James Ramsey-Ameriprise Financial Advisor

James Ramsey-Ameriprise  Financial Advisor Financial Advisor with Ameriprise Financial Services, LLC

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Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful plann...
08/16/2024

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allow...
08/12/2024

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://...
08/10/2024

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

08/06/2024

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.
08/06/2024

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.

08/02/2024

Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from on today's market swings.

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Toge...
01/31/2024

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

12/21/2023

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead.

For many, retirement means the freedom and flexibility to travel. Before you pack your bags, here are a few tips.
08/29/2023

For many, retirement means the freedom and flexibility to travel. Before you pack your bags, here are a few tips.

Financial considerations for traveling in retirement.

Changing jobs?  Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
08/02/2023

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Dreaming of a vacation home? Owning additional property might be more attainable than you think. Together, we can priori...
07/27/2023

Dreaming of a vacation home? Owning additional property might be more attainable than you think. Together, we can prioritize the investment in the context of your lifestyle and financial goals.

A second home can make sense for your portfolio.

Could now be a good time to think about small caps? History shows small cap performance was relatively strong following ...
07/26/2023

Could now be a good time to think about small caps? History shows small cap performance was relatively strong following years when valuations were lower than the average. Let’s connect to discuss the potential benefits of small cap stocks.

Smart investing requires the right mindset and the right plan. We can help you make progress toward your goals through a...
07/24/2023

Smart investing requires the right mindset and the right plan. We can help you make progress toward your goals through a combination of steady investing and rebalancing.

Time-tested basics to inform your investment portfolio decisions and support your financial goals.

05/13/2023

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity.

“In our view, the market is ignoring consistent and direct Fed messaging on the rate outlook and simply refuses to accep...
05/12/2023

“In our view, the market is ignoring consistent and direct Fed messaging on the rate outlook and simply refuses to accept the higher-for-longer messaging the Fed believes is required to slow growth enough to bring inflation pressures down for good. Nor do we believe the market fully appreciates how sticky inflation pressures become when left to linger, given many of today’s market participants have not navigated such an environment.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

2022 was a challenging year for the traditional 60/40 portfolio. Here’s an interesting analysis that suggests there’s re...
03/20/2023

2022 was a challenging year for the traditional 60/40 portfolio. Here’s an interesting analysis that suggests there’s reason for optimism.

A historical review from Putnam Investments.

03/20/2023

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system.

If you’re looking for a thorough explanation and analysis of the recent collapse of Silicon Valley Bank, read this artic...
03/20/2023

If you’re looking for a thorough explanation and analysis of the recent collapse of Silicon Valley Bank, read this article from Ameriprise experts.

What the recent developments mean for investors, markets, and the U.S. banking system.

Effective in 2024, catch-up contributions for participants aged 50 or older must be made on a Roth basis under 401(k), 4...
03/05/2023

Effective in 2024, catch-up contributions for participants aged 50 or older must be made on a Roth basis under 401(k), 403(b), and governmental 457(b) plans for certain individuals. Let’s discuss how this change may impact your retirement planning strategy.

March is Women’s History Month – a celebration to honor the many contributions of women in our society.
03/04/2023

March is Women’s History Month – a celebration to honor the many contributions of women in our society.

If you’re approaching retirement age, the SECURE Act 2.0 now allows you to save more to retirement accounts before you l...
03/03/2023

If you’re approaching retirement age, the SECURE Act 2.0 now allows you to save more to retirement accounts before you leave the workforce. Let’s review your plans and see how catch-up contribution changes may affect you.

If you suspect that your elderly family member or friend may be the victim of financial abuse, review these tips for rec...
03/03/2023

If you suspect that your elderly family member or friend may be the victim of financial abuse, review these tips for recognizing and reporting it.

Help for family and friends of people living in nursing homes and assisted living communities.

Keep moving toward your goals one step at a time. We can work together to help you stay on track.
03/03/2023

Keep moving toward your goals one step at a time. We can work together to help you stay on track.

Despite short-term challenges, the market is resilient in the long run. If you’re feeling uncertain about your investmen...
03/02/2023

Despite short-term challenges, the market is resilient in the long run. If you’re feeling uncertain about your investment strategy, let’s connect.

Staying invested in a difficult market can be challenging.

02/27/2023

What do you look for in a financial advisor?

Beginning in 2024, beneficiaries of 529 plans that have been in place for 15 years or more may be able to transfer the a...
02/27/2023

Beginning in 2024, beneficiaries of 529 plans that have been in place for 15 years or more may be able to transfer the assets to their Roth IRA – subject to the annual IRA contribution limits up to a lifetime maximum of $35,000. If you’re concerned about overfunding your child or grandchild’s 529 plan, this change could offer you more flexibility.

Did you know: The recently passed SECURE Act 2.0 legislation increased the required minimum distribution (RMD) age to 73...
02/25/2023

Did you know: The recently passed SECURE Act 2.0 legislation increased the required minimum distribution (RMD) age to 73 in 2023 and 75 in 2033. Let’s discuss what this means for you and your retirement goals.

One of the best ways to teach kids about money is to allow them to practice making financial decisions. How have you hel...
02/24/2023

One of the best ways to teach kids about money is to allow them to practice making financial decisions. How have you helped your children or grandchildren learn the basics of money management?

Learn how to teach kids about money with these tips from our financial advisors.

From televisions to smartphones, it's important to know what is covered and what isn't when it comes to your electronics...
02/22/2023

From televisions to smartphones, it's important to know what is covered and what isn't when it comes to your electronics.

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