Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
The leaves are turning, Autumn is here. Enjoy the Fall season.
Last week the S&P 500® index fell for the third straight week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Mixed Economic Data and Comments from the Fed Send Stocks Lower | Ameriprise Newsroom
The S&P 500 and NASDAQ have dipped below their 50-day moving averages. For both, these averages and recent highs may pose resistance over the coming weeks, particularly as markets grapple with a bitter election and mixed virus trends. #AmeripriseResearch
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
On September 30th we are hosting our annual Medicare Planning event virtually. Medicare can be a complex topic and our presenter, Ryan Madigan - President of Boomer Benefits Planning, helps simplify the complexities. If you are interested in joining us please call our office to RSVP or go to our website to RSVP online.
https://www.ameripriseadvisors.com/team/koney-wealth-advisors/events
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
President Trump’s coronavirus infection adds a significant element of uncertainty to the state of the U.S. government and the upcoming election, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React as COVID-19 Reaches the White House | Ameriprise Newsroom
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Consider five factors that could influence stock prices in the final quarter of 2020.
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
We are hosting a virtual event on Tuesday, October 20th at 12pm (CST).
Mike Eccelston from Blackrock Investments will be presenting U.S. Wealth Market Outlook and Student of the Markets – Election Special. To join us call our office to RSVP, e-mail courtney.tome@ampf.com or register online through our website.
https://www.ameripriseadvisors.com/team/koney-wealth-advisors/events/
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
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.
Wishing you a safe, fun and spooky Halloween!
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
CNBC.COM
Here are the new income tax brackets for 2021
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
The S&P 500 posted its best election week in almost 90 years. Investor confidence also rose above its historical average for the first time in 34 weeks as election clarity overshadowed growing COVID-19 cases and fiscal stimulus uncertainties. #AmeripriseResearch
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Helping you keep an eye on the future is what we do best.
Large and small-cap stocks have now recovered pandemic losses, but short-term trends may continue to influence market dynamics. Investors should remain cautiously optimistic and continue to lean heavily on high-quality investments through year-end. #AmeripriseResearch
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.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for.
Watch an Ameriprise expert summary of stock market and election implications for the current investment environment, including: COVID-19 trends and potential fiscal relief, U.S. and China trade, the outlook for stocks in 2021 and investment focus areas.
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 response.
NEWSROOM.AMERIPRISE.COM
Investors Look to the Future with Optimism | Ameriprise Newsroom
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021.
May your Hanukkah be filled with peace, joy and light.
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
NEWSROOM.AMERIPRISE.COM
When Bad News Becomes Good News | Ameriprise Newsroom
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Investors Await News on Three Negotiations | Ameriprise Newsroom
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
May your holiday season be filled with joy. Wishing you a very Merry Christmas!
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
Happy New Year! So long, 2020.
Together, we can work towards achieving your priorities for this year and beyond.
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
Protect yourself from identity theft. Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
We are excited to announce that our Ameriprise colleague, Chief Economist Russell Price, has been named Bloomberg’s top-ranked forecaster in the U.S. retail broker/dealer industry for four out of the last five years. Mr. Price makes us proud to be a part of the Ameriprise team.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
AMERIPRISEADVISORS.COM
Market and economic outlook
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
NEWSROOM.AMERIPRISE.COM
New President; Same Market | Ameriprise Newsroom
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
As we start a new year, we ground ourselves in the core values of Koney Wealth Advisors. Although we may not see this sign daily because of the virtual environment, the focus and commitment to our clients always remains present. We encourage everyone to create and periodically revisit your core values throughout the year.
It's football Sunday. Get your appetizers ready and enjoy watching the BIG GAME.
Smart tax strategies can help you keep more of your money and optimize how much you save for your financial goals. See how you can benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
As we start a new year, we ground ourselves in the core values of Koney Wealth Advisors. Although we may not see this sign daily because of the virtual environment, the focus and commitment to our clients always remains present. We encourage everyone to create and periodically revisit your core values throughout the year.
When it comes to retirement, many people have preconceived notions. Koney Wealth Advisors can help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
It's football Sunday. Get your appetizers ready and enjoy watching the BIG GAME.
Smart tax strategies can help you keep more of your money and optimize how much you save for your financial goals. See how you can benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
We all do what it takes to protect our loved ones. Koney Wealth Advisors can help you do what it takes to protect your family’s financial well being too.
Kindness and helping others are more important than ever. Even the smallest act of kindness can create a big impact. Let's celebrate Random Acts of Kindness day by helping each other.
Happy 40th Wedding Anniversary to Mary Jo and her husband, Fred.
Wishing you a lovely Valentine’s Day!
