Matthew Copley Matthew Copley

Looking To Hire A Remote Financial Advisor? What To Consider

Since 2020, the world has transformed how we work and engage with one another. It has significantly impacted how investors interact with their financial advisors. In my experience, most investors preferred to meet with their advisors in person prior to the pandemic.

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Matthew Copley Matthew Copley

Are You Aware Of This Tax Reduction Strategy?

Roth conversions can be a powerful tool in minimizing tax liabilities, especially when combined with valuation discounts. By strategically converting traditional IRA or 401(k) assets into Roth accounts, you can potentially reduce future tax burdens and enjoy tax-free growth on your investments.

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Matthew Copley Matthew Copley

What Exactly Is A Recession? 4 Things You Should Know

A recession is the most terrifying beast in the ordinary investor's closet of fears. It's easy to see why. Recessions are feared because they can result in reduced housing prices, decreased stock prices, and unemployment.

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Matthew Copley Matthew Copley

Are Bonds Right For You?

Bonds may appear to be dull, but they are not. They are also not a wonderful shelter for wealthy, retired people who never wish to lose money.

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