River Region Wealth Advisors

10/28/2026

Selling an investment at a gain may not always be something to avoid — in some cases, it can be a strategic tax move.

Tax-gain harvesting is a lesser-known approach that may help certain investors manage future taxes and support long-term planning goals.

Before putting it into practice, it’s important to consider how the decision fits with your portfolio, income and broader financial plan.

Let’s discuss how tax-smart investment strategies may fit into your broader financial plan.

Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

10/27/2026

If you have questions about how shifting interest rates and an uncertain inflation outlook could affect your investment portfolio, let me know.

Higher inflation readings have unsettled investors, but the broader picture may be more encouraging than the headlines suggest.

10/26/2026

Are you making the most of your retirement savings opportunities?

Increasing your contributions, even gradually, can add up overtime and may offer tax advantages.

I can help you evaluate a contribution strategy that considers your goals, budget and overall financial plan.

What could an extra year of consistent saving mean for your future lifestyle?

Making the maximum contributions today can make a huge difference over time. We crunch the numbers.

10/25/2026

The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors?

Understand what this key benchmark is, what’s driving the rise and how it could influence your investments.

10/24/2026

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.

If you have questions about how today's AI market trends could affect your financial strategy, feel free to reach out.

History offers some interesting clues.

10/23/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/22/2026

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

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

10/21/2026

Is your Medicare coverage still working for you?

The coverage that fit your needs a few years ago may not be the best fit today.

Learn when you can make changes and what to consider as you review your options.

Get answers to common questions about changing your Medicare benefits.

10/20/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/17/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans