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Recent events and ups and downs in the market leave many people feeling uncertain about how they should approach their long-term financial goals. I’ve made a career out of helping clients do just that. I make a point of understanding my clients and today’s changing markets, and I can help you confidently weather uncertainty and still stay on track for tomorrow. Contact me for a complimentary initial consultation to discuss your financial goals.
When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.
Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.
Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.
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Jim Tabak
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The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends. (2:21)
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors. (1:43)
As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. (16:25)
Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)
Short-term changes in the markets can be unsettling. Advice from a personal financial advisor who knows you and the markets can help you navigate today’s uncertainty while staying focused on tomorrow’s long-term goals. (0:15)
Consider five factors that could influence stock prices in the final quarter of 2020. (2:55)
Deciding your next right move is challenging when the markets feel uncertain. Advice from a personal financial advisor that knows you and today’s markets can help you weather changes in the short term and reach your long-term goals tomorrow. (0:15)
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors. (3:03)
Watch an Ameriprise expert summary of stock market and election implications for the current investment environment, including: COVID-19 trends and potential fiscal relief, U.S. and China trade, the outlook for stocks in 2021 and investment focus areas. (2:39)
Stressing over today’s changing markets doesn’t accomplish anything. Planning for tomorrow does. Advice from a personal financial advisor who understands you and the markets can make every dawn a little brighter. (0:15)
Amid rising bond defaults, it can be challenging to find yield for your income goals. Head of Fixed Income Brian Erickson shares potential solutions to discuss with your financial advisor, including asset quality, investment segments and weighting. (2:45)
Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.
Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)
After you complete the form below, I will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice I provide, and the costs associated. I look forward to meeting you and discussing your financial future.
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If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about my practice. When you refer me, they will receive an email with a link to my website where they can learn about what it’s like to work with me and reach out for a complimentary consultation, if they choose. I look forward to the opportunity to help your friend or family members achieve their financial goals.
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