Carlos Amaris,- Financial Advisor, Private Asset Management Group

10/17/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/16/2026

Sometimes the best travel moments are the unplanned ones.

While exploring New England, we stopped at this beautiful national park and took a moment to slow down, listen to the river, and soak in the colors of fall. Nature has a wonderful way of reminding us to simply be present. 🍁✨

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.

10/15/2026

As Hurricane Isaias approaches, our thoughts are with everyone in the affected areas. Please stay safe.

10/14/2026

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

10/14/2026

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

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

10/13/2026

As the year draws to a close, now is an ideal time to review your financial picture and take advantage of opportunities before key tax and retirement planning deadlines arrive. Whether your goal is to maximize retirement contributions, potentially reduce taxes, or make meaningful progress toward your long-term financial objectives, a few strategic decisions today can make a significant difference tomorrow.

To help you stay on track, we've created a year-end financial checklist highlighting important actions to consider. Together, we can identify which strategies may be most beneficial for your unique situation and help you finish the year with confidence.

Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

10/10/2026

As election season approaches, here are three reminders I often share with clients:​

✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​

​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.

10/08/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

10/06/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.