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We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
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I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
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We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
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At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.
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The U.S. economy has outperformed expectations so far this year. Will that trend continue? Ameriprise Financial Chief Economist Russell Price weighs in. (3:26)
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Join us for a virtual presentation on Thursday, November 21st, 2024. The event is complimentary. Below are details about the event.
Thursday, November 21st: 4 pm- 5 pm Central
Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today's economic environment. Price is frequently quoted in the Associated Press, Fox Business, Bloomberg News, BusinessWeek and Reuters and has appeared in many other national media outlets. He has been cited by Bloomberg Financial as a "Bloomberg Best" for being one of the most accurate economic forecasters in their benchmark consensus survey.Additionally, Barry Kruse- Vice President, Global Head Franklin Templeton Academy will share perspectives and present Emotions, Expectations, & Economics. During this complimentary session, we'll discuss how fear, the media, and the urge to time the markets influence investors' emotions. Additionally, we'll explore investors' expectations during bull markets and their predisposition to think, "This time it's different." We'll also look at three types of investors and their market expectations and will end the session with a brief overview of U.S. economic history by touring the last eight decades.
Thomas Bosio
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
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