William Greathouse - Ameriprise Financial Advisor

06/01/2024

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

05/29/2024

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

05/24/2024

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

05/21/2024

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.

05/19/2024

Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.

05/18/2024

“The last few weeks have put investors on information overload, as a firehose of Q1 earnings releases, economic updates, and a Fed policy meeting have provided an abundance of information to digest and, importantly, drive stock direction.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

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

05/18/2024

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for today and tomorrow:

1. Contributions offer an immediate tax deduction
2. Earnings grow tax-deferred
3. Withdrawals used to pay qualified medical expenses are tax-free

05/17/2024

Don’t let taxes get in the way of leaving the legacy you want. There’s a solution to help you pass on your wealth tax-efficiently to the next generation. Let’s talk about what you want.

03/06/2024

It’s been a tough couple of years for diversified portfolios, but history shows that diversification works over time. If you have questions about your portfolio’s asset allocation, let’s connect.

Is the 60/40 portfolio becoming defunct?

03/02/2024

Bloomberg has recognized Ameriprise Financial Chief Economist Russell Price as one of the top three most accurate economic forecasters in the U.S. retail broker/dealer industry* for the eighth year running. Reach out to discuss how research insights from Russell and the rest of the Investment Research Group can support you.

03/01/2024

While inflation has cooled considerably from its peak in mid-2022, the Fed wants to make sure the downward trend continues before cutting interest rates. Ameriprise Chief Market Strategist Anthony Saglimbene shares more about the impacts of the job market and consumer sentiment in this article.

Minutes of the last meeting show Federal Reserve members are in no hurry to lower rates.

10/05/2023

What financial goals do you have for the future?