Waterfront Wealth Management

Waterfront Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, Inc.

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don't post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information. CA Insurance #0I68518

Happy Mother’s Day to all the amazing Moms who love unconditionally and give selflessly all year long. Today we celebrate you! 6ft apart, miles away or in spirit. Thanks for all you do.

In honor of #NationalNursesDay we want to thank all the dedicated nurses for the sacrifices you make everyday on the front lines. Your dedication, commitment and courage deserve our deepest gratitude.

Happy National Teachers Day! Thank you to our teachers who inspire a thirst for learning and guide our children through lessons and life. Let’s celebrate them today for the foundation they provide our children and our communities!

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

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newsroom.ameriprise.com

Markets Are Relatively Calm All Things Considered | Ameriprise Newsroom

By recent standards, the equity markets have been relatively calm over the past couple of weeks. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.

newsroom.ameriprise.com 04/27/2020 David Joy By recent standards, the past two weeks have been relatively calm in equity markets. The S&P 500® index fell 1.3 percent last week, after rising 3.0 the previous week. Normally those would be typical moves, but in this environment, they seem downright somnolent. By comparison, ...

We're excited to share the news that our very own CEO, Rufus Cressend, has reached a career milestone through the company's Circle of Success program.

Less than 8% of Ameriprise Advisors have earned this distinction. Rufus was one of only 61 advisors to achieve this milestone. Rufus thrives on continuing to serve clients' needs with the most current and effective strategies, products and solutions.

Congratulations!

[04/22/20]   Please join us TODAY, at 1:00pm CST (2:00pm ET) for a conference call presented by Ameriprise's Chief Economist, Russell Price, CFA®.

**UPDATED DIAL-IN INSTRUCTIONS**
Due to an unusually high demand to participate on the call, we have expanded the capacity of the conference line so that everyone can attend. Therefore, we have a new conference line and conference ID. Please ensure you use the dial-in instructions below and not the information in our previous email.
We hope that you can join us today at 2:00 Eastern/1:00 Central.
NEW Conference Information:
Dial in Line: 1-833-397-0769
Conference ID: 8280229

realsimple.com

8 Ways to Thank and Support Frontline and Essential Workers Right Now

We're incredibly grateful for the tireless efforts of all frontline and essential workers. Here’s some ideas on how we can all express our thanks – without even leaving the house.

realsimple.com Here's how to express thanks and show support for essential workers during the coronavirus crisis, including healthcare workers, cashiers, mail carriers, delivery drivers, sanitation workers, and many others. All without leaving your house.

Please join us TODAY at 2:00 PM CST for a market outlook and discussion about the psychology of investing. Please see the dial in information below. We hope you can join us!

The conference call phone number is: (866) 501-1506
The conference code is: 9300183606

Please join us TOMORROW for our third Market Update Conference call! We will have a market outlook and discussion about the psychology of investing.

The conference call phone number is: (866) 501-1506
The conference code is: 9300183606

[04/12/20]   Your Easter and Passover festivities will likely look different this year. Nonetheless, we wish you and yours a safe, memorable celebration.

Today, we celebrate Theresa on her 10 year anniversary with Waterfront Wealth Management. In addition to Theresa being a part of our team for 10 years, she is also celebrating her 20 year anniversary with Ameriprise. Theresa says that moving to New Orleans was one of the best decisions in her life, and is looking forward to the next 10 years. The best part of being part of Waterfront is getting to work with her clients every day, and the opportunity to be a part of such a dynamic team. We greatly appreciate her hard work and want to thank her for being part of Waterfront Wealth Management’s success over the years. Happy anniversary, Theresa!

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Ameriprise Advisor

The U.S. government’s $2 trillion liquidity injection is intended to help stem economic impacts of a recession. Ameriprise experts summarize their insights across the five key provisions for individuals, families, small businesses and self-employed workers. Listen on our homepage.

ameripriseadvisors.com Ameriprise Advisors - Waterfront Wealth Management in Metairie, LA

travelandleisure.com

Need to Get Outside? These 5 National Parks Offer Virtual Tours You Can Take From the Comfort of Home

Seeking a different view this weekend? Explore five national parks with these virtual tours.

travelandleisure.com You can still get your fill of the great outdoors, even if you have to stay inside. With the ongoing coronavirus outbreak heavily affecting the…

realsimple.com

Celebrate the Season With These Social Distancing–Friendly Spring Activities

Spring cleaning, spring reading, spring planting, and other ways to celebrate the season – from a safe social distance.

realsimple.com Even if you're stuck indoors, you can still enjoy these rites of spring.

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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 #AmeripriseResearch.

