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How to Protect Your Heirs from Strict New IRA Rules
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... to the fact that even with the tax bill, families that make use of it are likely to come out way ahead. Please don't hesitate to get in touch with us if you'd like to learn more about transferring wealth ...
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Tax-Loss Selling is Losing its Luster
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... watching the price creep up a little further every day. Thus, the rationale for selling good stocks just for tax purposes has gotten a lot weaker. If the goal is to maximize your wealth over the long ...
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Take the Long View, Ignore the Scary Headlines
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... because they attract far more eyeballs than benign ones. But many investors do more than just click on the articles. Frightened that their wealth is at risk, they often react by selling. Some have recently ...
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Time to Make a Shopping List
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... made its reversals look like small road bumps. It's human nature to get lost in short term trading. But it's long-term investing that can really make you wealthy. If you invested $100,000 in 1999 in ...
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Will Biden Double the Capital Gains Rate?
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New tax legislation is taking shape in Washington, and business owners, farmers and wealthy investors have been paying close attention to reports that the long-term capital gains tax rate could be essentially ...
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How to Invest for Inflation
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... 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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What to Know About the Short-Squeeze Trend
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... My strong advice is to not swim in shark-infested waters. If you're serious about building wealth in the stock market, make long-term investments based on stocks' fundamentals, such as revenue, debt, ...
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Use Tax Planning to Grow Wealth Faster
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The most financially successful people know that growing wealth isn't just about what you earn, but also about what you keep. And that means keeping your tax bills to a minimum. With the end of the year ...
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President Trump's Coronavirus Diagnosis: Market Impact
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... 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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How to Lose Money in the Stock Market
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... of your greatest assets is time, with its power to slowly but surely compound your wealth. Successful investing is about time in the market, not timing the market. If you'd like a no-obligation review ...
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Reaching Your Goals Vs. Spinning Your Wheels
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... of a financial advisor is crucial. A good advisor will work with you to create and follow a financial plan, which you should think of as a roadmap to your goals. The difference between building wealth ...
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When You Can't Trust Your Financial Advisor
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... 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
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... 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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Choosing the Right Advisor
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... and philosophy match yours. What is your typical client like? If the advisor hasn't worked with someone like you—a small-business owner, a widow, a very wealthy person, for example—then you probably ...
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Will Wall Street Clean Up Its Act?
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... 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
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... available, and avoid impulsive buying and selling, stand to benefit over time. As Buffet has aptly said, the market is a mechanism for transferring wealth from the impatient to the patient. So how do ...
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A Checklist That Could Save You Thousands
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... 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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Choosing the Right Advisor
(Main Content/blog)
... and philosophy match yours. What is your typical client like? If the advisor hasn't worked with someone like you—a small-business owner, a widow, a very wealthy person, for example—then you probably ...
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Beware of Retirement Benefit Pitfalls
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... 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
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... 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 ...