Joseph A. Mocniak Jr., MBA, CFP

11/03/2026

What financial protection goals are on your list for next year? Now is the perfect time to start planning for the future you want to build. Message me to get started.

Let's talk about your goals for the year ahead. Contact us to start building your financial readiness plan.

10/30/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/29/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

10/28/2026

Feeling confident today doesn’t remove the need to plan ahead.

Ameriprise Financial research shows many financially solo adults are thinking carefully about aging, long‑term care costs, and making savings last — key considerations when planning independently.

10/23/2026

Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

10/22/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

10/21/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

10/19/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. I can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

10/16/2026

Geopolitical events can create short-term market volatility, but they rarely require you to rethink your long-term financial plan.

Let’s connect if you’d like to review your investment portfolio’s risk profile or discuss other investment strategies in light of the recent uncertainty.

Explore 5 key signals investors should watch as developments in the Middle East unfold.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.