Larry Root & Associates

25/04/2025

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

22/04/2025

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

21/04/2025

Looking to buy or sell a home this year? Here’s what you should watch for: https://bit.ly/41zucXz

14/04/2025

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts.

Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

03/04/2025

If you’re concerned about the potential impact that economic developments — like tariffs — may have on your portfolio and personal financial situation, let’s connect.

Get answers to your top questions about the current situation.

31/03/2025

New this year: You can contribute even more to your retirement accounts if you’re between the ages of 60 to 63.

Make the most of SECURE Act 2.0

27/03/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

20/03/2025

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.

17/03/2025

When you contemplate your legacy, how much of your wealth do you want to leave to the IRS? Let’s talk about opportunities to reposition your assets so more of your wealth is passed on to loved ones and charities you choose.

13/03/2025

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

10/03/2025

Let’s connect if you have questions about how the evolving market conditions could potentially impact your investment portfolio.

A look at 3 potential causes of market volatility — and steps to consider.

03/03/2025

Successful financial planning is more than just good money management. It’s looking comprehensively at all that can go right, while protecting for all that can go wrong. Let’s talk wholistically about getting you from here to there.

13/02/2025

“We believe the AI secular trend remains well-intact, profit growth for Big Tech should remain strong in 2025, and some volatility should be expected in these stocks, though it shouldn't detract from their longer-term opportunities to profit from the early stages of AI expansion.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

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

06/02/2025

Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.

30/01/2025

“We see profit growth broadening in 2025 to areas outside of Big Tech. However, we also believe for broader markets to move higher this year, expectations for the companies that have driven the current bull market thus far will likely need to be met and, in some cases, surpassed, which is no small feat.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

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

29/01/2025

Looking to get the most out of your retirement savings? Tax-efficient strategies can help investments grow now and provide income later. Let’s design a plan that works for you.