Saturday, August 7, 2021

Factors Impacting Investment Risk Tolerance


.

Joseph Grund joined Ameriprise Financial in 2008. As a Managing Director and Financial Advisor, Joseph Grund supports clients by developing portfolios that align with their unique needs and risk tolerance. 

 

To build a strong financial portfolio that will help you achieve your financial goals, you must have a clear understanding of risk. Specifically, knowing your risk tolerance determines how you allocate funds. Risk is based on numerous factors, including age and financial capabilities. The latter addresses the threshold for handling stress related to a volatile market. It is not likely your investments will continuously grow without financial losses periodically. Decide if the losses will create uneasiness and keep you up at night. If so, then you may want to be more conservative with your investment approach.

 

In terms of age, you can generally take a riskier approach if you invest early. Investing at a young age gives you time to grow funds as well as overcome short-term fluctuations that can result in loss. A financial advisor can help you plan and implement strategies that can work toward greater long-term returns. If investing during the later stages of your life, more conservative tactics are generally more effective because the goal is to have access to money sooner.

 

Joseph Grund & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC. 11300 US Highway 1, Ste. 600 & 501, Palm Beach Gardens, FL 33408-3293

 

Ameriprise Financial cannot guarantee future financial results.

Asset allocation does not assure a profit or protect against loss.

Ameriprise Financial Services, LLC, Member FINRA and SIPC.

Investment products are not insured by the FDIC, NCUA, or any federal agency, are not deposits or obligations of, or guaranteed by any financial instruction, and involve investment risks including possible loss of principal and fluctuation in value.

© 2022 Ameriprise Financial, Inc. All rights reserved.

Monday, March 30, 2020

Joseph Grund Achieves Circle of Success Recognition at Ameriprise Financial




Joseph Grund Achieves Circle of Success
Recognition at Ameriprise Financial

Ameriprise Financial
11300 US Highway #1, Suite 600 & 501
Palm Beach Gardens, FL, 33408

CONTACT:
Joseph Grund
Joseph Grund and Associates
561-383-3616

News Release


PALM BEACH GARDENS, FL – March 30th, 2020 –  Joseph Grund, CRPC® APMA®,  a Private Wealth Advisor with Joseph Grund & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Palm Beach Gardens, FL, has qualified for the company’s Circle of Success annual recognition program and will be honored for this achievement in 2020.

To earn this achievement, Grund established himself as one of the company’s top advisors. Only a select number of high-performing advisors earn this distinction.

He has 26 years of experience in the financial services industry.

As a Private Wealth Advisor, Grund provides financial advice that is anchored in a solid understanding of client needs and expectations and is delivered in one-on-one relationships with his clients. For more information, please contact Dawn Sherwood at 561-383-3610 or visit the Ameriprise office at 11300 US Highway #1, Suite 600 & 501, Palm Beach Gardens, FL 33408.

About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With a network of approximately 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or Joseph's Ameriprise Website.


Joseph Grund, Ameriprise

 # # #
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.   
Ameriprise Financial Services, Inc. Member FINRA and SIPC. 
© 2020 Ameriprise Financial, Inc. All rights reserved.
File # 2826849 (Approved until 01/31/2021)

Monday, February 11, 2019

SEC dominates 2019 College Football Recruiting

The SEC just had best recruiting year in the history of the conference

About the author: Joseph Grund is an Associate Manager & Managing Director, with Ameriprise Financial Services, Inc. in Palm Bach Gardens, Florida.



According to Rivals.com Georgia, Alabama, and LSU finished with the top 3 recruiting classes.  The SEC Also finished with 5 of the Top 10 and 7 of the Top 12 Classes.

Georgia 
The Georgia Bulldog’s football program signed 24 players in the Class of 2019, and finished with the top-ranked class in the country, according to Rivals.com.  The class included 3 FIVE STAR players and 15 FOUR STAR players. Kirby Smart's fourth recruiting class was his best yet and should put Georgia in position to compete for the next several BCS Titles.

Alabama


The Crimson Tide program signed 27 players this year.  The class included 3 FIVE STAR players and 21 FOUR STAR players. Nick Saban signed the deepest class in the nation, and even though they were ranked #2 by Rivals, this class could arguably be considered the best. The average ranking for the 27 member class was an incredible 4 stars, which is virtually unheard of for a class that large.

LSU
The LSU Tigers finished with the nations 3rd ranked class.  Coach Ogeron signed 25 players, including 4 FIVE STAR players and 9 FOUR STAR players. Coach Ogeron was hired because he could recruit and he got the job done in 2019. 

The Others
Texas A&M finished 6th
Florida finishd 8th
Tennessee finished 12th
Auburn finished 13th

Sleeping Giant
Some of the top players in this class defected from South Florida, but with Manny Diaz now in charge of the Miami Hurricane Football Program, watch for the Hurricanes to re-emerge as a recruiting force. They currently have the #3 class for 2020 and the #1 class for 2021.


