Virtual Event- Economic Update & Technology Investing – Is AI opportunity or hype?
Russell Price, Chief Economist - Ameriprise Financial
Ameriprise Financial Services, LLC
Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial since 2012.
His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.
In fact, through the end of 2024, Bloomberg ranked him as the 6th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists. He was the second-ranked forecaster in the U.S. brokerage industry at year-end.
He’s been in the top 10 of the Bloomberg economic rankings every year since at least 2016.
Is AI opportunity or hype? Luke Coogan, Regional Advisor Consultant, Columbia Threadneedle Investments will discuss technology investing focused specifically on artificial intelligence, its impact and the opportunities it’s creating. Throughout this presentation we will cover how AI is transforming the technology investing landscape, how it’s impacting our daily lives, and ultimately how it can affect the economy and our portfolios.
By registering for this event, you agree to your personal data including, but not limited to, your name, company name, email address and registration form responses to be held and used by Ameriprise Financial Inc. for marketing purposes. More information can be found in our Privacy Policy which can be found here. By signing up to the event, Ameriprise Financial Inc. will collect your personal data to administer the event. After you register, you will receive an email confirmation from Microsoft Teams with your Registration ID and the link to join the seminar.
This is an informational seminar. There is no cost or obligation.
Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Investors can obtain a prospectus from their financial professional or the issuing investment company. The prospectus contains this and other important information and should be read carefully before investing.
This event is sponsored by Columbia Threadneedle Investments, an Ameriprise affiliate.
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.
Planning for the future: an approach for your whole family
Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This complimentary session will:
• Help you consider what leaving a legacy means• Introduce the Ameriprise Family Legacy Planner as a tool you can use to start your family conversations • Highlight how a financial advisor can help you work though important financial issues with your family and loved ones
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
Direct Indexing – A Smarter Way to Index
Gregory V. Kanarian, CFA, Vice President, Investment Strategist - Natixis Investment Managers Solutions
Tim Silver, Financial Advisor with Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Taxes are one of the largest expenses for high-income households, and they’re increasingly top-of-mind for investors. Direct indexing offers a smarter, more tax-efficient way to invest—especially for those looking to optimize returns, harvest losses, and plan for major financial events.
Join us for a complimentary virtual session where we’ll explore:
- The impact of taxes on investment returns
- Benefits of direct indexing and how it compares to ETFs and mutual funds
- Real-world case studies and practical applications
- Opportunities for tax loss harvesting
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
This event is sponsored by: Natixis Investment Managers Solutions.These sponsors and representatives are not affiliated with Ameriprise Financial.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved. 8505515ACMR1025
Market and Economic Update
Christopher Spina, Associate Financial Advisor - Ameriprise Financial
Jensen & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC
How are recent market events impacting your finances? During this session, we’ll discuss factors that may contribute to market volatility and offer strategies to help you weather market uncertainty.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
©2024 Ameriprise Financial, Inc. All rights reserved.
Invesco Trending Conversations: What investors need to know about the One Big Beautiful Bill
John Kieca, Regional Advisor Consultant - Invesco
Tim Silver, Financial Advisor with Jensen & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC
Now that the dust has settled on the One Big Beautiful Bill (OBBBA), its economic and market implications are becoming clearer. While tax cuts and new spending are expected to boost US growth and benefit certain industries, the positive effects of the legislation must be weighed against cuts to existing programs and higher tariff rates.
Join us for a complimentary session on the One Big Beautiful Bill where we will cover:
• Key tax and spending provisions• Market reaction and investment opportunities• Potential implications for economic growth, the deficit, and interest rates
This is an informational seminar. There is no cost or obligation.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
This event is sponsored by: Invesco Ltd. These sponsors and representatives are not affiliated with Ameriprise Financial.
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.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2025 Ameriprise Financial, Inc. All rights reserved.