The Overton Group at Ameriprise Financial

10/25/2026

10/25/2026

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.

10/24/2026

If you have questions about how shifting interest rates and an uncertain inflation outlook could affect your investment portfolio, let’s connect.

Higher inflation readings have unsettled investors, but the broader picture may be more encouraging than the headlines suggest.

10/23/2026

The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors? Whether you're evaluating opportunities in fixed income or considering the impact on your broader portfolio, Our team can help put today's market environment into perspective.

Understand what this key benchmark is, what’s driving the rise and how it could influence your investments.

10/22/2026

As year-end approaches, the timing of charitable gifts and other deductible expenses may be worth a closer look.

“Bunching” deductions into a single year is one strategy that may help you make the most of your deductions.

The right approach depends on your income, giving goals and broader financial picture — which is why it can be helpful to review this as part of your year-end planning.

Reach out to schedule a conversation about your year-end financial planning opportunities.

Maximize your tax deductions by timing and grouping deductible expenses effectively.

10/22/2026

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

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

10/21/2026

Medicare decisions aren’t always “set it and forget it.”

Plans, costs and healthcare needs can change from year to year — and those changes may affect your retirement income plan and overall budget.

An annual review can help you determine whether your current coverage still fits and where an adjustment may make sense.

Schedule a conversation to review your Medicare coverage and its impact on your retirement budget.

Why should you revisit your Medicare benefits during open enrollment?

10/21/2026

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. My team can help position your investment strategy for both opportunities and potential market surprises.

History offers some interesting clues.

10/20/2026

Selling an investment at a gain may not always be something to avoid — in some cases, it can be a strategic tax move.

Tax-gain harvesting is a lesser-known approach that may help certain investors manage future taxes and support long-term planning goals.

Before putting it into practice, it’s important to consider how the decision fits with your portfolio, income and broader financial plan.

Let’s discuss how tax-smart investment strategies may fit into your broader financial plan.

Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

10/19/2026

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.