Jose Vicente, CFP, AIF

10/27/2026

If your child wants to study oversees, here is a list of universities to consider.

Explore the best universities outside the U.S. in 2027, led by Oxford, Cambridge, and Imperial College London.

10/22/2026

Protecting your wealth also means protecting your personal and financial information.

A few proactive habits can help guard your accounts, identity and sensitive data from fraud.

Use this checklist as a starting point — and let’s discuss how cybersecurity fits into protecting your broader financial life.

Help keep your information safe from fraud and bad actors.

10/20/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/16/2026

Are you making the most of your retirement savings opportunities?

Increasing your contributions, even gradually, can add up overtime and may offer tax advantages.

We can help you evaluate a contribution strategy that considers your goals, budget and overall financial plan.

What could an extra year of consistent saving mean for your future lifestyle?

Making the maximum contributions today can make a huge difference over time. We crunch the numbers.

10/09/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

10/06/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, we're here to help.

10/01/2026

Nearly 48 million people in the United States, including 14 million children, experience food insecurity. Together, we can play a part of ending hunger. Now through October 31, Ameriprise is matching donations to Feeding America up to $250,000. Learn more about how your donation can go further at www.feedingamerica.org/ameriprise. In addition, I'm volunteering on Friday November 13th at the Community Food Bank of New Jersey in Hillside for the Ameriprise Day of Service. Please contact my office if you would like to join me.

09/29/2026

Doing the right thing for clients is always the right choice.

09/24/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why we're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

09/22/2026

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.