Steven Vitanza, CFP, ChFC, CLU

Steven Vitanza, CFP, ChFC, CLU Laurel Oak Wealth Management Paraplanner

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

“In our view, the market may become more volatile next week if a government shutdown lingers through the weekend and int...
12/23/2024

“In our view, the market may become more volatile next week if a government shutdown lingers through the weekend and into early next week.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

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

Have you been sitting on the sidelines watching the stock market claw its way back from the 2022 bottom to new all-time ...
11/25/2024

Have you been sitting on the sidelines watching the stock market claw its way back from the 2022 bottom to new all-time highs? If so, you may be asking yourself if you’ve missed your opportunity. Maybe not. Reach out to learn why.

Unlocking the full potential of your Social Security may be quite simple—and it focuses on one key number: your full-ret...
11/25/2024

Unlocking the full potential of your Social Security may be quite simple—and it focuses on one key number: your full-retirement age. Reach out to map a clear strategy to help get the most from your benefits.

11/18/2024

How much should you save for retirement? Check out the retirement income calculator on my site to help you start planning. Let's connect to discuss steps to help you reach your saving goals.

For more information about these financial calculators please visit: Financial Calculators from KJE Computer Solutions, Inc.

11/18/2024

Social Security benefits are an important part of your retirement income. Use this calculator to estimate how much you can expect to receive from Social Security.

For more information about these financial calculators please visit: Financial Calculators from KJE Computer Solutions, Inc.

You never know when life changes on you—and it can change quickly. Protecting yourself against unexpected financial burd...
10/31/2024

You never know when life changes on you—and it can change quickly. Protecting yourself against unexpected financial burdens is smart money management. Let’s talk about how to prepare.

“The U.S. economy and stock market are likely to grow over time regardless of the composition of Washington, meaning emo...
10/31/2024

“The U.S. economy and stock market are likely to grow over time regardless of the composition of Washington, meaning emotional responses to the election that draw one away from a well-constructed investment strategy is a recipe for derailing investment success. Our advice around this election: Stay the course." – Anthony Saglimbene, Ameriprise Chief Market Strategist

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

10/10/2024

As Hurricane Milton approaches, our thoughts are with everyone in the impacted areas. Please stay safe.

“We believe investors should maintain a somewhat optimistic view of the U.S. economy and financial markets heading into ...
10/10/2024

“We believe investors should maintain a somewhat optimistic view of the U.S. economy and financial markets heading into yearend. Investing in opportunities across cyclical areas inside/outside of Technology, putting excess cash back to work in the market during potential periods of market stress, and locking in higher interest rates across bond allocations are strategies that could help investors navigate the final months of the year.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

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

There’s been a lot of unexpected developments in the 2024 U.S. presidential election. If you’re seeking to make sense of...
09/30/2024

There’s been a lot of unexpected developments in the 2024 U.S. presidential election. If you’re seeking to make sense of the potential investor impacts, take a look at this analysis from the Ameriprise Investment Research Group.

This year’s election season has provided more than its fair share of twists and turns.

Future positive performance for the Mag 7 is far from a sure bet.  Let’s discuss ways to diversify your portfolios and r...
09/27/2024

Future positive performance for the Mag 7 is far from a sure bet. Let’s discuss ways to diversify your portfolios and review your financial plan as we approach year’s end.

Pumpkin and apple flavored treats. Fall festivals. The leaves turning. What’s your favorite part of fall?
09/23/2024

Pumpkin and apple flavored treats. Fall festivals. The leaves turning. What’s your favorite part of fall?

Address

Five Greentree Centre Suite 200
Marlton, NJ
08053

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18567418000

Alerts

Be the first to know and let us send you an email when Steven Vitanza, CFP, ChFC, CLU posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Steven Vitanza, CFP, ChFC, CLU:

Featured

Share