Videos and downloads

Downloadable resources

Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
Elements of an effective estate strategy
Use this guide to help you navigate the important elements of an effective estate strategy.
Understanding Medicare
If you’re five or more years away from retirement use this whitepaper to understand action steps that can help you achieve financial confidence.
All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.
Annual fixed income outlook
What’s ahead for fixed income in 2026? Find out from the Ameriprise Investment Research Group.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.
Expense supplement
This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.