Dennis M. O'Neill CFP

01/12/2023

What will you do today to jump-start your journey to financial success?

12/29/2022

The end of the year is a great time to start planning for tax season. We can work with your tax professional to potentially reduce your taxes before and in retirement.

12/19/2022

The end of the year is the ideal time for reflection. What challenges did you overcome in 2022?

12/08/2022

Under normal circumstances, a strong jobs report would be welcome news for investors. Ameriprise Chief Economist Russell Price shares why this isn’t the case for November’s report.

12/06/2022 Russell Price, CFA The S&P 500® index was 1.1% higher last week while the NASDAQ Composite grew by 2.1%. The Dow Jones Industrial Average was up a modest 0.2% for the week, but it’s a slim 5.3% lower on the year. Through Friday, the S&P 500 is down 14.7% year-to-date and the NASDAQ Com...

11/16/2022

What do you appreciate more now than when you were younger?

11/14/2022

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/20/2022

Patience, discipline, and a solid investment strategy is key to managing through what could be several more quarters of volatility and uncertainty.

10/17/2022 Anthony Saglimbene Last week, investors appeared willing to begin the search for a market bottom. That said, the S&P 500 Index finished the week lower by 1.6%, while the NASDAQ Composite dropped 3.1%. The S&P 500 is currently off more than 25% from its January peak, while the NASDAQ close...

10/18/2022

You work hard to save for retirement. Don’t let taxes diminish your savings more than necessary. Let’s work together with your tax professional to look at how and when your retirement assets are taxed. The sooner we adjust, the more time you’ll have to accrue the benefits.

10/14/2022

What age do you feel like on the inside?

10/06/2022

As we move into the final quarter of the year, it’s important to remember that this bear market will eventually pass.

10/03/2022 Anthony Saglimbene Last week, the S&P 500® Index dropped 2.9%, as the major U.S. stock barometer is now down in six of the last seven weeks. The Index posted a fresh year-to-date intraday and closing low on Friday, falling below 3,600 and touching its lowest levels since November 2020. T...

09/19/2022

Which of your financial goals are you most excited about?

09/12/2022

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.