Videos and downloads

Downloadable resources

Rethinking Retirement: Midlife Moves That Matter
The Retirement Healthcare Checklist
Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
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.
Navigating your job transition
This brochure provides practical guidance for individuals navigation a job transition.
SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.