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How to Invest for Inflation
(Main Content/blog)
... yours. Registered Investment Advisors like Copeland Wealth Management have chosen to operate under a legal framework that requires us to put your interests first. Please don’t hesitate ...
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President Trump's Coronavirus Diagnosis: Market Impact
(Main Content/blog)
... strengthen the case for social distancing, while sending many students and workers home. What kinds of companies might thrive in this stay-at-home world? The kind that we at Copeland Wealth Management ...
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When You Can't Trust Your Financial Advisor
(Main Content/blog)
... a sheep. You need to work with a fiduciary advisor. If you'd like to learn about more about how Copeland Wealth Management, a fiduciary advisor, puts your interests first, please give us a call. ...
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How to React to the Market’s Ups and Downs
(Main Content/blog)
... averaged a more-than-10% decline each year during bull markets. By that measure, last year was the anomaly, not this year. But the question remains: Are your investments safe? Copeland Wealth Management's ...
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Will Wall Street Clean Up Its Act?
(Main Content/blog)
... for consumers to get unbiased advice. Then there are true financial advisors, a smaller group of professionals that includes Copeland Wealth Management, LLC. We sell advice, not products. And we operate ...
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To Navigate Volatile Markets, Focus On the Long Term
(Main Content/blog)
... diversification across different industries, even while avoiding risk in those industries. At Copeland Wealth Management, we have been reviewing client portfolios industry by industry, and when appropriate, ...
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A Checklist That Could Save You Thousands
(Main Content/blog)
... contact us if you'd like to discuss any of the items on this checklist. With the end of the year coming up fast, the important thing is to move quickly. In the meantime, the team at Copeland Wealth Management ...
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Beware of Retirement Benefit Pitfalls
(Main Content/blog)
... is to work with an experienced investment advisor. At Copeland Wealth Management, we coordinate with clients' attorneys, accountants and account custodians to prevent any unwelcome surprises involving ...
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A Simple Way to Earn More From Your Investments
(Main Content/blog)
... investing can add up over time and have a significant impact on the net performance of your investments. That's why it's a big focus for us at Copeland Wealth Management. We welcome our clients and non-clients ...
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A TIME FOR PATIENCE
(Main Content/blog)
... you have rampant anxiety; on the other hand, you have attractive valuations. Patience may prove to be a virtue as the saga plays out and we eventually return to market fundamentals. Robert Copeland ...
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Retirement Questionnaire
(Main Content/niche markets)
Knowing that you will have enough investment income to retire comfortably can bring enormous peace of mind. And Copeland Wealth Management can help make sure you’re on track. Our planning and investment ...
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Widows: What to Expect
(Main Content/niche markets)
Copeland Wealth Management specializes in helping widows prepare for the future. One of our goals is to provide you with clarity about how our process works. Please take a few minutes to review the steps ...
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Retirement Investors and Retirees
(Main Content/niche markets)
Retirement can be one of the most rich and fulfilling periods in your life. The key is preparation. Rob Copeland, President and CEO of Copeland Wealth Management, has built and managed customized retirement ...
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Investment Bonds
(Main Content/services)
... bonds have historically posted lower returns than stocks over the long term. And when interest rates rise, bond prices typically fall. Copeland Wealth Management has the expertise and experience to determine ...
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Mutual Funds
(Main Content/services)
... have drawbacks as well. Among their disadvantages are their management, operating and sales fees, which can significantly cut into investors’ returns. Copeland Wealth Management has the expertise to help ...
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Stocks
(Main Content/services)
... in the wake of a corporation’s failure. The purchase of either kind of stock should be well-researched. Copeland Wealth Management uses cutting-edge research tools and years of experience in recommending ...
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Annuties
(Main Content/services)
... are, and how the broker selling it will be compensated. Copeland Wealth Management has the expertise and experience to help you choose the right annuity. ...
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High-Net-Worth Individuals and Families
(Main Content/niche markets)
Your wealth is more than just a number: It is the means to reach your goals and to secure your family’s future. That’s why Copeland Wealth Management approaches our clients’ wealth with as much expertise ...
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Widows & Divorcees
(Main Content/niche markets)
It is unfair to have to deal with financial matters during a time of pain and loss—yet doing so is imperative. At Copeland Wealth Management, we understand how important it is to have a trusted advisor ...
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Executives and Professionals
(Main Content/niche markets)
... makes the services of a trusted financial advisor essential. Rob Copeland, the founder of Copeland Wealth Management, has helped countless corporate executives, medical and legal professionals and other ...