David E Holland

David E Holland CFP®, CFA®, JD, Branch Manager | Private Wealth Advisor, Ameriprise Financial Services LLC

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
04/04/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
03/28/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

03/23/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
03/21/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

03/21/2026

Market volatility can often be uncomfortable. To help provide some perspective on today's market activity, read today’s After the Close from .

03/18/2026

Recent developments in the Middle East have created heightened global uncertainty, including for U.S. investors and consumers. Ameriprise Financial Chief Economist Russell Price offers perspective on how the conflict in Iran may influence the markets and U.S. economy.

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​An HSA may offer:​✅ Contributions that ...
03/14/2026

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.

03/09/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

02/18/2026

Ameriprise Financial Fixed Income Strategist Brian Erickson breaks down the concept of Federal Reserve independence and why it’s essential to the stability of the broader economy and global markets.

01/26/2026

Ameriprise Financial experts explore key economic drivers, stock market trends and fixed income strategies to help you navigate the year ahead.

01/20/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

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3801 PGA Boulevard Ste 500
Palm Beach Gardens, FL
33410

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Wednesday 9am - 5pm
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