Sarah Oberhofer, CFP, APMA, MBA

09/13/2024

The rapid adoption of cloud computing and AI is significantly driving the expansion and modernization of data centers. Here’s an overview of the overall investment landscape.

Find out which underlying technologies and opportunities may be poised for significant growth.

08/26/2024

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

How to make lifetime gifting a part of your estate plan

08/23/2024

One way to understand the value of a company is to compare its stock price relative to the earnings analysts expect the company to produce in the next year. Since Covid-19, the price/earnings (p/e) of large companies has increased, while those of smaller companies has declined. This indicates that smaller companies are relatively cheap. These trends may move either direction in the short-term, however, they often revert to normal in the long-term. Long-term strategic investors should consider the valuation discrepancy as an opportunity to review their current allocation with their Ameriprise financial advisor.

08/16/2024

The duration of an average long-term disability claim is 34.6 months, according to the Council of Disability Awareness. How would you maintain your lifestyle if you couldn’t work for that long? Let’s talk about planning like you would for other emergencies.

08/14/2024

Don’t let emotions and market headlines impact your long-term goals. We're here to help you feel more confident during periods of market stress.

Find out how to prepare and stay the course during the market’s ups and downs.

08/13/2024

Big Tech has been a key driver of stock prices in 2024. When might more S&P 500 Index companies, industries and sectors begin to contribute? Ameriprise Financial Chief Market Strategist Anthony Saglimbene weighs in.

08/08/2024

“In our view, investors should rationally consider the current landscape. Are markets correcting because they may have seen equity market gains come too far too fast? Or are markets falling because of true threats over economic conditions and the possibility of a global recession? We believe, the preponderance of evidence supports the former. The U.S. economy is currently moderating to more sustainable rates, but a near-term recession is not the most likely path ahead, in our view.” – Russell Price, Ameriprise Chief Economist

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

07/25/2024

"There has been an important shift in the direction of market action over the last week or so and one where the underappreciated have suddenly sprung to life and are now exacting some revenge on the investors who have doubted (i.e., underweighted) their place within a portfolio.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

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

07/24/2024

Finding the right balance between risk and reward can help minimize financial stress. In times of turbulence, rebalancing can help bring your portfolio back in line with your long-term strategy. We can review your investment mix and see if rebalancing is right for you.

Rebalancing your portfolio can help you fight instincts to sideline assets when markets get rough.

07/23/2024

Fact or fiction?: Annuities are only for retirees. Get the truth behind this myth and more in this article.

Clear up common misunderstandings about this investment product.

07/22/2024

Not all financial goals have the luxury of time. With today’s higher interest rates, a short-term investment is an accessible place to park money for near-term goals, while also earning interest. Let’s review your options during our next meeting.

Short-term investment strategies differ from long-term strategies. Review our investment tips to help you plan for a short investment time horizon.

07/19/2024

Here’s what to consider when looking at interest rates and their influence on stock prices.

Investors seeking clarity on the future direction of stocks may want to consider these clues.