Shana Hudson, CFP

Shana Hudson, CFP Private Wealth Advisor at Ameriprise Financial Services, LLC

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

Our planning process starts with one thing: thinking bigger.
06/03/2026

Our planning process starts with one thing: thinking bigger.

The “Magnificent 7” became so dominant that many portfolios turned into the same trade. That worked incredibly well on t...
06/01/2026

The “Magnificent 7” became so dominant that many portfolios turned into the same trade. That worked incredibly well on the way up.

But market leadership rarely stays this concentrated forever, and some of the biggest opportunities over the next few years may come from areas investors ignored while everyone crowded into mega cap tech. Diversification starts to matter again when concentration feels safest.

A good financial plan should prepare for what’s next, not just what worked last cycle.

https://bit.ly/4egQfK3

Smiles cost nothing but create connection, confidence, and alittle extra joy. Share one today and watch the ripple effec...
05/31/2026

Smiles cost nothing but create connection, confidence, and a
little extra joy. Share one today and watch the ripple effect grow.
Happy National Smile Day!

A lot of investors set up a 529 and never revisit it.But the rules have changed and continue to evolve. There’s more fle...
05/29/2026

A lot of investors set up a 529 and never revisit it.

But the rules have changed and continue to evolve. There’s more flexibility now, including the ability to roll unused funds into a Roth IRA.

If you’re using one, make sure it’s part of your broader plan and something you review regularly.

https://bit.ly/4ufb3qo

You don’t stand out in life or finances by doing what everyone else does.
05/27/2026

You don’t stand out in life or finances by doing what everyone else does.

The market keeps hitting all-time highs. So let's check in - how does that make you feel?If your answer is anything othe...
05/26/2026

The market keeps hitting all-time highs. So let's check in - how does that make you feel?

If your answer is anything other than confident, that’s worth paying attention to.
Because discomfort usually means one thing, you might be taking more risk than you realize.

This isn’t about getting out. It’s about making sure your exposure matches your goals.
If it feels off, it’s probably time to take a closer look.

https://bit.ly/3Rvw3LM

In remembrance of the heroes who gave everything so otherscould live free. Today, on Memorial Day, we think of all those...
05/25/2026

In remembrance of the heroes who gave everything so others
could live free. Today, on Memorial Day, we think of all those who answered the call of service with bravery.

Most executives don’t realize how concentrated they actually are.Salary, bonus, and RSUs are often all tied to the same ...
05/22/2026

Most executives don’t realize how concentrated they actually are.

Salary, bonus, and RSUs are often all tied to the same company, which means your income and your net worth are exposed to the same risk. It feels fine when things are going well, but it creates a level of dependency that usually isn’t intentional.

This is where a bit more structure helps. Reviewing your exposure, setting a plan around RSU sales as they vest, and gradually diversifying over time can reduce that risk without overreacting. It’s less about making a big move and more about making sure your overall plan isn’t built around a single outcome.

https://bit.ly/4v3rSVO

You’re tired… not done.
05/20/2026

You’re tired… not done.

Address

San Francisco, CA

Opening Hours

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

Telephone

+14159468845

Website

Alerts

Be the first to know and let us send you an email when Shana Hudson, CFP 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 Shana Hudson, CFP:

Shortcuts

Share

Category