Copley Financial Group, Inc’s Market Update - October 2023

I wanted to take a moment and review a couple of things with you in this month's market update. I'm providing some news about the Charles Schwab transition, the state of the country's inflation, the economic repercussions that the Middle East tragic conflict will bring, the several indicators that announce a possible recession, and the best strategies and investments to protect your account from inflation.

To know more about it, please click the link below to watch our video.

At Copley Financial Group, Inc. with offices in San Diego, CA. and Uniondale, NY., we’re here to help you with any question that you may have. So send us an email, give us a call, and the team and myself will be there to help you.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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Copley Financial Group, Inc’s Market Update - November 2023

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Families Are Not As Confident About Their Finances