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

Written By Matthew Copley

Hello, hello! Even though things have been somewhat quiet, I wanted to update you on how the financial markets are behaving.

We are still dealing with the merger of Charles Schwab and TD Ameritrade, and there is a date when this will be completed. Also, the BRICs (Brazil, Russia, India, and China) have made a decision regarding their currency that would impact the US Dollar. And we have a new BIP offer that I want to review with you.

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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