Videos and downloads

Downloadable resources

SSAnalyzer information form
Use this form to provide your advisor with the data needed to analyze different Social Security claiming strategies.
Investment outlook and themes report
Read this report to learn more about what the Ameriprise Investment Research Group believes could influence markets in 2026.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.
Expense supplement
This interactive data sheet captures essential & lifestyle expenses in a client-friendly way and includes calculations when completed electronically.
Annual equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.