Kyle Klinger Kyle Klinger

Market Update - September 2022

Let’s focus on opportunities in a market like this:

First, if you can stomach a little extra income tax, this is a great time to Roth convert your IRA’s. We can work together to figure out how much.

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Matthew Copley Matthew Copley

Copley Financial Group, Inc’s Market Update - September 2022

Good day. As we're finally overcoming these heat waves, I wanted to do a market update. Then, I'll go over the risks of holding cash at the moment and provide you with some financial instruments with excellent rates to put you in a much better position.

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Matthew Copley Matthew Copley

Things To Consider During Your Retirement

Planning well is advised whether your retirement is still a few years off or is approaching because, without it, you can encounter significant difficulties that aren't currently on your mind.

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Kyle Klinger Kyle Klinger

Don’t Panic & Other Perspectives

I thought it would be a good time to check-in and provide some perspective. Yes, the market is not fun right now. It's something we haven't seen in a long time. In fact, the 1930s was the last time we started a year like this.

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Matthew Copley Matthew Copley

How To Purchase A Series I Savings Bond

There’s a lot of interest in Series I Savings Bonds right now because the yield on them for the next 6 month period is, at the beginning of May, 9.62% Because this transaction cannot be done through us, we decided to provide you with a little tutorial on how to make this purchase.

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