Jonathan Seidel

Staying focused on the long-term is the key to reaching your financial goals.

After a new S&P 500 record high, inflation remains a concern. Ameriprise Chief Market Strategist David Joy discusses prices, earnings and valuations.

It’s National Retirement Planning Week! Whatever your ideal retirement looks like, we can help you plan for it.

While Medicare covers some health care expenses in retirement like doctor visits, other routine care like eye exams won’t be covered. Let’s connect and make sure you’re prepared.

Always be on the look out for fraud...

An interesting article about returning to our normal lives...

Planning your retirement income stream can be challenging. Together, we can review your situation and long-term goals to set a strategy that works for you.

Have your financial goals, risk tolerance or time horizon changed? If so, let’s review your investment strategy together.

What’s one financial concept you wish you knew more about?

A record high for the S&P 500 and a respite from rising bond yields. Chief Market Strategist David Joy explains the increasing optimism.

What can a parent or grandparent do to help prepare their children and grandchildren for a strong financial future? Consider these five low-key approaches.

The IRS extended the federal tax filing deadline to May 17 for most regions of the country. Residents of Texas, Louisiana and Oklahoma have until June 15 to file. I can work with your tax professional to help ensure you’re ready.

Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.