Copper Pass Advisory

Copper Pass Advisory Conduct the Life You Want. We’re A True Partner. We’ll monitor and adjust as your life or the market changes. But that’s just the beginning. Member FINRA / SIPC.

When you become a client, we create a customized financial plan — which includes an investment plan — and put it into action. We want to help you make smart decisions throughout your life. In fact, we encourage you to reach out to us whenever you’re making any decision that affects your finances. Considering changing jobs? We probably need to talk about rolling over your 401(k) and how salary chan

ges will affect your financial plan and tax situation. Diagnosed with a chronic disease? We’ll help you review your life insurance coverage and potentially discuss long-term care insurance. The bottom line is we’re not just investment managers or financial planners. We’re your partner, and we want to make sure that regardless of what changes or curveballs life throws your way, you’re still on track to achieve your goals. Securities offered by Registered Representatives through Private Client Services. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Copper Pass Advisory, Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the...
04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

Stocks fell in the first quarter amid concerns that artificial intelligence (AI) could disrupt certain industries and geopolitical issues that unsettled investors.

Rick just released a new Market Commentary on recent claims that the U.S. is insolvent and what that actually means for ...
04/02/2026

Rick just released a new Market Commentary on recent claims that the U.S. is insolvent and what that actually means for investors. It provides important context around government debt and why headlines may not reflect immediate risks.

Watch the latest Market Commentary:

A recent headline claims the U.S. has effectively become insolvent. In this commentary, Rick Wedell breaks down what that claim means and why the reality is ...

Rick just released a new Market Commentary on rising geopolitical tensions, oil prices, and recent market volatility. He...
03/31/2026

Rick just released a new Market Commentary on rising geopolitical tensions, oil prices, and recent market volatility. He explains what is driving the uncertainty and how it may affect inflation and investor sentiment.

Watch the latest Market Commentary:

Markets have pulled back as geopolitical tensions rise, and oil prices move higher. In this update, Rick Wedell explains what is driving recent volatility a...

Rick just released a new Market Commentary on recent market volatility, oil prices, and inflation expectations. He expla...
03/24/2026

Rick just released a new Market Commentary on recent market volatility, oil prices, and inflation expectations. He explains what is driving recent market moves and how they fit into a longer-term investment perspective.

Watch the latest Market Commentary:

Market volatility has increased as tensions in the Persian Gulf push oil prices higher and raise new inflation questions. In this update, Rick Wedell explain...

In this week’s Market Commentary, Rick Wedell breaks down recent market swings, why diversified portfolios are holding u...
03/12/2026

In this week’s Market Commentary, Rick Wedell breaks down recent market swings, why diversified portfolios are holding up, and how rising oil prices could influence inflation.

Watch the full update:

Recent market headlines have highlighted sharp swings in stock prices, but the underlying performance has been far more stable than the news might suggest.In...

In this week’s Market Commentary, Rick Wedell pushes back on the growing narrative that investors should shift dramatica...
03/10/2026

In this week’s Market Commentary, Rick Wedell pushes back on the growing narrative that investors should shift dramatically toward bonds.

He explains why large allocation changes often encourage market timing and why that behavior historically hurts long-term returns.

Watch the full update:

Recent industry headlines have questioned whether the traditional 60/40 portfolio still makes sense for investors. In this week’s Market Commentary, Rick Wed...

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentime...
03/05/2026

Stocks were mixed in February as AI disruption concerns and escalating geopolitical tensions weighed on investor sentiment. The S&P 500 slipped 0.87% and the Nasdaq fell 3.38%, while the Dow edged up 0.17%. Canada’s S&P/TSX advanced 7.57%. As attention turns to the Fed’s March meeting and its updated Summary of Economic Projections, markets will be watching closely for signals on the path ahead. From 73% of the world’s maple syrup produced in Canada to a \$1.64 billion global market, this month’s by-the-numbers highlights the industry behind one of North America’s most iconic products.

U.S. stocks struggled in February amid fears that artificial intelligence would disrupt a wide swath of industries, unsettling investors. Late in the month, geopolitical concerns weighed on the market amid tensions in the Middle East.

Markets often look past geopolitical conflict.They don’t ignore oil.The expanding Iran war is lifting energy prices, inf...
03/02/2026

Markets often look past geopolitical conflict.
They don’t ignore oil.
The expanding Iran war is lifting energy prices, influencing inflation expectations, and shifting market leadership globally.
This week’s Market Commentary breaks down:
• What’s driving volatility
• How oil affects the Fed outlook
• Why the U.S. may be relatively insulated
• Why diversification still matters
Watch the latest Market Commentary 👉

Markets are responding to an expanded conflict in the Middle East, with the effective closure of the Strait of Hormuz pushing oil prices higher. In this Mark...

Is the U.S. dollar really at risk of losing its reserve currency status or is that just a compelling headline? Our lates...
02/24/2026

Is the U.S. dollar really at risk of losing its reserve currency status or is that just a compelling headline?
Our latest Market Commentary featuring RFG Advisory Chief Investment Officer, Rick Wedell, breaks down what the data actually shows and why disciplined investors should be cautious about reacting to fear-based narratives.

Watch the latest Market Commentary 👉

Is the U.S. dollar actually about to collapse or is that just a great headline?There’s been growing chatter that the dollar is losing its status as the world...

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1....
02/06/2026

Stocks climbed in January as solid economic data offset geopolitical tensions. The S&P 500 rose 1.37%, the Dow gained 1.73%, and Canada's TSX picked up 0.66%, setting multiple record highs early in the month. The Fed held rates steady as expected, with all eyes now on the March meeting. From \$27.5 billion spent in the U.S. to \$97.80 per person in Canada, Valentine's Day spending spans the globe. Check out this month's by-the-numbers.

Stocks climbed in January as the tailwinds of solid economic data offset the headwinds of geopolitical tensions that rattled investors during the month.

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Centennial, CO
80112

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Wednesday 7:30am - 4:30pm
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Friday 7:30am - 4:30pm

Telephone

+13038270990

Website

https://www.cffp.edu/

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