Charles Kudrna, CKA, CRPC, Ameriprise Financial Advisor

05/13/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

05/11/2026

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to me to learn more!

05/08/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

05/06/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

05/01/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

04/27/2026

Index investing doesn’t have to be so impersonal. With direct indexing, you can maintain broad market exposure while tailoring your portfolio to better reflect your goals, values, and financial situation. Reach out to me to talk about how I can personalize a strategy just for you.

04/24/2026

Smart investing includes smart allocation. Learn what asset allocation is - and how it can influence results in this video from Ameriprise Financial.

04/22/2026

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.

04/20/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.