Patrick R. Convery, CFP

06/16/2026

Ready to invest in yourself? This Men’s Health Month, start small, stay mindful, and make choices that can support lasting wellbeing.

06/15/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

06/12/2026

Take control of your financial situation; take control of your life. Join us to learn how women can gain confidence in their financial situations and better care for the people and things that matter most.

06/11/2026

What would it feel like to call a place truly yours? This National Homeownership Month, start shaping that dream with informed and thoughtful steps.

06/10/2026

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.

06/09/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

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

A cleaner surrounding starts with mindful habits! From reducing waste to saving energy, every step can help create a healthier future for all. Happy World Environment Day!

06/04/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

06/03/2026

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.