Dedicated Capital

06/02/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

06/01/2026

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.

05/31/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, We're here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

05/30/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

05/29/2026

What excites you most about the years after work? We can help you optimize your retirement income to help support your retirement lifestyle goals.

Refine your retirement dreams by asking yourself these 7 questions.

05/28/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to us to talk about how we can personalize a strategy just for you.

05/27/2026

Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving options to consider. We can help you weigh the pros and cons of each.

What to consider as you choose an appropriate saving vehicle to meet your goals.

05/26/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to us to learn more!

05/26/2026

MDW 2026 ☀️🕶️😁