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Total: 50 results found.

  1. A Bad Time to Be Over-Diversified

    (Main Content/blog)

    ... stance. It's expected to raise interest rates and wind down the bond purchases that have been propping up the economy and the markets. As a consequence, we're moving into an environment in which it will ...

  2. A Big Market Shift is Underway

    (Main Content/blog)

    The past several weeks has offered a good example of the effect that Federal Reserve decisions can have on the markets. With the central bank beginning to slow down the bond-buying that has helped support ...

  3. Higher Interest Rates Could Hammer Stocks

    (Main Content/blog)

    ... worth looking at the potential impact on markets. The effect of rising interest rates on bonds is fairly straightforward: Rising rates make existing bonds less valuable, since newly issued ones will pay ...

  4. Time to Make a Shopping List

    (Main Content/blog)

    ... part of the reason they can be so much more profitable than bonds over extended periods. To collect what we call stocks' risk premium, we have to be patient: Over the long term, the market's rise has always ...

  5. Where to Invest Now? It's Tricky

    (Main Content/blog)

    ... the proceeds, there's no obvious place to reinvest that money. High-quality bonds are unappealing because of their low yields--10-year Treasuries are yielding just 1.3%. And the possibility of rising ...

  6. How to Invest for Inflation

    (Main Content/blog)

    ... can make a difference.    While investors are rotating to value stocks, and selectively holding on to growth stocks, one area to be extremely cautious about is long-term bonds. Inflation ...

  7. Rising Inflation and Interest Rates: What to Do

    (Main Content/blog)

    ... spurring price inflation. In March, consumer prices rose .6%, their biggest gain since 2012. Accelerating inflation, meanwhile, is pushing long-term bond rates higher. Essentially, the bond market is ...

  8. Capital Gains Tax Hike a Possibility

    (Main Content/blog)

    ... earning capital gains above $1 million per year. Long-term capital gains — the sale proceeds from stocks, bonds, mutual funds, real estate and other investments that are owned for more than a year — ...

  9. What the Elections Mean for Your Investments

    (Main Content/blog)

    ... In the year after the opposition party wins the presidency, markets tend to rise—and they rise a bit more sharply when the incumbent party remains in power. (Bonds, by the way, tend to slightly outperform ...

  10. The Coming Corporate Debt Cliff

    (Main Content/blog)

    ... if economic growth continues to slow. And as they look to issue new bonds to pay off the expiring ones – this is the $4-trillion debt cliff -- they may find fewer investors willing to lend to them. That's ...

  11. Bond Yields Are Low – So Where Do You Find Income?

    (Main Content/blog)

    It's difficult to find good income opportunities in the bond market right now. The 10-year Treasury, which was yielding more than 3% last fall, is heading into this fall at 1.7%. That's even less than ...

  12. Interest Rate Cuts: Too Little Too Late?

    (Main Content/blog)

    ... It's gotten an extra boost from the anticipated Fed rate cuts. But the bond market, which is far larger than the stock market, tells a different story. Investors have been piling into long-maturity bonds ...

  13. Should You Invest in Real Estate?

    (Main Content/blog)

    Real estate is often peddled as a get-rich-quick investment—and that lures some people in, and it turns some others off. The truth about real estate is that, like stocks and bonds, it can be a solid ...

  14. The Investment Outlook Is Changing

    (Main Content/blog)

    ... hefty returns were fueled by low interest rates and economic stimulus engineered by the Federal Reserve to steer us out of the Great Recession. Ultra-low interest rates and the Fed's aggressive bond buying ...

  15. A Smart Investing Move to Start the Year

    (Main Content/blog)

    ... type (stocks and bonds, for example) after they've been doing well, and buying them after they've been doing poorly. Against the current backdrop, where stocks are down 5% from a month ago, that might ...

  16. Understanding What Drives the Market

    (Main Content/blog)

    The stock and bond markets don't move up and down over time for no reason. When they advance or decline, you can be sure that unseen catalysts are at work: Think of the wind hitting the sail of a ship. ...

  17. What the Market Plunge Means for Investors

    (Main Content/blog)

    ... rates are bad for bond investors too. That's because the issuance of new bonds at the higher rates decrease the value of the old, lower-interest bonds investors may already own. As those longer-term bonds ...

  18. How to Invest in Bonds as Interest Rates Rise

    (Main Content/blog)

    Rising interest rates are said to be the enemy of bond investors--and since we're not in an environment of rising rates, many people are wary of buying bonds at all. However, there are good reasons to ...

  19. Be Smart About Your Tax Windfall

    (Main Content/blog)

    ... have been great for stocks, and less good for bonds. As a result, if you originally had a 50/50 balance of stocks and bonds, those faster-growing stocks might now represent, say, 70% of your portfolio, ...

  20. How a Tax Failure Could Topple the Market

    (Main Content/blog)

    ... each individual stock, bond or fund in your portfolio passes the test of quality and price. And the best way to do that is to work with a qualified financial advisor. Don't hesitate to contact us if ...

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