J.D. Gidley, CFP, CHFC

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J.D. Gidley, CFP, CHFC Private Wealth Advisor at Ameriprise Financial Services, LLC

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A strong password is your first line of defense in the digital world. When was the last time you updated yours?
10/29/2026

A strong password is your first line of defense in the digital world. When was the last time you updated yours?

Markets can change quickly during election years.Having a clear understanding of potential policy shifts and market tren...
10/28/2026

Markets can change quickly during election years.

Having a clear understanding of potential policy shifts and market trends can make it easier to stay focused on the bigger picture.

How do you stay confident when markets become unpredictable?

Learn More:
https://bit.ly/4ioqh8r

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key t...
10/27/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

10/26/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

10/23/2026

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.

Fact FridayMyth: “I’ll pay less taxes when I retire.”Fact: Retirement doesn’t guarantee a lower tax bill.Your retirement...
10/23/2026

Fact Friday

Myth: “I’ll pay less taxes when I retire.”

Fact: Retirement doesn’t guarantee a lower tax bill.

Your retirement income and withdrawals can still be taxable. Planning ahead can help you prepare for what you may owe.

A little tax planning today can make a difference tomorrow. What’s one retirement question you’d like us to answer next?

Learn More:
https://bit.ly/4zRpR1v

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navi...
10/22/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re...
10/20/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

Most people know what they want financially. Few know how they'll get there. What's the one financial goal you're focusi...
10/19/2026

Most people know what they want financially. Few know how they'll get there. What's the one financial goal you're focusing on before this year ends?

Fact FridayMyth: "Once I retire, my investments should all play it safe."Fact: A balanced approach can help manage risk,...
10/16/2026

Fact Friday

Myth: "Once I retire, my investments should all play it safe."

Fact: A balanced approach can help manage risk, keep up with inflation, and grow your savings over time.

Safe doesn't have to mean stagnant. Smart planning can help you have both.

What's one retirement myth you'd love to see busted next? 🔍

Learn More: https://bit.ly/4BbHXN8

Address

Raleigh, NC

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19193665650

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