Ike Elele - Ameriprise Financial Advisor

Is your portfolio ready for what’s next? Beyond stocks and bonds, thoughtfully selected alternative investments can help protect what you’ve worked so hard to build while potentially enhancing returns. Reach out to discuss.

CD rates may look tempting, but inflation has historically wiped out their gains—leaving investors with less than they started. Before locking in, make sure your money is working as hard as you are. Reach out to discuss more potentially effective strategies.

Considering the years of effort you invest in accumulating your wealth, passing on as much of it as you can to those you love or causes important to you is likely on your mind. Let’s talk about your legacy goals and how we can protect it.

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Under current regulations, your former employer can automatically take your old 401(k) plan account balance (as long as it's $7,000 or lower) and move it to another financial institution, often without your express knowledge and consent. These smaller accounts are typically moved from conventional investment accounts with access to a wide range of diversified investment choices into low-interest-bearing cash accounts not meaningfully better than stuffing cash under your mattress. Working in this space over the years, I've seen this happen hundreds, if not thousands, of times, and the difference in potential earnings is costing American retirement savers billions of dollars a year.

If you aren't keeping track of your retirement plan accounts as you change from job to job, you need to start, or you need to work with a trusted professional who can help you. If you're not sure how to get started, I'm happy to have a chat.

Forgotten 401(k) Accounts Are Costing Americans Billions in Lost Investment Gains As workers change jobs, more retirement accounts are being left behind.

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

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

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Market volatility can often be uncomfortable. To help provide some perspective on today’s market activity, read today’s After the Close from .

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What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

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