Cole Razete - Ameriprise Financial Advisor

Cole Razete - Ameriprise Financial Advisor Financial Advisor, Further Financial Group - A private wealth advisory practice or Ameriprise Financial Services, LLC

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How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key t...
08/28/2026

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.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold. Today's envir...
08/26/2026

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold.

Today's environment may offer opportunities to earn income, put excess cash to work and strengthen portfolio diversification. Rather than waiting for rates to fall, now may be a good time to review whether your investments are aligned with your long-term goals.

4 strategies to consider for your portfolio.

As more high-profile private companies move closer to the public markets, many investors are asking the same question: S...
08/25/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity whi...
08/24/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions....
08/21/2026

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Why today’s tariffs may have more staying power.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
08/20/2026

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

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

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solution...
08/17/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires care...
08/14/2026

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

Read our fixed income midyear outlook.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
08/13/2026

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

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

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6184 Muhlhauser Road, Ste A
West Chester, OH
45069

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