Daniel Iachello, CFP CRPC APMA

09/02/2026

https://bit.ly/4xFllCG

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Find out why markets may need to clear a higher bar in the back half of the year.

08/31/2026

https://bit.ly/4h543rB
As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

08/29/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/27/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/14/2026

Is “Buy Now, Pay Later” (BNPL) hiding consumer debt? Credit card debt is at an all-time high (but historically low as a percentage of consumer income), but an evaluation of consumer exposure to the BNPL space suggests that it offers a very modest level of additional burden. Read more in this report from the Ameriprise Investment Research Group.

08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/12/2026

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

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

08/06/2026

They say age is just a number. Social Security says otherwise. Before you file early, let’s connect and look at ways to help maximize your benefits.