Opus: Advice First

06/03/2026

Market leadership make be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

06/01/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

05/29/2026

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, financial crisis or COVID-19 pandemic. It’s difficult to predict the markets – do you let volatility affect how you invest?

05/28/2026

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

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

05/27/2026

Questions? Let us help. Give us a call 203.881.5504 or [email protected]

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

05/25/2026

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

05/25/2026

Please join the Opus: Advice First Team as we celebrate Andy Smith, Financial Advisor®️, from our Palo Alto, CA office on his 10-year anniversary!
This is also Andy’s 21st anniversary with Ameriprise Financial.

Andy, thank you for all you do! We are so grateful for you and look forward to many more years together.

05/22/2026

Reach out to our team today. 203.881.5504 or [email protected]

If higher inflation has you concerned about your financial position, let’s connect. We can 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.