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

09/09/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

09/08/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

09/07/2026

Celebrating the people whose hard work fuels progress, innovation, and growth. Here's to the dedication, resilience, and impact of workers everywhere. Happy Labor Day!

09/04/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

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

09/03/2026

You're Invited to Plan Your Future with Confidence
Discover practical retirement and succession planning strategies with Jeremy St. Croix, CFP®️, APMA™️, AAMS™️, CRPC™️. Gain valuable insights to help preserve what you've built and create a seamless transition plan.

📅 September 17, 2026 | 🕚 11:30 AM
📍 The Grove, 10670 Boardwalk Loop, Lakewood Ranch, FL 34202

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08/31/2026

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.

08/28/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

08/27/2026

Retirement isn’t just about saving; it’s about creating income you can count on for the rest of your life. I offer comprehensive retirement income plans strategies and am certified by Ameriprise to deliver premier, highly specialized income planning advice tailored to your goals.

Looking for more confidence in retirement income planning that helps you navigate rough markets and major life events? Let’s talk.

https://bit.ly/4gWpbRC

08/26/2026

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

Read our fixed income midyear outlook.

08/25/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.