Pacific Coast Private Wealth

10/25/2026

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.

If you have questions about how today's AI market trends could affect your financial strategy, let's connect. We can help position your investment strategy for both opportunities and potential market surprises.

History offers some interesting clues.

10/23/2026

+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.

10/21/2026

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.

10/19/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

As election season approaches, here are three reminders we 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, we're happy to help!

10/12/2026

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

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

10/10/2026

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, our practice will be volunteering on October 22nd, at 10 am at the San Diego Food Bank for the Ameriprise Day of Service. Please contact our office if you would like to join us.

10/08/2026

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.

10/07/2026

National Financial Planning Month is a good reminder that peace of mind does not happen by accident. A thoughtful plan can bring more clarity to everyday decisions and more confidence about what comes next. If you have been meaning to get organized, we are happy to help. If someone in your circle could use a little extra guidance, please keep us in mind. Friends and family are always welcome to reach out. Sometimes one conversation can make a real difference.