Daniel Kuhn

“We believe markets could act volatile over the near term and possibly see further downside pressure should interest rates creep higher or earnings results and outlooks over the coming weeks disappoint elevated expectations.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Markets see volatility amid interest rates and tariff uncertainties Get more expert insights by reading the latest Weekly Market Perspectives.

As you approach your retirement years, calculating your tax obligations can be tricky. Together with your tax professional, let’s review your financial goals and discuss how taxes will play a role.

What do taxes mean for your retirement income? Many decisions and variables impact retirement income, including taxes. Answers to 6 key questions.

“As rate and inflation pressures subside over the year, investors should be prepared to evaluate investments more on the merits of their fundamentals and underlying growth potential as opposed to simple shifts in underlying macro conditions.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Stocks end a nine-week winning streak to start the new year Get more expert insights by reading the latest Weekly Market Perspectives.

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

Tax brackets for 2023 and 2024 See which tax bracket you fall into and learn more about filing statuses and deductions.

It’s been an eventful year for the stock market. As you look ahead to what’s next, I am here to help you review your investment strategy.

2023 stock market reflections: The year’s highs and lows As an eventful year for equities ends, it’s worth reflecting on 2023’s highs and lows — so you can prepare for what’s ahead.

What financial goals do you have for the future?

In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.