James B McLean, MBA, RICP, CLTC

James B McLean, MBA, RICP, CLTC Private Wealth Advisor with Ameriprise Financial Services, LLC

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If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. My team ...
07/21/2026

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.

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be t...
07/02/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

If you’d like to discuss how the evolving monetary policy environment could impact your portfolio, let’s connect.
06/18/2026

If you’d like to discuss how the evolving monetary policy environment could impact your portfolio, let’s connect.

Explore how a new Federal Reserve chair could shift U.S. monetary policy and impact markets.

Buying a home starts well before house hunting begins. 📝Preparing credit, understanding upfront costs, and planning beyo...
06/16/2026

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

These financial steps to buying a house detail essential information for the home buying process.

Money is one of the most common stress points for couples. Clear communication, shared goals, and agreed‑upon systems ca...
06/08/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concer...
06/04/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resili...
06/02/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

If higher inflation has you concerned about your financial position, let’s connect. Wecan help you make sense of any per...
05/29/2026

If higher inflation has you concerned about your financial position, let’s connect. Wecan help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better under...
05/26/2026

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

An important market shift is underway in developing economies.

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32789

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