UDB Financial

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/09/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

07/01/2026

Brian Flynn & Tom Linn recently attended a J.P. Morgan Wealth Management Summit for Ameriprise Financial in New York City. It was a valuable opportunity to gain insights from market strategists, research analysts, and portfolio managers.

06/11/2026

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

Get more expert insights by reading the latest Weekly Market Perspectives.

05/12/2026

Michael, Jeff & Joey were honored to attend the AMERIPRISE SOUTHERN STATES TOP PRODUCER SUMMIT in Ft. Lauderdale, Florida. Thirty-plus years of friendship & partnership.

04/12/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

04/05/2026

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

04/04/2026

Wishing you a bright, cheerful Easter! May your day be filled with fresh blooms, sweet treats, and time with the people who matter most. 🌷🐰

04/01/2026

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

03/29/2026

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD