Dufresne, Wayne & Associates

A financial advisory practice of Ameriprise Financial Services Inc.

Our Approach: Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach. Areas of Focus:Tax Planning Strategies Estate Planning Strategies Retirement Planning Strategies Wealth Preservation Strategies Life and Health Insurance Licenses #20288249 Series 7 and 66. Tom Dufresne - CA Insurance #0D38511, AR Insurance #1012545. Working Together: Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect: Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives,accurate information about our tailored solutions, including risks, benefits and costs What to bring: A list of any questions you have regarding your current financial situation, any account statements, budget information or other areas of your financial life that you feel deserve immediate attention. A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals. Private Wealth Advisors Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. 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.

Corona hair - don't care! Brandon was the only person in the office brave enough to allow his pic to be posted to the fb! He is embracing his "platinum highlights and combed to the side" hair. All of us cannot wait until the salons are open again!!

ameripriseadvisors.com

Focusing on the road to economic recovery

To maintain a balanced long-term perspective in your portfolio, it is important to look beyond the negative economic reports. Chief Economist Russell Price shares his thoughts on an economic recovery.

ameripriseadvisors.com When will the economy begin to rebound and how long will a full recovery take?

money.usnews.com

How to Turn a Crisis Into a Financial Fresh Start

Regardless of whether you were prepared for it, the COVID-19 economic crisis brings lessons that can be used to your advantage. Consider these steps to help create a better financial future – including meeting with us. Call us today to schedule a time to meet at 507-455-4070.

money.usnews.com Use the COVID-19 pandemic to create a better financial future for you and your family.

money.usnews.com

Watch Out for These Coronavirus Health Scams

The FBI issued a warning about an increase in fraud related to COVID-19. Learn about what to watch out for and ways to protect yourself.

money.usnews.com Watch out for crooks looking to steal your money and personal information by claiming to have COVID-19 information.

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track toward your goals, even in uncertain times.

ameripriseadvisors.com

Investing: How to balance opportunity and risk

The key to achieving your long-term financial goals lays in choosing a mix of investments that match your goals and risk profile. We can provide a comprehensive portfolio strategy to help. If you would like to discuss, give us a call today at 507-455-4070.

ameripriseadvisors.com Diversifying your investment mix can help you achieve your goals over time.

cnbc.com

If you left or lost your job, here is what you can do with your 401(k)

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.

cnbc.com There are a number of things to take into account when deciding if you should roll over your 401(k) from a former employer.

ameripriseadvisors.com

How the CARES Act impacts your 2020 RMDs

The CARES Act waived most RMDs for 2020. Here are answers to the most common questions about these changes. Still have questions? Give us a call.

ameripriseadvisors.com The CARES Act stimulus package has suspended 2020 required minimum distributions (RMDs) across retirement accounts.

usnews.com

10 Teaching Resources for Parents During COVID-19

Are you filling the difficult roles of parent and teacher? Here are some online resources to consider.

usnews.com With schools closed due to the coronavirus, here are online resources parents can use to keep students' skills sharp.

Happy Mother's Day to all those amazing moms out there! Although this Mother's Day will be different than any other, we hope you are able to connect with your loved ones in some way and feel loved and appreciated! We'd love if you'd share a picture of your mom with us in the comments below so we can honor her too!

ameripriseadvisors.com

Ameriprise Advisor

Hear how the pandemic is driving material changes in consumer and government spending. Experts from Ameriprise sum up the portfolio impacts of disruptions to consumer essentials as well as the higher U.S. debt resulting from stimulus spending. Listen on our homepage.

ameripriseadvisors.com Ameriprise Advisors - Dufresne, Wayne & Associates in Owatonna, MN

newsroom.ameriprise.com

Investors Await a Historic Jobs Report | Ameriprise Newsroom

All eyes are on the results of the U.S. April jobs report, scheduled to be released on Friday. Ameriprise Chief Market Strategist David Joy shares the details.

