Mark Davey - Ameriprise Financial Advisor

10/31/2025

Spooky season is here! Whether you’re dressing up, handing out candy or just enjoying the day – have a safe and fun Halloween!

10/29/2025

Wondering where the markets are headed? Join Mark Walker, Private Wealth Advisor, for the November Market and Economic Update on November 11th at 12 PM. We’ll unpack key trends, share timely insights, and explore what the data means for you.

https://bit.ly/4obbnE7

10/24/2025

Join us on October 30 at 10 AM for a special webinar with Kenneth Davis on 529 Plans: Education Planning and Funding.

Whether you're planning for your children, grandchildren, nieces, or nephews—it's never too early to start thinking about their future education.

https://bit.ly/4hKZKlb

10/23/2025

We're hosting a food drive to support Second Harvest of Metrolina and help our local community. Drop off canned goods and other non-perishable items now through November 3rd and be part of the impact!

10/16/2025

Happy National Boss’s Day!

Today we celebrate the leaders who guide, support, and inspire us every day. Thank you for your dedication, encouragement, and the example you set. Your leadership makes a difference!

10/13/2025

As we approach year-end, now’s the time to review your capital gains and losses.

Strategic planning can help minimize your tax burden and position your portfolio for a strong start in the new year. Whether it’s harvesting losses or rebalancing gains, thoughtful action today can lead to meaningful savings tomorrow.

Let’s connect to make sure your strategy is aligned.

https://bit.ly/47aypnu

10/09/2025

The end of the year is the perfect time to review your tax strategy.
From charitable giving to retirement contributions, small moves now can lead to big savings later.
✅ Review capital gains/losses
✅ Max out retirement accounts
✅ Consider Roth conversions
✅ Make charitable donations
Let’s make sure your financial plan finishes the year strong.

https://bit.ly/46Kh0TG

10/06/2025

October is National Financial Planning Month — the perfect time to take a fresh look at your financial goals.
Whether you're planning for retirement, saving for education, or simply trying to build more financial confidence, now is a great moment to check in and make sure your plan is working for you.
✅ Are your goals still aligned with your lifestyle?
✅ Have you reviewed your insurance, estate plan, or investment strategy?
✅ Are you taking advantage of tax-efficient opportunities?
Financial planning isn’t just about numbers; it’s about clarity, confidence, and peace of mind. Let’s make sure you’re heading into the new year with a plan that supports your future.
https://bit.ly/4mTeOhg

10/06/2025

Join us for our October Market and Economics Update webinar on October 8th. Walker and Associates is hosting a webinar event to discuss this month’s recap of recent market events. During this session, we will also discuss a review of our economic forecast from our Investment Research Group, factors that may contribute to market volatility and evaluate strategies to help weather market uncertainty. For more details and to register for this session, visit our events page at:

Learn about upcoming financial seminars and financial events in Charlotte, NC, hosted by financial advisor: Mark Walker.

10/03/2025

Earlier this week, we had the opportunity to attend the 2025 Super Regional Mid-Atlantic & Northeast Conference in Atlanta. It was an inspiring event filled with industry insights, collaboration, and connection. We also had the chance to visit the College Football Hall of Fame, a fun and energizing way to celebrate the spirit of teamwork and excellence. Grateful for the experience and excited for what’s ahead!

09/25/2025

Estate planning isn’t just about finances — it’s about protecting your health and your wishes.

Documents like a health care proxy, living will, and power of attorney ensure your voice is heard in medical decisions, even when you can’t speak for yourself.
Planning ahead brings peace of mind to you and your loved ones. Let’s make sure your financial plan includes your healthcare wishes too.

09/22/2025

Welcoming the first day of fall with fresh energy and renewed focus.
As the seasons shift, it’s a great time to reflect, reset, and realign with goals — both personal and professional. Here’s to growth, gratitude, and the opportunities ahead.