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Will Wall Street Clean Up Its Act?
(Main Content/blog)
... Wall Street’s bad behavior to continue. First a little background. Most people who call themselves financial advisors are actually brokers. Another word for “broker” is “salesperson.” Investment ...
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How Will the Election Affect the Market?
(Main Content/blog)
... merely head-fakes. Judging from history, the occupant of the White House matters less to the markets than other factors and forces. Having been a financial advisor through five presidential elections, ...
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How to Invest in a Tough Market
(Main Content/blog)
... to keep their money invested for several years if they hope to make gains in stocks and bonds. As a financial advisor, I'm reminding clients to look not just at the past year of market performance, but ...
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Improve Your Financial Health in 2016
(Main Content/blog)
... in achieving your financial goals. Use Your Money to Make Money. Albert Einstein called compound interest "the eighth wonder of the world." You don't have to be a genius, though, to know that investing ...
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An End-of-Year Financial Checklist
(Main Content/blog)
The end of the year is just a couple of weeks away, but there is still time to handle some important financial tasks. Taking care of the items below will help you to have a more confident and financially ...
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How Much Should You Save For Retirement?
(Main Content/blog)
... then deduct any expenses that they'll no longer be paying once they retire. Often, couples plan to pay off their mortgage before retirement, which will ease the financial pressure during that period. Determine ...
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The Rate Increase and Your Portfolio
(Main Content/blog)
For months, the financial media have been focused on the likelihood that the Federal Reserve will soon start the process of raising interest rates. The expectation of rate increases is one reason the ...
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Why Good Advisors Don’t Beat the Market
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If your investment portfolio trailed the S&P 500 index's 11.4% return last year, you might be disappointed. But one year of underperformance in an up market is actually a sign that your financial advisor ...
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Low Oil Prices: Blessing or a Curse?
(Main Content/blog)
... even by a nation, such as Venezuela—which could hurt the financial sector. What's more, a lengthy period of low prices could help to foster instability in oil-producing nations around the world. This could ...
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The Real Election Winners
(Main Content/blog)
... financial advisor can help to keep you focused on your portfolio, not on Washington, D.C. And if history is a guide, the market may offer good risk-adjusted returns over the coming year. ...
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about
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In 2010, Rob Copeland founded Copeland Wealth Management, LLC in response to what he saw as the failing financial system. Banks, Brokerage Firms, and Insurance companies with whom he ...
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services
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At Copeland Wealth Management, LLC we work closely with our clients building comprehensive financial plans tailored uniquely to each clients’ personal needs and goals. Throughout the planning ...