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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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Lapaz Wealth Management Group 12.05.2021

After a new S&P 500 record high, inflation remains a concern. Ameriprise Chief Market Strategist David Joy discusses prices, earnings and valuations.

Lapaz Wealth Management Group 24.04.2021

It’s National Retirement Planning Week! Whatever your ideal retirement looks like, we can help you plan for it.

Lapaz Wealth Management Group 06.04.2021

Have your financial goals, risk tolerance or time horizon changed? If so, let’s review your investment strategy together.

Lapaz Wealth Management Group 27.03.2021

What’s one financial concept you wish you knew more about?

Lapaz Wealth Management Group 19.03.2021

A record high for the S&P 500 and a respite from rising bond yields. Chief Market Strategist David Joy explains the increasing optimism.

Lapaz Wealth Management Group 06.03.2021

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.

Lapaz Wealth Management Group 17.02.2021

Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.

Lapaz Wealth Management Group 07.02.2021

Spring has sprung! What are you hoping to accomplish this season?

Lapaz Wealth Management Group 21.01.2021

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.

Lapaz Wealth Management Group 05.01.2021

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.

Lapaz Wealth Management Group 27.12.2020

Together, we can work to envision your ideal financial future and build it.

Lapaz Wealth Management Group 24.12.2020

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.

Lapaz Wealth Management Group 11.12.2020

Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.

Lapaz Wealth Management Group 02.12.2020

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.

Lapaz Wealth Management Group 14.11.2020

Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.

Lapaz Wealth Management Group 11.11.2020

The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.

Lapaz Wealth Management Group 06.11.2020

Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.

Lapaz Wealth Management Group 03.11.2020

Wishing you a safe, fun and spooky Halloween!

Lapaz Wealth Management Group 02.11.2020

How will you give back this holiday season?

Lapaz Wealth Management Group 31.10.2020

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

Lapaz Wealth Management Group 18.10.2020

Don’t forget to set your clocks back this weekend. What will you do with your extra hour?

Lapaz Wealth Management Group 17.10.2020

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?

Lapaz Wealth Management Group 16.10.2020

Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.

Lapaz Wealth Management Group 28.09.2020

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.

Lapaz Wealth Management Group 27.09.2020

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.

Lapaz Wealth Management Group 22.09.2020

Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?

Lapaz Wealth Management Group 14.09.2020

Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.

Lapaz Wealth Management Group 13.09.2020

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.

Lapaz Wealth Management Group 10.09.2020

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

Lapaz Wealth Management Group 08.09.2020

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?

Lapaz Wealth Management Group 07.09.2020

Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.

Lapaz Wealth Management Group 06.09.2020

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.

Lapaz Wealth Management Group 03.09.2020

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.

Lapaz Wealth Management Group 29.08.2020

We are hosting a webinar titled "Postelection" on Thursday, November 19th at 4:00pm Pacific Time. Please join us! RSVP information below.

Lapaz Wealth Management Group 18.08.2020

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.

Lapaz Wealth Management Group 15.08.2020

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.

Lapaz Wealth Management Group 13.08.2020

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.

Lapaz Wealth Management Group 29.07.2020

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

Lapaz Wealth Management Group 23.07.2020

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.