Mark Stephens - Ameriprise Financial Advisor

11/29/2022

Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.

09/12/2022

It’s never too early to start planning for your child or grandchild’s education. Let’s talk about your options for saving.

09/09/2022

A new school year is here! For college students, school expenses can add up quickly. Help your child start the year off right by sharing these budgeting tips for college life.

Tips on teaching your college kids about money, from jobs to budgets and spending.

09/07/2022

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

08/31/2022

Together, we can build a personalized financial plan that can continue to evolve – no matter where life may take you.

08/29/2022

Does your financial future feel overwhelming? I am here to help guide you.

08/17/2022

Don’t let short-term volatility derail your long-term investment plan. Despite market volatility, markets historically trend upwards. Understanding market cycles can provide context for current volatility and help you assess if your investments are aligned with your long-term financial goals.

08/15/2022

In the U.S., retirements of 30 years or more are becoming more common. Let's talk about ways you can protect your income and your legacy from the financial demands of a longer life.

07/18/2022

Medicare plans can be very overwhelming, and each situation is unique. Start by asking yourself some of these questions below to help inform your decision. Let’s discuss the tools and resources you can leverage to guide you through the process.

07/11/2022

If market developments are concerning you, let’s connect. We can discuss investment strategies that fit your unique financial situation, risk tolerance and time horizon.

How can you avoid making investing decisions based on emotion? Consider these time-tested strategies.

04/17/2022

More than two-thirds of investors say passing along generational wealth to their heirs is important to them, according to the Ameriprise Financial Money & Family study. Let's talk about your goals related to passing on wealth and what options may be best for you.

Findings show most investors plan to pass on wealth, but few are completely transparent about their intentions to do so.

04/15/2022

Is buying a home or investment property one of your financial goals? If so, let’s connect – I can provide personalized financial advice on how to make that dream a reality.

Feel prepared when purchasing a personal or investment home.