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

Written By Matthew Copley

Hello, hello! I hope you're having a great summer so far. I want to cover a couple of things in today's video. The first thing is the TD Ameritrade transfer to Charles Schwab. I'll tell you what this means for your account and what will change.

I want to update you on what's happening with the financial markets and the implications of the Federal Reserve pausing the interest rate increases. So, to know more about this and other things related to your investments, click the button below.

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 - May 2023