Four Trending Investment Topics Date: Thursday, March 28, 2024 Time: 5:00 PM - 6:15 PM EDT Location: SSRGA offices, 444 Madison Ave, New York, NY 10022 Presented By: James Lombardo, Private Wealth Advisor - Ameriprise Financial Hosted By: Clear Ocean Capital Advisors, A private Wealth Advisory practice of Ameriprise Financial Services, LLC It's not unusual for financial topics to make headlines and trend on social media -- but trends and smart investing don't always mix. In this session we’ll discuss four “hot” investment topics and what they mean for you and your portfolio, including: Cryptocurrency, Artificial Intelligence, Real estate and Commodities. This is an informational seminar. There is no cost or obligation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved."
A New Way to Access Private Real Estate Date: Wednesday, February 28, 2024 Time: 5:00 PM - 6:15 PM EST Location: SSRGA offices, 444 Madison Ave, New York, NY 10022 Presented By: Kevin Golden, Vice President – Senior Advisor Consultant - Franklin Templeton Hosted By: Clear Ocean Capital Advisors, A private Wealth Advisory practice of Ameriprise Financial Services, LLC During this complimentary session, we’ll discuss how private real estate can potentially lower risk and increase returns when added to a stock/bond portfolio. Additionally ,we’ll explore how private real estate performance has provided more stable returns than publicly traded REITS over the past 25 years, and we will discuss how historically, real estate has performed well in periods of inflation. Franklin Templeton and its representatives are not affiliated with Ameriprise Financial.