Videos and downloads

Downloadable resources

Connecting your business and your broader financial objectives
A guide outlining seven key conversations to help small business owners align business decisions with personal financial goals.
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.
Annual equity market outlook
See the latest report from the Ameriprise Investment Research Group about what 2026 may bring for equity markets.
All about you client preference questionnaire
This short questionnaire will help us work together in a way that fits your needs.
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.