Jim Dickert, Financial Advisor

01/06/2023

January is National Financial Wellness Month. It’s a great time to check your progress toward your goals. Let’s work together to help you feel confident about the year ahead.

01/01/2023

2023 is here! How are you celebrating?

12/21/2022

It’s officially winter! What’s your favorite winter activity?

12/20/2022

Higher interest rates have led to attractive investing opportunities in the bond market and elsewhere, according to Ameriprise Financial Fixed Income Strategist Brian Erickson. Learn strategies to consider during challenging markets.

12/20/2022

Wishing you and yours a joyful holiday season.

12/16/2022

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

11/29/2022

11/21/2022

For real though. 💯

11/15/2022

Despite contrary efforts from the Federal Reserve, U.S. economic activity has remained fairly resilient. Ameriprise Financial Chief Economist Russell Price shares what this paradox may mean for investors and the economy, including the possibility of recession.

11/11/2022

Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.

11/02/2022

When it comes to saving for college, is your family tapping all the potential sources available to you? Let’s connect to discuss your options.

Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.

10/31/2022

Ghostly greetings to you and yours!