Copeland Wealth Management LLC

Copeland Wealth Management LLC In 2010, Rob Copeland founded Copeland Wealth Management, LLC in response to what he saw as the failing financial system.

Banks, Brokerage Firms, and Insurance companies with whom he and other financial advisors trusted their client's money with seemed to be drifting away from doing what was in the best interest of their clients to doing what is best for their bottom line. 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 ba

lance between these two objectives. Rob felt like this balance had been lost, therefore, He started Copeland Wealth Management, a client first Registered Investment Advisor geared toward helping clients meet their financial goals and objectives through independent and objective advice.

08/19/2022

Posts from Copeland WM for 08/19/2022 -

Last month, I wrote that good news on inflation could be the catalyst that gets the market moving. Well, that good news materialized on August 10: Inflation rose 8.5% in July, down from 9.1% the previous month.

07/21/2022

Posts from Copeland WM for 07/21/2022 -

In last month’s blog, I explained that good news on inflation could serve as the catalyst to break stocks out of their long slump. Well, the latest inflation data, issued on July 13, are the opposite of good news: Consumer prices rose more than 9% on an annualized basis in June, the worst reading...

06/20/2022

Posts from Copeland WM for 06/20/2022 -

If you're a stock investor, 2022 has been a seemingly endless progression of bad news. The Dow Jones Industrial Averages index is down 16% for the year, the S&P 500 is off 21% and the NASDAQ Composite has fallen 30%. When will it end?

05/23/2022

Posts from Copeland WM for 05/23/2022 -

The stock market has looked at higher inflation and rising interest rates, and to say that it doesn't like what it sees would be an understatement. Since the beginning of the year, the S&P 500 index is down 18%, while the Nasdaq Composite is off by a stomach-churning 27%. The Dow Jones Industrial Av...

04/28/2022

Posts from Copeland WM for 04/28/2022 -

Netflix and Facebook were two powerhouse stocks during the pandemic, rising 100% and 38% respectively between early 2020 and the Fall of 2021. But in recent months, each has fallen hard: As of April 22, Netflix had crashed 69% from its highs, and Meta (as Facebook's parent is now called) had plunged...

03/20/2022

Posts from Copeland WM for 03/20/2022 -

The start of 2022 has been very volatile, especially in the technology sector, where investors have continued pulling their money out of high-growth and richly valued shares. In less than three months, the tech-heavy NASDAQ Composite index has plunged more than 12%, bringing the index into correctio...

02/20/2022

Posts from Copeland WM for 02/20/2022 -

You've heard of diversification: Spreading your investments around to avoid being over-exposed to any one type of asset. Done properly, diversification can help reduce the volatility of your portfolio over time while keeping you on track to meet your growth goals.

01/20/2022

Posts from Copeland WM for 01/20/2022 -

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 stocks during the pandemic, and signaling that it will soon begin raising interest rates as wel...

12/20/2021

Posts from Copeland WM for 12/20/2021 -

Cryptocurrencies have taken off. Just 12 years since the debut of Bitcoin, the first crypto, the total value of all cryptocurrencies has soared to more than $2 billion globally. That's more than twice the value of U.S dollars in circulation.

11/19/2021

Posts from Copeland WM for 11/19/2021 -

Inflation is back. U.S. consumer prices rose 6.2% year-over-year in October, the steepest increase in more than 30 years, as a flood of cheap money surging met consumer demand and supply chain bottlenecks.

10/15/2021

Posts from Copeland WM for 10/15/2021 -

The stock market has been choppy for several weeks now, with the S&P 500 index down about 4% since the beginning of September. And with rising inflation, supply-chain disruptions and the fate of the infrastructure bill all weighing on investors' minds, there's no immediate turnaround in sight.

09/21/2021

Posts from Copeland WM for 09/21/2021 -

On September 9, the S&P 500 closed at 4,459, down 1.7% from the day before. Four days later it was down another .36%, before climbing by .86% the following day. Two days later, the index had dropped 1.1% from the previous level. In two weeks, the S&P fell a total of 2.25%.

Address

124 Franklin Street
Clarksville, TN
37040

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 5pm
Saturday 8am - 9pm
Sunday 8am - 9pm

Telephone

+19312451930

Website

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