Chris Coppola, CFP, APMA

10/30/2026

Year-end planning is not just about looking back. It is about positioning yourself for the future. Reviewing protection strategies alongside financial plans can help provide greater clarity moving forward.

Interested in discussing how protection planning fits into your broader financial strategy? Contact us to get started.

10/27/2026

Tax-loss harvesting doesn’t need to be a one-off, year-end event. Contact us to discuss a timeline and/or strategy that best suits your needs.

10/22/2026

The recent rise in the 10-year Treasury yield is making headlines, but what does it actually mean for investors? Whether you're evaluating opportunities in fixed income or considering the impact on your broader portfolio, we can help put today's market environment into perspective.

Understand what this key benchmark is, what’s driving the rise and how it could influence your investments.

10/19/2026

Market losses can be difficult, but they may also create a tax-planning opportunity.

Tax-loss harvesting can help offset realized gains by selling certain investments at a loss.

It’s a strategy that works best when considered within your overall investment plan, tax situation and long-term goals.

Potentially turn investment losses into tax-savings opportunities with this tax strategy.

10/14/2026

Are you making the most of your retirement savings opportunities?

Increasing your contributions, even gradually, can add up overtime and may offer tax advantages.

We can help you evaluate a contribution strategy that considers your goals, budget and overall financial plan.

What could an extra year of consistent saving mean for your future lifestyle?

Making the maximum contributions today can make a huge difference over time. We crunch the numbers.

10/09/2026

Election headlines come and go.​

Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​

That's why a disciplined, long-term investment strategy remains so important.​

If you'd like to discuss how current events may impact your financial strategy, I'm here to help.

09/29/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

09/09/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/02/2026

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

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