Anthony J. Russo, CRPC, APMA, CMFA

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

05/31/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

05/30/2026

Having too much cash sitting on the sidelines in a money market fund might seem like a safe move. But history shows that there’s an opportunity cost to playing it too safe. Simply put, cash has less growth potential and most likely won’t help you reach your long-term goals. Even with periodic market downturns, history shows that markets eventually rebound, recoup their losses, and ultimately move higher — outperforming cash by a wide margin.

05/28/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

This Memorial Day, we take a moment to think about the men and women of the military who gave their lives—and the families who have to carry that loss forward every day.
There’s a lot of talk about sacrifice today, but the reality is it doesn’t end with the individual. The families live it long after.
Always a good reminder to make sure our loved ones are taken care of, no matter what.

05/24/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

05/22/2026

If you’d like to discuss different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and compare options that can help you save for your child’s future.