Circle in a Square Advisors

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

The Warsh era begins as the fed looks to maintain a tough stance on inflation Get more expert insights by reading the latest Weekly Market Perspectives.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

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

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Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

How to manage finances in a marriage Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

Please join us for our next webinar: Washington Update – Politics and Policy to gain an understanding of how this environment and future congressional and regulatory action may impact investors and the markets.

Click here to RSVP: https://bit.ly/4uV1myg

This is an informational seminar. There is no cost or obligation. Fidelity Investments and their representatives are not affiliated with Ameriprise Financial, Inc. 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.

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Financial seminars and events - Circle in a Square Advisors | Ameriprise Financial Learn about upcoming financial seminars and financial events in Washington, DC, hosted by financial advisor: Circle in a Square Advisors.

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

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Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

Financial steps to buying a house These financial steps to buying a house detail essential information for the home buying process.