Gregg Newman CFP, AAMS, CRPC

07/17/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

07/16/2026

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

07/15/2026

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?

07/14/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

07/13/2026

Your financial decisions aren’t just about numbers – they’re shaped by emotions, habits and mindset. Join us to explore how behavioral finance and social influences may impact your financial future. You’ll gain insight into recognizing common biases and learn practical strategies to help you stay focused on your long-term goals and make more confident, intentional decisions. Learn more:
https://bit.ly/4pmcYsf

07/10/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

07/09/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

07/08/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

07/07/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

07/06/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.