Gregory M Vallee

07/22/2026

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.

07/20/2026

Happy 10-Year Anniversary, Monica! 🎉

Thank you for your positivity, helpfulness, and willingness to always go the extra mile. Your contributions make a big difference every day, and we’re lucky to have you on the team.

Congratulations on this amazing milestone!

07/20/2026

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.

07/17/2026

Happy Friday and Happy National Ice Cream Day Weekend! 🍨

The official holiday is Sunday, but we think ice cream deserves a full weekend celebration. Take a drive, visit a local favorite, and enjoy a scoop (or two).

Need ideas? Here's a great roundup of some of New England's best ice cream shops. Picking a flavor, however, is entirely up to you!

From farmstands to city shops, our list of best New England ice cream shops add cold, creamy sweetness to hot summer days.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

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

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

07/13/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

07/10/2026

Happy Friday! The summer weekend is here, and it's calling our names. Time to recharge, make memories, and enjoy every sunny moment. Let's jump on in!

07/08/2026

From lemonade stands to first jobs, summer is the perfect season to teach kids valuable money skills!

https://bit.ly/44RUoi8

Pass on your financial values to your children through different stages with these age-appropriate tips.

07/06/2026

Your financial decisions aren’t just about numbers – they’re shaped by emotions, habits and mindset. Join me to explore how behavioral finance and social influences may impact your financial future. You’ll gain insight into recognizing common biases and learn practical strategies to help you stay focused on your long-term goals and make more confident, intentional decisions. Learn more:

https://bit.ly/4w6o0od