Copley Financial Group, Inc’s Market Update - July 2023
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.
What's An Initial Public Offering (IPO)?
Following a quiet period, the market for initial public offerings (IPO) is beginning to heat up, which may have some people wondering, "What is an IPO?"
The Basics Of A Recession
Despite more than 18 months of warnings from economists, strategists, and other market experts, the United States economy has thus far avoided a recession.
Do You Want To Invest In A Sustainable Future? Three Questions You Should Ask Your Advisor
As sustainable, responsible, and impact investing (SRI) continues to gain popularity, more investors have questions and are curious to see if it is right for them.
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.
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.
Copley Financial Group, Inc’s Market Update - May 2023
As the US Congress makes up its mind on what to do, I want to answer my previous questions and more so we can be on the same page about this situation. To learn more about it, click the button below.
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.
Fixed Index Annuities. What Are They, And How Do They Work?
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.
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.