Joel Schwartz - Ameriprise Financial Advisor

10/23/2026

We're serious about helping clients navigate important financial decisions, but we're also serious about great food.

Our annual Summit Wealth Management tailgate BBQ and potluck was another huge success. Between the BBQ, team jerseys, green chile, corn bread ceviche, and enough desserts to feed a small army, there was no shortage of highlights.

Grateful to be surrounded by such talented people and proud of the culture we've built together.

10/21/2026

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

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

10/20/2026

Our upcoming webinar, Protect Your Financial Information in the Digital World, is almost here.

Join me for a timely discussion on practical steps you can take to help protect sensitive financial information, navigate digital tools with confidence, and stay informed about cybersecurity best practices.

📅 Thursday, October 22
⏰ 12:00 p.m. MT
💻 Virtual via Microsoft Teams

If you haven't registered yet, there's still time. Secure your spot by Wednesday, October 21.

Register here: https://bit.ly/4dRgdDw

Protecting your wealth isn't just about managing assets. It's also about protecting the information connected to them.

10/19/2026

One of the most important aspects of investing is understanding how emotions can influence decision-making. This article explores the connection between investor behavior and market outcomes, offering insights for long-term planning.

Why your natural instincts could impact your investment returns.

10/16/2026

Ameriprise Day of Service is coming up and thousands of volunteers across the country are uniting to help end hunger in our communities. You’re invited to join Summit Wealth Management as we help our neighbors in need by packing PowerSacks at Food For Thought Denver. Please visit our website for more information and to RSVP if you would like to join us on November 13.

https://bit.ly/4zXMD87

10/15/2026

How confident are you that your financial information is protected online?

Join us in one week for an educational webinar designed to help you navigate today’s digital landscape with greater confidence. Learn practical strategies for protecting sensitive information, reducing online risks, and making the most of secure digital tools.

📅 Thursday, October 22
⏰ 12:00 p.m. MT
🎙️ Hosted by Joel Schwartz

Register today: https://bit.ly/4ynmtKC

Because protecting your wealth also means protecting the information connected to it.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

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

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

10/13/2026

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

10/12/2026

Building and preserving wealth requires attention to many moving parts, including the security of your personal information.

During Cybersecurity Awareness Month, I encourage you to review this article on identity theft prevention. It explores common cybercrime risks and practical strategies that can help protect you, your family and your financial life.

Thoughtful planning isn't just about preparing for opportunities. It's also about helping protect against risks that could disrupt your long-term plans.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.