Michael Batas, CRPC

06/17/2026

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

06/11/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

We encourage clients to view prevention as part of their overall financial wellbeing.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

06/09/2026

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.

06/03/2026

You might be surprised: Most millionaires don't feel rich. But you might if you adopt these five key habits that could help you reach millionaire status.

06/01/2026

Over a dozen states don't tax pension income regardless of your age or how much money you have.

05/27/2026

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.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

05/21/2026

In observance of Memorial Day, Lombardi and Associates will close at 3 PM tomorrow, Friday, 5/22/26, and remain closed on Monday, 5/25. We will reopen on Tuesday, 5/26 at 9am EST. We wish you and yours a happy and safe holiday weekend!

05/14/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/12/2026

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

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