Search
-
Will Wall Street Clean Up Its Act?
(Main Content/blog)
... fiduciary because that’s what I felt clients deserved. We didn’t need federal regulators to make us act in clients’ best interests, and we never will. ...
-
How Will the Election Affect the Market?
(Main Content/blog)
... and reward according to your needs and risk tolerance. Minimizing taxes wherever possible. There’s a lot of drama on the campaign trail right now. But financial success doesn’t involve a lot of drama. ...
-
How to Invest in a Tough Market
(Main Content/blog)
... to buy the home, you may have less money than you need. As long as an investor communicates clearly and opening with their advisor, chances are that he or she will receive the guidance that they need ...
-
How Much Should You Save For Retirement?
(Main Content/blog)
One of the most common questions I hear from my clients is: "How much do I need to retire?" The earlier a person asks that question, the better—because if retirement is relatively far away, you have ...
-
Interest Rates and Your Mortgage
(Main Content/blog)
... mortgage, especially in the current environment. If you need help understanding your options and making informed decisions, don't hesitate to contact us. ...
-
Don't Time the Market
(Main Content/blog)
Over the past few weeks, I've heard from investors who feel that the stocks market may be near its top. Often these folks are feeling the need to delay putting more money in the market until after prices ...
-
Oil, Patience, and Value Investing
(Main Content/blog)
... stocks and bonds at their bottom? It's hard to say, and it's nearly impossible to buy any investment exactly at its bottom. But you don't need to identify an investment's bottom to make money in the long ...
-
A Checklist That Could Save You Thousands
(Main Content/blog)
... know about how much you'll owe, you'll also know how much more you need to save or put aside before you have to file. Schedule IRA distributions. Toward the end of each year, I get requests by retirees ...
-
Should You Invest in Alibaba?
(Main Content/blog)
... way, it's a decision that needs to be made with open eyes. ...
-
High-Yield Bonds: Attractive But Increasingly Dangerous
(Main Content/blog)
... investors need yield so badly that they've been unusually willing to lend money to companies with low credit ratings. The surge of money into the high-yield market has been a lifeline for companies that, ...
-
about
(Category)
... As a market capitalist, Rob understood that businesses are in the business of making money, but he whole heartedly believes there needs to be a balance between these two objectives. Rob ...
-
services
(Category)
At Copeland Wealth Management, LLC we work closely with our clients building comprehensive financial plans tailored uniquely to each clients’ personal needs and goals. Throughout the planning ...