Circle in a Square Advisors

08/14/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/08/2026

Happy International Cat Day 🐾 We asked our team to share photos of their feline friends, and they did not disappoint. Meet the cats that keep us smiling every day and feel free to share pictures of your own!

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/31/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

07/22/2026

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

4 economic forces driving growth — and 4 risks to watch.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/10/2026

You're invited to our next online seminar!

We Built This City – Breaking Ground on AI & Policy Promises in 2026
Date: Thursday, July 16, 2026

Time: 1:00 PM - 1:45 PM EDT

Artificial intelligence, economic policy, interest rates, and market dynamics continue to shape the investment landscape in meaningful ways. Join us for an educational discussion exploring key themes influencing the economy and financial markets as we move through 2026.

During this session, we will discuss:
• Economic and market trends impacting investors in 2026
• The evolving role of artificial intelligence and infrastructure investment
• Interest rates, inflation, and consumer spending trends
• Potential opportunities and risks across the market landscape
• Perspectives on asset allocation and areas of market focus

To RSVP:

Learn about upcoming financial seminars and financial events in Washington, DC, hosted by financial advisor: Circle in a Square Advisors.