Canopy Planning Group

08/05/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/12/2026

Dreaming of a new doorstep? We can help you prepare to make a move.

07/11/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

07/07/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

07/06/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

07/05/2026

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.

07/04/2026

As we celebrate Independence Day, we're reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

07/02/2026

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.