Circle in a Square Advisors

10/21/2026

Our team had a wonderful time on our annual retreat in Virginia last week. We spent a couple days catching up, laughing, eating good food, and having autumnal adventures. We feel so lucky to have each other and are rejuvenated and ready to get back to work! Have you taken any fun fall trips? We'd love to hear about it :)

10/16/2026

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

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

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/09/2026

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.

10/02/2026

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, my practice will be volunteering on November 9th at Food & Friends for the Ameriprise Day of Service.

09/25/2026

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

09/16/2026

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

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

09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.