Jeremy W. Overton

07/31/2024

Tara, Sunny and I drove from Colorado Springs to Breckenridge today. We couldn’t resist a photo at Hoosier Pass Peak!

07/18/2024

With the recent runup in stocks, it may be appropriate to lock in gains and diversify into less volatile investments. Here are a few strategies that may help you minimize or avoid FOMO (Fear Of Missing Out).

Don’t just focus on how to get into a trade, but how to get out of it, as well.

05/30/2024

Roth individual retirement account conversions are up in the first quarter of 2024, but there are key things to know before converting funds.

07/13/2023

Yesterday, I celebrated my 23rd anniversary with Ameriprise (19 of those years in Haubstadt). I can't express enough gratitude for my friends who have become my clients over the years and for clients who have become dear friends.

I'm also grateful for referrals clients and non-clients alike have sent since 2000.

We continue to live by the motto that the best way to help ourselves is by helping others and that our ability to make a positive impact is only limited by the number of people who are willing to accept our help.

05/25/2023

Your goals don’t necessarily change just because the markets do. Working together we can help you stay on track.

05/11/2023

Are you making good on the good intentions you have for retirement? Let’s review your financial goals and set you up for success. We can connect and make a plan.

05/02/2023

"If you're planning on retiring early, your retirement savings strategy needs to account for spending that is not best served through a 401(k) or 403(b)."

If you want to maintain your general standard of living in retirement, you’re going to need to modernize your savings strategy by starting with a focus on how much you'll be spending.

04/18/2023

What lessons would you add to the list?

To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should share with their children as they grow up.

04/14/2023

Sunny and I went to the Evansville Wartime Museum today to fly in a Ford Tri-Motor. Our little aircraft lover had a great time. PSA - it is quite loud on takeoff, hearing protection for the kiddos would be advisable.

04/07/2023

Clients: I'm so grateful for the opportunity to work together. I’d be honored to help your friends or family members achieve their financial goals. If there’s someone in your life who could benefit from my services, feel free to send them my contact information. Thank you!

Jeremy Overton is an Ameriprise Financial Advisor serving the Haubstadt, IN area. Get the personal financial advice you need to achieve your goals.

04/05/2023

Understanding your risk tolerance level can help you feel more confident during market ups and downs. If you don't know your risk tolerance, or if you think it has changed, let's talk.

03/07/2023

Wondering when to file for Social Security benefits? Before you decide, there’s another important question you should ask. Let’s connect to discuss how you can maximize your benefits.

03/03/2023

Black swan events are unpredictable and can have high impacts to your financial plan. Let’s discuss the importance of staying invested and how we can improve your plan today.

02/27/2023

Are you holding elevated balances in your checking or saving account? If so, you may want to consider a higher-yielding cash investment, such as a money market fund or Treasury Bills. Let’s connect – we can determine the right cash investments for your situation.

Cash has returned as a viable investing opportunity.

08/01/2022

Many seniors and their adult children avoid talking about aging and long-term care planning. But sidestepping the issue can be risky. Use these tips to get the conversation started and ensure your family is prepared for whatever may lie ahead.

The ideal time to begin talking with your parents is before they need care.

07/25/2022

Are you still financially supporting your adult child? Let’s review your portfolio and ensure your own financial situation is secure.

On average, parents who financially support grown children give them $1,000 a month for expenses like food, rent, cell phones and car insurance.

07/13/2022

22 Years ago, Erick Dalton and I started our first day together on the job with Ameriprise (American Express Financial Advisors at the time).

Just for what it's worth, here are some stats...

The Dow Jones Industrial Average closed 10,783.76 -vs- 30,981.33 Today
Nasdaq closed at 3,187 -vs- 11,264.73 Today
S&P 500 closed at $1,492.92 -vs- 3,818.80 Today

In these 22 years, we've celebrated many victories with clients during the good times and done my best to comfort them when markets were down, most notably in the aftermath of September 11th, 2001.

After the financial crisis of 2008, the Dow closed at 6,547.05 on March 9, 2009.

Let that sink in.

Over the years, the phrase "this too shall pass" has been a hallmark of our relationships with clients.

I won't lie, I was overcome with emotion this morning when I realized I've spent roughly 1/2 of my life as a Financial Advisor with this great company.

I find myself immensely grateful for everyone who has been along for the ride, especially my parents, my wife, Tara, those who took a chance on me in those challenging first few years and everyone who stuck it out through the tough times.

Looking forward to many more.

The Nasdaq composite index surged more than 140 points

05/30/2022

The earlier you start planning, the greater your chances of achieving your retirement goals. When did you start saving towards retirement?

Start where you are with what you have.

05/26/2022

Are you 10 years or less from retirement? Here are some strategic steps to consider now, and in the coming years, to help ensure you’re on track to meet your goals.

Taking action at these important retirement milestones can help ensure that your post-work life is more relaxing than taxing.

05/23/2022

A few of these may surprise you. If you need help planning for retirement, don’t hesitate to reach out.

When planning for retirement, it’s critical to have the right information. Here are 6 common myths — dispelled.

05/20/2022

I spent the afternoon reaching out to clients about opportunities like:
-Much-improved FDIC insured CD rates
-Putting cash to work to take advantage of volatility
-Tax-loss harvesting strategies
-Roth IRA conversions.

We're here for you if you'd like to learn more about these topics and how they may help you meet your goals.

05/19/2022

How can you create a sustainable retirement income stream in an environment of low interest rates and high stock market volatility? The Ameriprise Investment Research Group shares three steps retirees may want to consider.

05/16/2022

In Bloomberg’s recently released 2021 rankings, Russell is once again named within the top two most accurate economic forecasters in the U.S. retail broker/dealer industry,* a distinction he’s held for the last six years. This ranking also places him in the seventh position globally.

05/14/2022

Together, we can help you stay focused on achieving your long-term goals – no matter what the short-term might bring.

05/13/2022

During periods of market stress, investors are best served to stay the course and maintain a well-diversified portfolio. Read more from the Ameriprise Investment Group in the latest Committee Perspectives.

04/06/2022

More than two-thirds of investors say passing along generational wealth to their heirs is important to them, according to the Ameriprise Financial Money & Family study. Let's talk about your goals related to passing on wealth and what options may be best for you.

Findings show most investors plan to pass on wealth, but few are completely transparent about their intentions to do so.

03/06/2022

Looking forward to another great turnout!

Easter Egg Hunt 2022 is set!

02/25/2022

My assistant for the day... Sunny's 4-month-old pup, Thunder (aka "Funder").

I'm catching up around the office this morning after a wonderful vacation last week, (pics to come) so feel free to stop by and meet him!

11/19/2021

Estate planning is about protecting your loved ones, even from taxes. Let’s talk about transferring assets to heirs that can create the smallest possible tax burden.