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic la...
10/23/2026

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

4 economic forces driving growth — and 4 risks to watch.

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/22/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navi...
10/21/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

10/20/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

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