Laveer Wealth Management

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.
Wishing you a relaxing and well-earned Labor Day!

09/03/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

09/01/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message us to learn more.

08/22/2026

08/21/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

08/19/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

08/06/2026

Is “Buy Now, Pay Later” (BNPL) hiding consumer debt? Credit card debt is at an all-time high (but historically low as a percentage of consumer income), but an evaluation of consumer exposure to the BNPL space suggests that it offers a very modest level of additional burden. Read more in this report from the Ameriprise Investment Research Group.

08/05/2026

Surprise! 🎊 Kristi's 20-year work anniversary was one to remember. Thank you for your years of hard work, commitment, and the countless ways you've contributed to our team. We appreciate all that you do and are proud to celebrate this remarkable milestone with you.

08/04/2026

What are the key variables in the second half of 2026? While global events may create some bumps along the way, the Ameriprise Investment Research Group (IRG) believes inflation should gradually ease in coming months. Even amid ongoing uncertainty, however, U.S. economic fundamentals remain solid. Read more in this report from the IRG.