Richard Bertuola

05/28/2024

There can be a lot of misleading noise out there about the state of the U.S. economy. Don’t let it lead you astray when it comes to your investing decisions.

Separate fact from fiction.

05/26/2024

“With the S&P 500, NASDAQ, and Dow all tracing fresh all-time highs, investor sentiment has again shifted toward a more accepting view of current conditions, and one that continues to see lower inflation and rising profits driving a soft-landing for the U.S. economy this year.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

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

05/25/2024

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

05/24/2024

If the political noise surrounding the upcoming election is making you feel anxious about your investment strategy, let’s connect. Your investment portfolio should be built to weather different economic — and political — cycles.

Don’t let the political noise distract you from your investment strategy.

05/13/2024

Did you know that life insurance can offer benefits during your lifetime, not just after your death? I can help you evaluate your options – and understand less known life insurance benefits.

Life insurance solutions may be more accessible and less costly than you think.

03/24/2024

The period of elevated cash returns may be coming to an end soon. Let’s connect if you’d like to review your cash investments and identify other potential opportunities.

How long can compelling cash rates last?

03/23/2024

If you’re considering moving in your retirement years, let’s connect. I can help you determine how your new home may affect your financial situation and goals.

Understand your different housing options and how a new home may affect your retirement.

03/22/2024

A well-diversified investment strategy can help investors participate in the current bull market while also managing against risk. Let’s connect if you’d like to discuss.

Can the 2024 bull market push higher?

03/21/2024

With the recent and rapid rise in cost of living, it’s smart to think about how to keep expenses in check. Let’s connect if you’d like help identifying opportunities to save more toward your financial goals.

Cut spending and save more by incorporating these strategies into your financial routine.

03/17/2024

You work hard to save for retirement. I can help you strategize how and when your retirement assets are taxed to help you keep more of your hard-earned savings.

Tax diversification – explained.

03/16/2024

If you earn too much to contribute directly to a Roth IRA, reach out to me for guidance on the appropriate strategy for your situation. I want to help you benefit from this tax-advantaged account.

Roth IRAs are powerful retirement savings accounts.

03/16/2024

Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency.