Copley Financial Group, Inc’s Market Update - September 2021

The summer came to a relatively quiet end, with stocks fluctuating in the final weeks of August and energy prices rebounding strongly off the July lows. However, growth continues to lessen as inflation creeps higher, and China's Evergrande situation might have repercussions on the western part of the world.

From a seasonality perspective, September and October generally see higher levels of equity market volatility. So far, that has been the case, and I want to explain what we are doing to counteract this season.

As mentioned in the video, click here to learn more about the Buffered Index Portfolio.

At Copley Financial Group, Inc. located in San Diego, CA. and Uniondale, NY. the team and I are here to help. So if you have any questions, don’t hesitate on giving us a call.

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 - December 2021

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Copley Financial Group, Inc’s Market Update - August 2021