Koney Wealth Advisors

07/14/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

07/07/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

07/04/2026

Happy 4th of July!
Wishing everyone a safe, fun and memorable Independence Day. Here's to family, friends, community, and the freedoms we cherish. Enjoy the holiday weekend.

07/01/2026

We are honored and proud to share that Kevin Koney has been named to the Circle of Success, a distinction reserved for Ameriprise Financial’s top advisors. This recognition reflects Kevin’s unwavering commitment to serving clients with excellence and helping them achieve their financial goals.

Kevin’s dedication, leadership, and client-focused approach have been instrumental in earning this achievement. We are grateful for the trust and loyalty of our clients, as well as the hard work and commitment of our team, all of which have contributed to this success.

Please join us in congratulating Kevin on this well-deserved recognition. Thank you for your continued confidence and trust.

https://bit.ly/4gR8yqZ

06/26/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

06/23/2026

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

We can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.

06/19/2026

Chris recently attended an exclusive two-day Wealth Management Summit for Ameriprise Financial hosted by J.P. Morgan at its New York City headquarters, alongside 126 Ameriprise advisors. The event provided in-depth insights into current market conditions, economic outlooks, and evolving global trends. He also connected with several portfolio managers, including the Chief Global Strategist, and returned with valuable perspectives to help our team make more informed decisions and better guide clients toward achieving their long-term financial goals.

06/13/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

06/12/2026

Happy Birthday, Kevin!
May your day be filled with joy, laughter, and memorable moments. Wishing you all the best today and endless happiness in the year ahead. Have a fantastic time celebrating your special day!

06/10/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.