Daniel Iachello, CFP CRPC APMA

10/26/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

10/23/2026

https://bit.ly/4z2oIUH

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

10/22/2026

https://bit.ly/4yCMBRN

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

10/20/2026

https://bit.ly/4ekEhPg

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

10/19/2026

Are you aware of how negative returns can impact your long-term wealth building? Let’s connect to discuss your options.

10/18/2026

Should you take your Social Security at 62? Wait until you’re 70? Your retirement income deserves a strategy. Reach out to discuss your options.

10/16/2026

https://bit.ly/3VS09v5

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

10/14/2026

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

10/13/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.

10/12/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.