Lapaz Wealth Management Group
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General Information
Locality: San Francisco, California
Phone: +1 415-743-9809
Address: 353 Sacramento St Suite 2300 94111 San Francisco, CA, US
Website: www.ameripriseadvisors.com/team/lapaz-wealth-management-group
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After a new S&P 500 record high, inflation remains a concern. Ameriprise Chief Market Strategist David Joy discusses prices, earnings and valuations.
It’s National Retirement Planning Week! Whatever your ideal retirement looks like, we can help you plan for it.
Have your financial goals, risk tolerance or time horizon changed? If so, let’s review your investment strategy together.
What’s one financial concept you wish you knew more about?
A record high for the S&P 500 and a respite from rising bond yields. Chief Market Strategist David Joy explains the increasing optimism.
What can a parent or grandparent do to help prepare their children and grandchildren for a strong financial future? Consider these five low-key approaches.
Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.
Spring has sprung! What are you hoping to accomplish this season?
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
Together, we can work to envision your ideal financial future and build it.
Financial advice is not one-size-fits-all especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.
Running out of money in retirement is a scary prospect but can be avoided. Here are a few things you can do to help your savings last as long as possible.
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Wishing you a safe, fun and spooky Halloween!
How will you give back this holiday season?
The Dow Jones Industrial Average closed above 30,000 for the first-time last week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
Working toward your long-term financial goals starts with making the next right move.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
We are hosting a webinar titled "Postelection" on Thursday, November 19th at 4:00pm Pacific Time. Please join us! RSVP information below.
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan even at a high level with your family can prevent future conflict.
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
We are hosting a webinar titled "US Presidential Election: 10 Truths No Matter Who Wins" on Thursday, October 15th at 4:00pm pt. Please join us! RSVP information below.
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