When it comes to retirement, many people have preconceived notions. Koney Wealth Advisors can help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
It's football Sunday. Get your appetizers ready and enjoy watching the BIG GAME.
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for and what your next financial savings goal will be.
Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks.
AMERIPRISEADVISORS.COM
The bull and bear case for stocks
Happy National Love Your Pet Day!
Today we are launching the 2021 Koney Wealth Advisors Gives Back campaign. This year we are partnering with NAWS of Mokena, IL. NAWS is a south suburban animal welfare organization that focuses on rescuing animals and finding their forever loving home. To show our support for this organization we are collecting blankets, towels, leashes, collars, toys and more to donate to help our furry friends in need. If you are interested in supporting this cause, feel free to drop off your donations at our Orland Park office.
We all do what it takes to protect our loved ones. Koney Wealth Advisors can help you do what it takes to protect your family’s financial well being too.
Kindness and helping others are more important than ever. Even the smallest act of kindness can create a big impact. Let's celebrate Random Acts of Kindness day by helping each other.
Happy 40th Wedding Anniversary to Mary Jo and her husband, Fred.
Wishing you a lovely Valentine’s Day!
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
Federal stimulus programs continue to aid the U.S. economy and capital markets. Ameriprise VP of Fixed Income Brian Erickson summarizes the main implications for bond yields and returns this year.
AMERIPRISEADVISORS.COM
The impact of federal stimulus on bond portfolios
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
newsroom.ameriprise.com
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for and what your next financial savings goal will be.
Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks.
AMERIPRISEADVISORS.COM
The bull and bear case for stocks
Happy National Love Your Pet Day!
Today we are launching the 2021 Koney Wealth Advisors Gives Back campaign. This year we are partnering with NAWS of Mokena, IL. NAWS is a south suburban animal welfare organization that focuses on rescuing animals and finding their forever loving home. To show our support for this organization we are collecting blankets, towels, leashes, collars, toys and more to donate to help our furry friends in need. If you are interested in supporting this cause, feel free to drop off your donations at our Orland Park office.
Today and every day, we celebrate the achievements of women.
It's A Girl!
A big congratulations to Nancy and her husband Dave, as they celebrate the birth of their first grandchild. Welcome sweet baby Emma!
You work hard toward financial peace of mind in retirement. Learn how to bypass a few common scenarios that could impact you.
AMERIPRISEADVISORS.COM
5 financial mistakes to avoid in retirement
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
Federal stimulus programs continue to aid the U.S. economy and capital markets. Ameriprise VP of Fixed Income Brian Erickson summarizes the main implications for bond yields and returns this year.
AMERIPRISEADVISORS.COM
The impact of federal stimulus on bond portfolios
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
newsroom.ameriprise.com
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts.
AMERIPRISEADVISORS.COM
A tax strategy to help your assets last longer
Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.
NEWSROOM.AMERIPRISE.COM
Markets Try to Digest Rising Bond Yields, Inflation, Fed Policy and More Stimulus | Ameriprise Newsroom
Market movements from deep lows to record highs the past year re-affirm the importance of maintaining a balanced portfolio.
AMERIPRISEADVISORS.COM
Preparing your investment portfolio for the unexpected
Today and every day, we celebrate the achievements of women.
It's A Girl!
A big congratulations to Nancy and her husband Dave, as they celebrate the birth of their first grandchild. Welcome sweet baby Emma!
You work hard toward financial peace of mind in retirement. Learn how to bypass a few common scenarios that could impact you.
AMERIPRISEADVISORS.COM
5 financial mistakes to avoid in retirement
Spring has sprung! Wishing you a happy and bright spring day.
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we are here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
Happy St. Patrick’s Day!
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.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts.
AMERIPRISEADVISORS.COM
A tax strategy to help your assets last longer
Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.
NEWSROOM.AMERIPRISE.COM
Markets Try to Digest Rising Bond Yields, Inflation, Fed Policy and More Stimulus | Ameriprise Newsroom
Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.
NEWSROOM.AMERIPRISE.COM
On the Cusp of An Economic Boom: What Does it Mean for Investors? | Ameriprise Newsroom
The 10-year U.S. Treasury yield is back to one-year highs. A continued bump up in rates, especially if the pace remains aggressive, could keep stock volatility higher than average and put short term pressure on Growth/Tech stocks. #AmeripriseResearch
Stock prices are high, and investors are optimistic. Chief Market Strategist David Joy summarizes conditions and potential for a market correction.
AMERIPRISEADVISORS.COM
Implications of high stock valuations
Spring has sprung! Wishing you a happy and bright spring day.
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we are here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
Happy St. Patrick’s Day!