newsroom.ameriprise.com 05/07/2020 David Joy Risk assets continue to hold their gains but have been mostly directionless for the past several weeks. The prevailing sentiment seems to be one of optimism in response to the economic reopening, tempered by the lack of forward operating visibility and muted fears of a second wa...

collegeinsidetrack.com

Paying for college - 3 new strategies - College Inside Track

There has likely never been a better buyer’s market for families shopping for college.

https://collegeinsidetrack.com/paying-for-college-3-new-strategies/

collegeinsidetrack.com COVID-19 has massively disrupted the college planning and paying for college process, which has created new opportunities for families to reduce their cost.

health.com

5 Ways to Lift Your Mood During the Coronavirus Pandemic

A psychiatrist shares five tips to practice each day to help keep your spirits stable – even during a particularly unstable time.

health.com The COVID-19 coronavirus pandemic has caused widespread fear and panic. We asked an expert for tips on how to boost your mood even when you're surrounded by bad news.

cnbc.com

This is the biggest money lesson kids will learn during the coronavirus pandemic

The economic impacts of COVID-19 may have a hidden impact on children — it may help them develop a money mindset earlier.

cnbc.com Children are witnessing a pivotal moment in history. Here's what they may learn about money, and what you can do to help.

cntraveler.com

101 Ways to Travel Without Leaving Your House

Indulge your wanderlust and connect to the broader world – without getting on a plane.

cntraveler.com Because, well, we're all spending time at home right now.

ameripriseadvisors.com

Resources during market uncertainty

In times of market pressure, it’s important to work together to make sound financial decisions based on objective information. Join a live call on April 30 to hear insights on questions from clients like you.

ameripriseadvisors.com We are closely watching the market environment to help you make informed decisions about your long-term, diversified investment strategy.

cnbc.com

Trump signs $484 billion coronavirus relief bill to boost small business, hospitals and testing

President Trump signed a bill into law Friday with $484 billion in funding for small business aid, hospital grants and coronavirus testing.

cnbc.com The bill includes $370 billion for small business aid, $75 billion for hospitals and $25 billion for testing during the coronavirus pandemic.

marketwatch.com

Dow extends win streak to four sessions, as investors look forward to easing of coronavirus lockdowns

Stocks rose on open Monday as several countries begin to ease COVID-19 restrictions. Reach out with any questions.

marketwatch.com U.S. stock benchmarks extended their rally Monday, closing 1% or more higher, as coronavirus lockdowns began to ease in several countries.

realsimple.com

8 Ways to Volunteer Right Now—Without Leaving Your Home

Looking for a way to give back – from a safe social distance? Check out these 8 ideas.

realsimple.com Just because we're all homebound during the coronavirus pandemic, it doesn’t mean that we can’t still do good. In fact, now, more than ever, is an important time to support organizations in need. Here are eight ways to give back from the comfort of your own home.

forbes.com

How The New Law May Affect Your Mortgage

The CARES Act provides some help for homeowners in need. If you have questions, let’s connect.

forbes.com The Coronavirus Aid, Relief, and Economic Security (CARES) Act offers relief to those with government-backed loans who are facing a hardship as a result of the coronavirus in two ways.

ameripriseadvisors.com

Ameriprise Advisor

Hear how to understand bond investments in the current market environment. Ameriprise and Columbia Threadneedle experts share ideas for balancing yield and risk with support from us. Listen on our homepage.

ameripriseadvisors.com Ameriprise Advisors - Dufresne, Wayne & Associates in Owatonna, MN

newsroom.ameriprise.com

For Investors a High Degree of Uncertainty Remains | Ameriprise Newsroom

It’s important for investors to remember that there’s still a high degree of uncertainty ahead, says Chief Market Strategist David Joy.

newsroom.ameriprise.com 04/20/2020 David Joy Stocks continued their remarkably rapid ascent last week, as the S&P 500® index rose another 3 percent. From the March 23 low, the index has now risen 28 percent in just eighteen trading days. The financial backstop provided by the Federal Reserve and the fiscal stimulus of the...

