Adam Klein, CFP, CRPC, APMA

10/26/2026

Website: www.ameripriseadvisors.com/adam.m.klein
If you have questions about how shifting interest rates and an uncertain inflation outlook could affect your investment portfolio, let’s connect.
Text: 561-782-9663
Call: 561-226-5831
Email: [email protected]

Higher inflation readings have unsettled investors, but the broader picture may be more encouraging than the headlines suggest.

10/23/2026

Next book up...

10/22/2026

Website: www.ameripriseadvisors.com/adam.m.klein
Market losses can be difficult, but they may also create a tax-planning opportunity.
Tax-loss harvesting can help offset realized gains by selling certain investments at a loss.
It’s a strategy that works best when considered within your overall investment plan, tax situation and long-term goals.
Call direct: 561-226-5831
Text: 561-782-9663
Email: [email protected]

Potentially turn investment losses into tax-savings opportunities with this tax strategy.

10/21/2026

Website: www.ameripriseadvisors.com/adam.m.klein
Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.
If you have questions about how today's AI market trends could affect your financial strategy, let's connect. I can help position your investment strategy for both opportunities and potential market surprises. Let's discuss:
Email: [email protected]
Text: 561-782-9663
Direct Call: 561-226-5831

History offers some interesting clues.

10/20/2026

Website: www.ameripriseadvisors.com/adam.m.klein
The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors? Whether you're evaluating opportunities in fixed income or considering the impact on your broader portfolio, I can help put today's market environment into perspective.
Email: [email protected]
Text: 561- 782-9663
Direct Call: 561-226-5831

Understand what this key benchmark is, what’s driving the rise and how it could influence your investments.

10/19/2026

Selling an investment at a gain may not always be something to avoid — in some cases, it can be a strategic tax move.
Tax-gain harvesting is a lesser-known approach that may help certain investors manage future taxes and support long-term planning goals.
Before putting it into practice, it’s important to consider how the decision fits with your portfolio, income and broader financial plan.
Let’s discuss how tax-smart investment strategies may fit into your broader financial plan.
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Direct Call: 561-226-5831

Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

10/16/2026

If something feels off, pause before you act.
Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.
Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.
Website: www. ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Direct: 561-226-5831

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/15/2026

Hi!
Are you making the most of your retirement savings opportunities?
Increasing your contributions, even gradually, can add up overtime and may offer tax advantages.
I can help you evaluate a contribution strategy that considers your goals, budget and overall financial plan.
What could an extra year of consistent saving mean for your future lifestyle?
Contact me to discuss:
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Direct Dial: 561-226-5831

Making the maximum contributions today can make a huge difference over time. We crunch the numbers.

10/14/2026

Open enrollment is about more than choosing a healthcare plan.
Your selections can affect your benefits, out-of-pocket costs, cash flow and broader financial plan for the year ahead.
Before you enroll, use these seven questions to take a closer look at your options — and consider how your choices fit into your overall planning.
Website: [email protected]" rel="ugc" target="_blank">www.ameripriseadvisors.com/[email protected]
Email: [email protected]
Text: 561-782-9663
Direct Call: 561-226-5831

Take advantage of all the benefits offered by your employer with these open enrollment tips.