Capital Edge Advisors

10/31/2025

Daylight Saving time ends! Time to fall back (and check in on your finances)​.

As we turn the clocks back, it’s a great reminder to pause and reflect — not just on time, but on your financial goals.​

Have your retirement plans kept pace with inflation?​
Are your insurance policies still aligned with your needs?​
Is your long-term care strategy up to date?​

Just like adjusting your clocks, your financial plan needs regular check-ins. Let’s make sure your future is still on track as we approach year-end.

09/08/2025

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/05/2025

On your way to building a solid financial foundation? It’s only as solid as what you have in place to protect it. I can help you figure out what that means for you and your loved ones.

06/19/2025

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community. Happy Juneteenth.

06/17/2025

The most rewarding part of an accomplishment is looking back at all the hard work it took to get there. What goals are driving you today?

06/13/2025

Both the markets and the economy have been bumpy this year. Ameriprise Chief Economist Russell Price reflects on current conditions and where we may be headed.

06/06/2025

Markets have been on a rollercoaster this year. What might be next? Ameriprise Chief Market Strategist Anthony Saglimbene provides perspective on investing during volatility.

06/04/2025

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

05/21/2025

Heading into 2025, investors expected pro-growth policies —but a focus on tariffs and immigration policies have turned formerly optimistic markets cautious. Could a more nuanced approach and a focus on diversification provide some version of stability in a volatile market?

05/19/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

05/16/2025

Don’t wait until your child is in high school to start thinking about college costs. The earlier you begin planning the more financing options you’ll have.

5 considerations as you set your child’s education goal

05/15/2025

Can you afford to share your earnings with your family or good causes? When is the best time to do so? Deana Healy, Ameriprise Vice President of Financial Planning and Advice, shares some key points to consider.

You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider.