John R Thane

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!

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

It's time for corporate America to show its hand Get more expert insights by reading the latest Weekly Market Perspectives.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Q1 review and Q2 outlook: Staying focused amid a changing market environment Get more expert insights by reading the latest Weekly Market Perspectives.

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? Peak Financial Group is here to help you make the most of it.