Financial Advisor at Poach, Koury & Associates, a Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
I work with busy, hard-working professionals like you who value sound financial planning. I help my clients manage multiple goals and handle complex financial situations and I can do the same for you. I follow a process that involves getting to know you and your goals and designing a plan that suits your unique needs. Once that plan is in place, I help you track your progress and update your plan so you can focus on living and enjoying your life. Areas of Focus: Education Planning Investments Insurance Retirement Income Strategies Wealth Preservation Strategies Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisors Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don't post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
Depending on where one sits, today’s economy may indeed be the best of times or the worst of times.
newsroom.ameriprise.com For individuals, the current condition is just about as good as it gets. But that enthusiasm is noticeably absent when looking at bigger businesses.
Ameriprise Research: Market uncertainty is high with odds for improving market conditions at 50/50. Investors should lean on the protective properties of bonds and avoid discounting their importance in a diversified portfolio based merely on their view of the rate environment.
Today we honor and give thanks to all those who’ve sacrificed their lives serving and protecting our country.
The trade dispute between the U.S. and China remains the elephant in the room for investors, according to Ameriprise Chief Market Strategist David Joy.
newsroom.ameriprise.com The latest escalation in the size and scope of tariffs reduces the likelihood that an agreement between the U.S. and China will be reached anytime soon.
Market swings can mean different things depending on your stage in life. Learn how fluctuating markets can have an impact at any age.
cnbc.com As the longest bull market in history possibly wanes, it can be helpful to turn your attention to your own timeline. Here's how you should react and plan for volatility, depending on your age.
While trade talks left markets spinning, there was encouraging news elsewhere. Ameriprise Chief Market Strategist David Joy weighs in.
newsroom.ameriprise.com U.S. equities in the S&P 500 endured their worst week of the year, falling nearly 2.2 percent.
While market swings can be concerning, it’s important to keep things in perspective. If you have concerns about the impact of volatility on your finances, let’s talk.
usatoday.com Massive intraday swings in the Dow Jones industrial average can test even the steeliest investor. What you need is a little perspective.
Expressing love and gratitude to all mothers today.
After ending last week on a positive note, trade talks have investors feeling uncertain.
newsroom.ameriprise.com Last week ended with investors feeling good about the prospects for the global economy.
If you own a small business or plan to start one, let’s talk about your goals and make sure you have the professional resources you need for success. #SmallBiz
Estimates of the first quarter U.S. GDP growth exceeded expectations. But the details were not quite as encouraging as headlines would suggest.
newsroom.ameriprise.com Strength from inventory rebuilding and trade improvement contributed to the Q1 growth rate, while both personal consumption and business investment slowed.
Ameriprise Research: Although the S&P 500 is near an all-time high, the average stock in the Index is still 12.3% away from its 52-week top, suggesting room for equity prices to rise if the environment continues to improve.
What are you doing to protect our planet today?
While earnings had investors feeling optimistic last week, the celebratory mood may be premature, according to Ameriprise chief market strategist David Joy.
newsroom.ameriprise.com Stocks rose for the second straight week to begin the second quarter, although the gains were more muted.
[04/15/19] Today is the deadline to file your 2018 tax return. If you expect a refund, let’s talk about how you can put it to work toward achieving your goals.
Teaching your kids how to manage money can help them establish good financial habits to last a lifetime. #TeachYourChildrentoSave
Ameriprise Research: Market indices across asset classes posted strong returns to end Q1, regaining much of the ground lost in Q4 2018. We believe U.S. equity markets offer attractive opportunities over the next 6-12 months but stress that diversification and balance remain key.
[04/10/19] Families who openly discuss financial topics like estate planning feel more confident, according to the Family Wealth Checkup study from Ameriprise (https://bit.ly/2TOrNmP). Celebrate #NationalSiblingsDay by reaching out to your family members to start the conversation.
Stocks surged higher last week on evidence of stabilizing global growth and little evidence of inflationary pressures.
newsroom.ameriprise.com The second quarter started out the same as the first, with markets on the rise in the U.S., Europe and Asia.
[04/08/19] Let’s take a fresh look at your retirement plan. We’ll discuss your goals and needs and help plan the steps you can take to achieve them. #NationalRetirementPlanningWeek
A.J. made a visit to the office this morning....it didn't take him long to think he owned the place!
