Jeff Jolly - Ameriprise Financial Services

06/01/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

05/29/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/27/2026

It might not be a money tree, but a Bonsai tree is just as good! We had a great time with a wonderful group of clients at our Bonsai tree building event last week! Are you interested in becoming a part of our Ameriprise family? Reach out to me to find out more and come meet my team and I at one of our fun events! (203) 407-8188 x330

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/22/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

05/20/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.

05/18/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

05/15/2026

If higher inflation has you concerned about your financial position, let’s connect. Ican help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/13/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.