Marie Isabel Laurion, BFA

06/17/2026

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.

06/15/2026

Concerned about tax impacts for your beneficiaries? We have solutions to help them reinvest assets for continued growth potential while enjoying the benefits of tax-deferral. Ask me how it could work for you.

06/12/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

06/10/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

06/08/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

06/05/2026

The job market is challenging for many Americans, right now. If you’d like to discuss financial strategies to prepare for periods of uncertainty, let’s connect.

Discover why hiring stalled in 2025 and get our forecast on what a labor market recovery could look like in 2026.

06/03/2026

Life insurance is often considered essential for individuals, but it takes on an even greater significance for business owners. Let’s talk about how it can help ensure business continuity and stability.

06/01/2026

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.

05/29/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.