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[04/02/20]   We have been getting questions about resources for clients who have been laid-off, small business owners impacted by covid 19, and student loan repayments. Below are some links that could be helpful.
- Unemployment (includes information on each state's unemployment program as well as a COVID FAQ): https://www.dol.gov/general/topic/unemployment-insurance
- Small business owners: https://www.sba.gov/page/coronavirus-covid-19-small-business-guidance-loan-resources
- Student loans (coronavirus and forbearance information): https://studentaid.gov/announcements-events/coronavirus
- Coronavirus tax relief: https://www.irs.gov/coronavirus”

forbes.com

Here’s How The Coronavirus Stimulus Bill Would Help Homeowners

The new economic stimulus bill includes extensive protections for homeowners who are experiencing financial hardship as a result of the coronavirus outbreak. Let’s connect about any questions you may have.

forbes.com Homeowners with federally backed loans can request mortgage forbearance for nearly a full year.

ameriprise.com

Market Volatility Resources | Ameriprise Financial

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

ameriprise.com Concerned about market volatility? Ameriprise has resources and timely insights from financial experts to help put your mind at ease about your investments.

newsroom.ameriprise.com

The Economic Impact of Coronavirus Remains Uncertain | Ameriprise Newsroom

Global markets remain volatile, but will slowly stabilize, according to Ameriprise Chief Market Strategist David Joy.

newsroom.ameriprise.com 03/23/2020 David Joy The selloff in equities accelerated last week. The S&P 500® index fell 15 percent, its worst week since 2008, leaving the index down 32 percent from its February 19 high, and down 29 percent on the year. At the sector level, real estate was far and away the worst performer. Als...

ameripriseadvisors.com

Ameriprise Advisor

How long could the volatility last and how might it impact you? Experts from Ameriprise Financial and Columbia Threadneedle answer top client questions in a new audiocast. Listen on our website homepage, www.waterfrontwealthmgt.com.

ameripriseadvisors.com Ameriprise Advisors - Rufus Cressend in Metairie, LA

[03/19/20]   Your health and well-being are a top priority and we are committed to serving your needs. We remain open for business and are here to help you navigate the volatile markets through whatever means are most comfortable for you. We can meet with you virtually via phone call, or online. You can also access your account information anytime at ameriprise.com or through the Ameriprise app. Thank you for the trust and confidence you have placed in us. We wish you and your family health and safety during this time and always.

forbes.com

Social Security Guidance For LGBTQ+ Couples

Same-sex couples that are married and nearing retirement now have many more possibilities for Social Security Maximization than they had just a few years ago. Let’s meet and discuss your options.

forbes.com Same-sex couples that are married and nearing retirement now have many more options for Social Security Maximization than they had just a few years ago.

cnbc.com

Avoid this investing mistake as coronavirus fears grip the markets

When markets turn volatile, it’s natural to wonder what to do. Investment mistakes are often made when emotions overtake logic. Before taking action, call us to talk through questions or concerns.

cnbc.com As coronavirus fears send the Dow Jones Industrial Average down triple digits, there's one move you want to avoid making. Here's the mistake one behavioral finance expert says investors are most susceptible to at these times — and what you should do instead.

forbes.com

10 Things To Do Now If You’re A Decade Away From Retirement

Planning to retire in the next ten years? Consider these steps to help prepare for life after work – including meeting with us to outline a plan.

forbes.com Is retirement looming on the horizon? To make sure your golden years are a dream come true instead of a nightmare, take steps to prepare for life after work.

Our office will be closed Tuesday, February 25th, to celebrate Mardi Gras! We wish everyone a fun and safe Fat Tuesday!

We believe trust is the foundation of any good relationship. We’re proud to work with clients over time to help them achieve their goals and feel more secure about their financial future.

Couples with a mutual understanding about each person’s financial roles and responsibilities tend to be happier, according to our recent study. We can help with conversations about your shared financial goals.

ameriprise.com

Power of compounding

It pays to start saving for retirement as soon as possible. Over time, even small contributions can grow a substantial amount. Let’s talk about what you can do now to reach your goals.

ameriprise.com Saving now can help your money grow significantly over time.

ameriprise.com

Tax statement mailing dates

Here’s when you’ll receive your tax statements from Ameriprise based on the types of accounts and investments you own.

ameriprise.com Here’s what to expect and when.

cnbc.com

New parents can take penalty-free early withdrawals from retirement savings, but it will increase your taxable income

With the passage of the Secure Act by Congress, new parents can now take an early withdrawal from their personal retirement savings. If you’ve recently welcomed a child, we can join a conversation with you and your tax advisor to help determine if this is the right choice for you.

cnbc.com When Congress passed the Secure Act last month, it added one more reason — new parenthood —for when individuals under age 59½ can take penalty-free withdrawals from retirement savings. But it may not be the wisest strategy.

National Staying Healthy Month is a good time to remember healthy habits that help you enjoy life to the fullest, now and into retirement.

“There is nothing quite as potent as a focused life, one lived on purpose.” – Rick Warren, Author of A Purpose Driven Life. What steps are you taking to live a purposeful life?

[01/09/20]   We’re hiring! Waterfront Wealth Management is currently looking to fill our client concierge position. Please send resumes to [email protected].

Rufus, welcomed the New Year with his family on a Norwegian Cruise to the Caribbean. Refreshed, relaxed, and ready to embrace 2020!

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Tax Planning Strategies
Following The Fundamentals of Investing
Financial Independence
What To Expect From The Financial Planning Process
Understanding Risk
Plan for A More Confident Retirement
Beyond The Numbers

Location

Telephone

Address


3939 N Causeway Blvd, Ste 401
Metairie, LA
70002

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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