Matthew Copley Matthew Copley

Do Not Let Inflation Ruin Your Summer Plans, Retirees

Tell me if this sounds familiar: You are making your first summer vacation plans in what seems like an eternity, confirming dates with relatives and scrambling to book flights and lodging. You suddenly realize that this vacation will cost you more than you have ever paid.

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Matthew Copley Matthew Copley

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

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.

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Matthew Copley Matthew Copley

Are Index Funds Right For You?

Index funds are your greatest friend if you're new to investing or simply want to keep things as easy and inexpensive as possible.

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Matthew Copley Matthew Copley

Roth Or Traditional IRA, Which One Should You Use?

An individual retirement account (IRA) is an excellent tool for accumulating a sizable nest egg. You may amass a portfolio worth hundreds of thousands of dollars if you contribute consistently and diversify your investments.

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Matthew Copley Matthew Copley

Maximize Charitable Giving Tax Savings and Give All Year

At the end of the year, the majority of contributors prioritize giving to charity. It is logical. Throughout the holidays, people and families frequently feel exceptionally benevolent. As a result, nonprofits frequently make their most important requests for funds at this time.

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