Addison Wallace - Ameriprise Associate Financial Advisor

10/13/2026

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, I am here to help.

10/05/2026

+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.

09/28/2026

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

09/21/2026

Financial confidence starts with a plan.

I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

09/16/2026

I'm excited to share that I have earned the Behavioral Financial Advisor (BFA™️) designation!

This photo represents something I value: getting outside, exploring, and making time for experiences that bring me joy.

That's one of the reasons I'm passionate about behavioral finance. Money is a tool that can help support the goals and experiences that matter most to us.

As AI and technology continue to reshape our industry, understanding human behavior, emotions, and values remains an important part of the financial planning process.

I'm excited to apply what I've learned through the BFA™️ designation to help guide conversations around clients' goals, values, and financial decisions.

09/11/2026

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, and reflect on the strength that carried our nation forward.

Never forgotten.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/02/2026

For the first time in 17 years, I'm not heading back to school this fall.

With students returning to classrooms and campuses, it got me thinking about the value of education and the opportunities it can create.

For many families, education is one of the most important goals to plan for. Whether it's college, trade school, or another path, preparing early can help create flexibility and open doors when the time comes.

Back-to-school season is a good reminder that investing in education isn't just about the year ahead. It's about creating opportunities for the future.

Hope everyone heading back to school has a great year!

08/26/2026

Smart business owners don’t just offer retirement plans, they use them to cut taxes, attract talent, and grow long-term value. Discover how we help small businesses do it right.

07/23/2026

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

4 economic forces driving growth — and 4 risks to watch.