Blake Giusti - Ameriprise Financial Advisor

04/09/2025

Let’s connect if you have questions about how the evolving market conditions could potentially impact your investment portfolio.

A look at 3 potential causes of market volatility — and steps to consider.

03/12/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

10/10/2024

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

10/06/2024

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

10/03/2024

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

09/30/2024

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

09/26/2024

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

09/24/2024

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

08/05/2024

Some thoughts on stock market corrections (3 minute read).

Some thoughts on stock market corrections.

04/29/2024

"By the time you reach your 40s, you should aim to have three times your salary saved for retirement... If you earn $80,000 annually, you’d ideally have $240,000 saved for your post-work years."

What does retirement look like to you?

Depending on your age and how much you want to live off of in retirement, we can tell you if you're on track. Are there ways for you to be more efficient with your hard earned money?

If you'd like to discuss how much money you have saved for retirement, and whether or not you're on track to meet your goals, let's connect.

Have a productive week!

Although many Americans in their 40s are getting closer to retirement age, they don't have much saved. Here's how to get on track.

02/09/2024

Happy Friday! As the S&P 500 hits a new all-time high, we were wondering, "How does the US stock market typically react to reaching a new all-time high?"

You may be surprised by the data.

How to think about investing at all-time highs.

01/03/2024

What happens after a 20% up year in the stock market? Here's some historical data.

The stock market was up 22 out of the 34 years following a 20% gain (65% of the time).
The average return following a 20% up year was 8.9%.
The average gain was +18.8% in up years.
The average loss was -9.1% in down years.
There were 19 double-digit up years.
There were just two double-digit down years (1936 and 2022).

Let's discuss your strategy for 2024!

A history of 20% gains in the stock market.