Videos and downloads

Downloadable resources

Practical Investment Education by Rick Saunders
A practical guide to defining goals, managing risk, choosing investments, and working with advisors to build a disciplined portfolio.
Iron Oaks Wealth Advisors Q4 Newsletter
Iron Oaks Wealth Advisors Q4 Newsletter
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 equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.
Ameriprise Financial client relationship summary
Form CRS summarizes important information about the services we offer, our fees, and potential conflicts of interest in a clear and concise manner.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.