Jeremy St. Croix CFP, APMA, CRPC, Private Wealth Advisor

07/18/2026

When was the last time you truly listened to yourself? This World Listening Day take a pause, tune inward, and gain clarity on what really matters to you.

07/17/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

07/16/2026

Don’t let normal market highs and lows throw you off balance. I can help you navigate any fluctuations and stay focused on your goals.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/14/2026

Dreaming of a new doorstep? I can help you prepare to make a move.

07/13/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

07/11/2026

Got a pet who steals the spotlight every time? All American Pet Photo Day is about celebrating those picture-perfect moments you’ll always treasure.

07/10/2026

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

07/09/2026

Your financial decisions aren’t just about numbers – they’re shaped by emotions, habits and mindset. Join us 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/4f8eKbS

07/08/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?