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Wisdom PEAK Wealth Advisors

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Roseville, CA
Wisdom PEAK Wealth Advisors

Private Wealth Advisor at Ameriprise Financial Services, LLC

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11/02/2026

There's a lot happening in the world right now. Markets, politics, the economy, and seemingly endless predictions about what comes next.

But financial confidence doesn't come from knowing exactly what the future holds. It comes from understanding your options, preparing for uncertainty, and making decisions that align with the life you want.

That's where personalized financial planning makes a difference: connecting the moving pieces of your financial life into a strategy built around you.

You don't need to have everything figured out to start the conversation.

https://www.ameripriseadvisors.com/team/wisdompeak-wealth-advisors/

10/31/2026

Halloween should be spooky. Your financial plan shouldn't be!

10/30/2026

Have investment gains this year? Your losing investments may help reduce the tax bill.

Tax-loss harvesting allows you to sell investments at a loss to offset realized capital gains. And contrary to a common misconception, the $3,000 annual deduction limit applies to net losses used against ordinary income, not losses used to offset capital gains.

Before year-end, consider reviewing your taxable investments for opportunities to manage gains, while keeping wash-sale rules and your long-term investment strategy in mind.

https://buff.ly/R9ijOqD

10/28/2026

The goal of financial planning isn't just to enjoy life someday, it's to make more room for living along the way.

10/26/2026

The stock market's strength is encouraging, but it doesn't tell the whole story.

Our latest Q4 outlook highlights strong corporate profits alongside elevated expectations, market concentration and uncertainty around the payoff from AI investments.

If you own index funds, growth funds and individual stocks, you may have more exposure to the same companies than you realize.

As we head toward year-end, it's worth looking beyond how many investments you own to where your portfolio's risk is actually concentrated.

https://buff.ly/vrCOYOS

10/24/2026

One of the best parts of this business is when clients become friends.

Had a great night at the concert with Chris and Mark, two guys I’m fortunate to work with and even more fortunate to call friends.

https://buff.ly/pa4LuuJ

10/23/2026

A smart year-end move in one part of your plan can create consequences somewhere else.

Harvesting investment gains or losses, completing a Roth conversion, making charitable gifts and taking required distributions can all affect your broader tax picture.

That’s why year-end planning is less about checking off individual tasks, and more about deciding which moves work best together.

Before December deadlines arrive, it may be worth reviewing the full picture rather than each decision in isolation.

https://buff.ly/8eHgNFJ

10/21/2026

Good planning isn’t just about preparing for the future, it’s about creating a life that feels good to live now.

10/19/2026

Life doesn’t follow the calendar.

Changing jobs, retiring before Medicare eligibility, starting a business or unexpectedly losing employer coverage can all create a need to rethink how you’re insured.

The important part is knowing your options, and planning for the cost and timing before a coverage gap becomes a problem.

Health coverage should be part of the plan whenever a major life or career transition is on the horizon.

https://buff.ly/uOXHy8G

10/16/2026

The AI investment story doesn’t end with chips and data centers.

As AI and cloud computing drive electricity demand higher, the infrastructure behind the power supply is becoming increasingly important. From generation and battery storage to cables, transformers and grid technology.

But rising demand doesn’t make every company a winner. The opportunity may be broad, but selectivity still matters.

We can help you evaluate where these long-term infrastructure trends may fit within your broader investment strategy.

https://buff.ly/Ai9rtYm

Address

1430 Blue Oaks Boulevard Suite 290
Roseville, CA
95747

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 5pm

Website

https://www.ameripriseadvisors.com/johnny.a.kovalek/

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