Dan Chang

I’m proud to share that I’ve been named to the 2021 Forbes Best-in-State Wealth Advisors list. This recognition would not have been possible without my loyal clients or my dedicated team. Thank you for your unwavering support. Working with all of you each day is truly a great honor. https://www.ameripriseadvisors.com/daniel.1.chang/profile

When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.

A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success no matter what a changing political landscape might bring.

This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?

A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.

Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.

Local nonprofit organizations and retailers are the foundation of every vibrant community. I’m dedicated to helping strengthen my community by helping my neighbors. #financialliteracy

Has the pandemic caused you to overspend online? These strategies may help.

Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.

October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.

Working toward your long-term financial goals starts with making the next right move.

Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?

It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.

Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.

The presidential election and the policies of the two main party candidates have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.

The S&P 500 and NASDAQ have dipped below their 50-day moving averages. For both, these averages and recent highs may pose resistance over the coming weeks, particularly as markets grapple with a bitter election and mixed virus trends. #AmeripriseResearch

Claiming Social Security at 62 can be a costly mistake, but fear of the program running out of money may push too many retirees to make this decision. Questions or concerns? Reach out to see what may make sense for your personal financial situation. #AmeripriseResearch

It has been an eventful hurricane season and as the storm approaches, our thoughts are with everyone in the affected areas. Please stay safe.

AMPF San Jose CA - We're Operational! Pleased to announce that we have officially moved into our newly constructed office in downtown San Jose! We are still working remotely, but the office is open during this time. Our new office location is 225 West Santa Clara Street Suite 2600 San Jose, CA 95113. Right off of highway 87, and minutes walk to San Pedro Square.