James R. Gurman, RICP

Don't forget . . .

With an extra hour this weekend, it's a great excuse to check in on your finances. Revisit your contribution rate, confirm your beneficiaries, or make sure your year-end goals are still on track.

Enjoy the extra hour. When you're ready to talk, I'm here.

What financial protection goals are on your list for next year? Now is the perfect time to start planning for the future you want to build. Message me to get started.

Let's talk about your goals for the year ahead. Contact us to start building your financial readiness plan.

Many investors are asking whether today's AI boom resembles past market bubbles. While no one can predict exactly how the current cycle will unfold, history offers valuable perspective.

If you have questions about how today's AI market trends could affect your financial strategy, let's connect. I can help position your investment strategy for both opportunities and potential market surprises.

Are AI stocks in a bubble? What history suggests History offers some interesting clues.

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

AI’s math problem deepens ahead of key hyperscaler reports Get more expert insights by reading the latest Weekly Market Perspectives.

+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.

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

Does AI have a math problem? Get more expert insights by reading the latest Weekly Market Perspectives.

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

What rising power demand could mean for investors See how rising power demand may create investment opportunities across the energy ecosystem.

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

2026 midterms: How the election results could drive markets Explore potential market, sector and investing implications of the 2026 midterm elections.

I often think about how I have originally met my clients. While introductions from existing clients are most common, they come to me because of many of these situations:

* Spouse has no interest in finances and they want a relationship well before they leave this world
* They have moved here from another part of the country and want a personal relationship
* There has been a job change or inheritance to manage
* Concern about cognitive impairment in retirement
* They seek a consultant who can assist as a sounding board to provide guidance on financial goals
* They do not want to self-educate on financial complexities
* They are already educated on these, but don't want to spend the time

If these things have become a reality for you, we should speak and perhaps help point you in the right direction.