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.

ameripriseadvisors.com

Ameriprise Advisor

Hear how to counteract four common investment biases during uncertain conditions. Ameriprise experts share perspective to help you stay invested, with our support, and participate in an eventual market recovery. Listen on our homepage.

ameripriseadvisors.com Ameriprise Advisors - Dufresne, Wayne & Associates in Owatonna, MN

southernminn.com

DAY OF GIVING: Annual fundraisers move to online platforms, BBBS reschedules

Just because you are stuck at home, doesn't mean you can't participate in the annual "Day of Giving" and support St. Mary's School and Young Life. Both are happening via an online format this year. Dufresne, Wayne & Associates is proud to donate items to both events again this year. Read this article to find out how to get registered and let's show our support for these two great causes!

southernminn.com Every year, a weekend in April is set aside for Owatonnans to come out and show their love and support for local youth-related organizations.

ameripriseadvisors.com

Ameriprise Advisor

Hear about CARES Act provisions designed to support small business owners and employees during current economic conditions. Ameriprise and Columbia Threadneedle experts discuss four key elements to consider. Listen on my homepage.

ameripriseadvisors.com Ameriprise Advisors - Brandon Wayne in Owatonna, MN

travelandleisure.com

Over 100 Fun Things to Do at Home Right Now, from Virtual Tours to Animals Cams and More

Looking for something fun to do? From animal live-streams to virtual vacations, explore over 100 at-home activities.

travelandleisure.com It’s safe to say things are understandably weird right now. As the world reacts to the COVID-19 pandemic, people across the planet are staying home,…

cnbc.com

Dow falls 300 points, but Netflix leads Nasdaq into the green

Stocks fell on Monday, paring some of the gains from last week. Let’s set up an online meeting or a call to discuss any questions you have. Call our office to schedule a time at 507-444-0901.

cnbc.com The Dow Jones Industrial Average and the S&P 500 fell for the first time in three sessions as investors braced for the earnings season.

ameripriseadvisors.com

Highlights of the CARES Act for Small Business Owners

Small business owners: learn how the CARES Act may help provide paycheck protection and tax relief for your business. We're here to help.

ameripriseadvisors.com Small businesses affected by COVID-19 may be able to get help from the newly-passed CARES Act. Read more about how the law provides small business assistance.

ameripriseadvisors.com

Ameriprise Advisor

Hear about investment, retirement and tax strategies to help you navigate the new complexities of a bear market. Ameriprise experts provide considerations we can discuss. Listen on our homepage.

ameripriseadvisors.com Ameriprise Advisors - Dufresne, Wayne & Associates in Owatonna, MN

realsimple.com

7 Entertaining—and Unique—Virtual Experiences to Try Right Now

Eagerly awaiting your next adventure? Virtually explore these seven unique destinations.

realsimple.com Running out of things to do? The world is right at your fingertips.

cnn.com

How to celebrate Easter and Passover during a pandemic

Your Easter and Passover festivities will likely look different this year. Nonetheless, we wish you and yours a safe, memorable celebration.

cnn.com If there's anything families around the world are demonstrating as we approach spring holidays, it's the English proverb, "Necessity is the mother of invention." Here are several ways your family can celebrate Easter and Passover together but apart.

ameripriseadvisors.com

Ameriprise Advisor

Ameriprise experts share practical actions to consider, whether you are retired or working and contributing to retirement accounts. Listen on my homepage and reach out to discuss.

ameripriseadvisors.com Ameriprise Advisors - Dufresne, Wayne & Associates in Owatonna, MN

ameripriseadvisors.com

Highlights of the CARES Act

https://www.ameripriseadvisors.com/brandon.2.wayne/insights/highlights-of-the-cares-act

ameripriseadvisors.com The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. It provides $2 trillion in emergency economic aid with tax

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Location

Telephone

Address


1850 Austin Rd Suite 104
Owatonna, MN
55060

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:30
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