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

06/09/2026

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.

06/08/2026

Some friendships feel like home, complete with laughter, honesty, and perfectly timed memes! Cherishing the people who make life lighter, Happy Friendships day!

06/05/2026

Some days call for big wins, and some call for sprinkles! National Donut Day is a perfect reminder to pause and enjoy life’s simple moments.

06/04/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

06/03/2026

Market leadership make 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.”

06/02/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

06/01/2026

On this Global Parents Day, I’m reminded that some of life’s greatest lessons don’t come from books or boardrooms—they come from family.

Being a parent is about guiding, supporting, and inspiring the next generation while creating memories that last a lifetime. The values we share with our children today help shape the leaders, dreamers, and changemakers of tomorrow.

Feeling especially grateful for the love, laughter, and moments shared with my family. Wishing all parents around the world a wonderful Global Parents Day!

05/29/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

05/28/2026

A smart retirement plan doesn’t just support your team. It supports the life you’re building beyond the business. I can help you make both goals work together.

05/27/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.