Chris Coppola, CFP, APMA

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.

08/31/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/25/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

08/21/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. We can assist you in planning your transition to help preserve value and reflect your vision.