The first quarter of 2019 was the best for the S&P 500 index since the third quarter of 2009, when the economy was first coming out of recession.
newsroom.ameriprise.com The S&P 500 rose 1.2 percent last week as stocks ended the first quarter on a strong note.
Ameriprise Research: The yield curve inverted, now what? Inversions can indicate trouble ahead, but not every inversion is followed by a recession. There are risks to consider, but we believe investors should take a cautious yet optimistic view of unfolding conditions.
Outlooks remain optimistic despite renewed concerns of slowing global growth. Our chief strategist David Joy explains.
newsroom.ameriprise.com A report of weaker than expected manufacturing activity within the Eurozone, especially in Germany, sent European markets downward.
Spring is a time of renewal, growth and possibilities — an ideal time to take a fresh look at your financial goals and how to achieve them. Let’s set up time to meet.
Want to sweeten your financial life? Let’s talk about how to prioritize all the pieces of the pie to achieve your goals. #piday
Speculation about the latest global economic data has some investors concerned. Will it influence U.S. economic growth? Ameriprise Chief Market Strategist David Joy weighs in.
newsroom.ameriprise.com A lower growth target in China was followed by a sharp downgrade of growth expectations in the Eurozone by the European Central Bank.
Spring forward! Daylight Saving Time begins Sunday, March 10. Remember to set your clocks forward one hour.
Anthony T. Pol, CFP
U.S. equities rose for the fourth straight week and for the eighth time in the past nine weeks since the pre-Christmas low.
newsroom.ameriprise.com 02/25/2019 David Joy U.S. equities rose for the fourth straight week and for the eighth time in the past nine weeks since the pre-Christmas low. The S&P 500 is now higher on the year by 11.4 percent and sits just 5 percent below its September 20 record high. Rising optimism regarding a trade deal be...
Pets can improve our well-being, according to the Centers for Disease Control. During National Love Your Pet Day today, how will you pamper your pet?
Happy Valentine’s Day! Happy couples make time to discuss their finances and work toward their goals together, according to Ameriprise research.
Experts are saying you should see an advisor to help you determine how to select 401(k) funds appropriate for you.
usatoday.com Here are guidelines for evaluating and picking funds from a 401(k) plan run by your employer.
[02/13/19] Are you in retirement or close to it? If so, let’s talk about your income sources and how a personalized distribution strategy could help make your money last longer.
Concerns over Brexit and trade talks with China have investors hitting pause. Learn more from Ameriprise Chief Market Strategist David Joy.
newsroom.ameriprise.com With Brexit’s March 29 deadline, the possibility of a no deal crash out of the European Union remains a distinct possibility.
Since 1929, there have been 14 bear markets that lasted, on average, for 20 months (source: S&P 500 index). Let’s talk about how to prepare for the next one—whenever it happens.
[02/08/19] Exercise and a healthy diet are good for the heart – and could help you reduce health care costs throughout life, especially in retirement. #AmericanHeartMonth
This time of year, students are learning which colleges have accepted them – and how much they will receive in financial aid. Learn whether a private student loan could help your student fill a financing gap.
loans.usnews.com Private student loans can fill financing gaps in your aid package but may come at a price.
The post-Christmas rally in stocks resumed last week, after a one-week interruption. Ameriprise Chief Market Strategist David Joy weighs in.
newsroom.ameriprise.com The S&P 500 rose 1.6 percent, for its fifth gain in the past six weeks, and has risen 15.1 percent since it hit bottom on Christmas Eve.
Prices for foods popular among football fans, like avocados and chicken wings, tend to rise this time of year. What are your favorite snacks for the big game?
cnbc.com As Super Bowl celebrations become increasingly focused on food over the last 10 years, prices for game day favorites rise and fall with fans' demand.
Recent volatility has left investors uneasy about the prospects of a bear market. But this expert says volatility is healthy for the market.
money.usnews.com Healthy markets are always volatile.
It’s National Compliment Day: You’re brilliant!
Historically, the stock market hasn’t cared much about government shutdowns. Experts weigh in on whether that sentiment could continue in the current environment.
barrons.com Markets have been mostly buoyant, with recent corporate earnings boosting stocks. But the economic pain could intensify if the longest government shutdown in U.S. history drags on.
Today and every day we respectfully honor the legacy of Rev. Martin Luther King, Jr.
To help understand the overall health of the economy, pay attention to these key financial market indicators.
money.usnews.com If you're worried about the health of the economy, look at these important metrics.
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