Koney Wealth Advisors

06/03/2026

Congratulations to Joanna on reaching her one-year anniversary with Koney Wealth Advisors. Over the past year, she has made a strong impact as a Client Service Specialist, consistently demonstrating reliability, attentiveness, and a genuine commitment to supporting our clients and team. We appreciate the dedication and hard work she brings each day and the positive influence she has on those around her.

We are pleased to celebrate this milestone and look forward to her continued success and contributions in the years ahead.

06/02/2026

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

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

05/26/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/23/2026

This Memorial Day, we honor and remember the brave men and women who gave their lives in service to our country. Their courage and sacrifice will never be forgotten. Wishing you a safe and meaningful Memorial Day weekend.

05/22/2026

Join us in celebrating Sheila’s 8-year milestone with Koney Wealth Advisors! Her dedication, passion, and unwavering commitment to excellence continue to elevate our team and make a lasting difference for our clients. We’re grateful to have her as part of our team.

Thank you, Sheila, for 8 outstanding years!

05/20/2026

Join us for a virtual presentation!
"How to Maximize Social Security Benefits"

Thursday, May 21st, 2026: 4pm – 5pm Central

Guest speaker, Mary Beth Franklin, CFP®️ RetirePro, LLC., who is recognized as a retirement income expert and one of the country’s leading experts on Social Security & Medicare. She is an award-winning journalist, Certified Financial Planning professional and a former contributing columnist on retirement issues for Investment News, a publication for financial advisors.

During this event, she will explain Social Security eligibility rules and claiming strategies and the impact of the latest 2.8% cost-of-living adjustment on benefit amounts in 2026. She will also outline how the recent repeal of two controversial Social Security rules will increase benefits for millions of retired public-sector workers, including many police, firefighters, teachers and state and local workers. Finally, Franklin will detail how the new temporary tax deduction for taxpayers aged 65 and older could impact the taxation of Social Security benefits.

For more information visit our website events page or click the registration link below.

This is an informational seminar. There is no cost or obligation.

8792087ACMR0226

https://bit.ly/4nNUDUg

05/19/2026

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

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

05/15/2026

Take the next step in your career with Koney Wealth Advisors.

Career Opportunity: Financial Planning Assistant

At Koney Wealth Advisors, we know that making a real difference for our clients begins with a strong, supportive team. We are looking for a Financial Planning Assistant who is ready to contribute, learn, and grow alongside us.

Seeking a motivated and detail-oriented individual who is ready to grow in the world of financial planning. As a Financial Planning Assistant, you will gain firsthand experience, work alongside industry professionals, and play a key role in helping clients achieve their financial goals.

If you are ready to take the next step forward and join a team that values collaboration, growth, and lasting success, we would love to connect with you!

Discover more about our team: https://bit.ly/42BoXru

Learn about joining our team: https://bit.ly/4dMKZO0

05/12/2026

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

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

05/10/2026

Mother’s Day is a time to honor the women who uplift, nurture, and shape our lives in so many meaningful ways. Whether you’re a grandmother, mom, aunt, or a source of strength for others, we celebrate you today.

Happy Mother’s Day!