Travis Kvassay

02/27/2025

If you’re concerned about the potential impact that economic developments — like tariffs — may have on your portfolio and personal financial situation, let’s connect.

Get answers to your top questions about the current situation.

02/13/2025

Uncertainty surrounding the implementation of U.S. tariffs is likely to be the big economic issue of 2025. Ameriprise Financial Chief Economist Russell Price provides his insights on the future of U.S. trade policy, as well as the potential economic and market impacts.

02/13/2025

Are you making a costly mistake on your taxes? For example, many people sell an asset before the 1-year mark, impacting their capital gains rates. I can work with you and your tax professional to help you take advantage of the current tax code.

Watch for these common tax mistakes to avoid for investors, to help manage the impact of taxes on your portfolio.

01/30/2025

Your financial goals can change over time. Let's discuss how personalized financial advice can help you navigate each stage of your life with confidence.

01/27/2025

Let’s connect if you’d like to discuss how to position your fixed income investments for the new year.

Read our 2025 fixed income outlook.

01/23/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

01/16/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

01/16/2025

“We believe markets could act volatile over the near term and possibly see further downside pressure should interest rates creep higher or earnings results and outlooks over the coming weeks disappoint elevated expectations.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

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

01/09/2025

“While the picture of solid fundamentals continues to cast a mostly positive outlook for where stock prices can go this year, the lingering and unanswered questions about tariffs and policy direction amid elevated stock valuations appear to have stalled the market recently.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

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

01/07/2025

Tip: To determine how much life insurance you need, start by multiplying your annual salary by the number of years you desire to have coverage. From there, we can discuss how to tailor coverage to your specific needs.

Help protect your family’s financial future in the event of disability or death with these insurance solutions.

01/06/2025

In honor of National Financial Wellness Month, take time to prioritize your finances and set your financial goals for the year ahead. Let’s connect to review your financial priorities and discuss if you’re on track.

01/06/2025

Managing multiple financial priorities can feel like a juggling act. But together we can find a balance between today’s needs and tomorrow’s goals.

12/19/2024

As a year of strong stock gains ends, let’s connect on strategies that could set you up for success in 2025.

What may this year’s developments mean for 2025?

12/12/2024

“The U.S. economy is primed to finish its tenth straight quarter of growth, inflation is approaching normalized levels, the unemployment rate is low, investor and consumer optimism is high, and the Federal Reserve is in the process of lowering interest rates. Pile on expectations for lower taxes, less regulation, and a growth-friendly business environment next year, and it’s not surprising that Americans are feeling pretty darn good about the future. And when Americans feel good, they generally open their wallets and spend.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

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

12/11/2024

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

12/11/2024

One key benefit of having estate planning conversations is creating transparency and trust with your loved ones. Have you checked all the important estate and legacy planning boxes? Let’s connect to help ensure you have a plan in place.

12/09/2024

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. My team can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

11/18/2024

Do you know how much you’ll pay in federal taxes this year? Use the marginal tax calculator on my site to help you estimate how much to set aside for taxes. I can work with you and your tax professional to help manage the impact of taxes on your financial goals.

For more information about these financial calculators please visit: Financial Calculators from KJE Computer Solutions, Inc.