Monday, October 1, 2018

The Best Football Players in Miami Hurricanes History


Joseph Grund, a financial advisor at Ameriprise Financial Services, enjoys spending free time watching college football. Although a graduate of Yale University, Joseph Grund counts himself a fan of the Miami Hurricanes. 

Many talented athletes have played for the Hurricanes, a program with rich history. The best of these include:

Warren Sapp

This dominant defensive lineman led a 1994 Hurricane defense that finished first in the nation in several categories, including total defense. In the same year, Sapp became the first Miami player to win the Lombardi Award, taking home several other honors in the process.

Ed Reed

The 2001 Hurricanes are considered by some to be the greatest college football team ever, and Ed Reed was their best player. In his four years at Miami, the safety set records for interceptions and interceptions returned for touchdowns that still stand today.

Michael Irvin

Known for his brashness and confidence, Michael Irvin consistently backed up his behavior with outstanding efforts on the field. The Playmaker set numerous receiving records while at Miami, and was key to the Hurricanes winning the 1987 National Championship.

Wednesday, July 11, 2018

Ameriprise Advisor Joseph Grund Recieves Accredited Portfollio Management Advisor Designation

News Release: Joseph Grund Recieves APMA Designation

Palm Beach Gardens, Florida - July 9, 2018 - Joseph Grund, APMA CRPC, a Private Wealth Advisor with Joseph Grund & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc in Palm Beach Gardens, FL recently received the Acredited Portfolio Management Advisor (APMA) Designation from the College of Financial Planning.  Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.

As a Private Wealth Advisor, Grund provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with his clients.  For more information, please contact Dawn Sherwood at 561-383-3616 or visit the Ameriprise Office at 11300 US Highway #1, Suite 600. & 501, Palm Beach Gardens, FL33408.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 120 years.  With a network of 10,000 financial advisors and extensive asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs.  For more information, wiser Ameriprise.com or Joseph Grund’s Website

# # #

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

2017 Ameriprise Financial, Inc. All tights reserved.




Sunday, August 20, 2017

Joseph Grund Achieves Ameriprise Private Wealth Advisor Status



Joseph Grund Achieves Ameriprise Private Wealth Advisor Status

Joseph Grund in Palm Beach Gardens, Florida


Palm Beach Gardens, Florida –  August 20th, 2017 –  Joseph Grund, CRPC APMA, with Joseph Grund & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. has become an Ameriprise Financial Private Wealth Advisor.  Grund with an office in Palm Beach Gardens, Florida, is among the 13 percent of approximately 10,000 Ameriprise financial advisors to achieve this status.

Ameriprise Private Wealth Advisors provide personalized client service and are dedicated to meeting the complex and unique financial needs of their clients. To become eligible for this status, advisors must be experienced in providing comprehensive financial planning and advice, complete specialized training and achieve superior business results.

As an Ameriprise Private Wealth Advisor, Joseph Grund is focused on providing advice and financial solutions for clients with high asset levels.  He is knowledgeable on a variety of topics and strategies including retirement, tax and estate planning, insurance and asset management. Joseph Grund & Associates is located at 11300 US Highway #1, Suite 600 & 501, Palm Beach Gardens, FL.  Grund has served the Palm Beach Gardens and Jupiter area since 1993. For more information, please contact Dawn Sherwood at 561-383-3621.

About Ameriprise Financial
At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 120 years. With a network of 10,000 financial advisors and outstanding asset management, advisory and insurance capabilities, we have the strength and expertise to serve the full range of consumer financial needs. For more information, visit ameriprise.com or Joseph's Website.



 # # #

Ameriprise Financial Services, Inc. Member FINRA and SIPC.  Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.   

© 2017 Ameriprise Financial, Inc. All rights reserved.

Wednesday, June 14, 2017

JOSEPH GRUND COMMEMORATES 23 YEARS WITH AMERIPRISE FINANCIAL


· FOR IMMEDIATE RELEASE 
              
Contact:      
Joseph W. Grund, CRPC®
Joseph Grund & Associates,
Ameriprise Financial
561-383-3616

Joseph Grund


JOSEPH GRUND COMMEMORATES 23 YEARS WITH AMERIPRISE FINANCIAL
Palm Beach Gardens, Florida – June 14, 2017 –  Joseph Grund, a Managing Director & Associate Manager with Ameriprise Financial, recently celebrated 23 years with the company. Joe has served residents of the Palm Beach & Jupiter areas since 1993. His office is located at 11300 US Highway One, Suite 600 & 501, Palm Beach Gardens, FL 33408.
As a Financial Advisor, Grund provides financial advice that is anchored in a solid understanding of client needs and expectations, and provided in one-on-one relationships with his clients. For more information, please contact Joseph Grund at 561-383-3616.  
At Ameriprise Financial, we have been helping people feel confident about their financial future for over 120 years. With outstanding asset management, advisory and insurance capabilities and a nationwide network of 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs. For more information, visit ameriprise.com or Joseph Grund’s AMERIPRISE Website.
Investment advisory products are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
Ameriprise Financial Services, Inc. Member FINRA and SIPC
© 2015 Ameriprise Financial, Inc. All rights reserved.