Copperline Wealth Management & Planning

01/09/2023

If 2022 was about recognizing imbalances that had built in the economy and starting to address them, we believe 2023 will be about setting ourselves up for what comes next as the economy and markets find their way back to steadier ground. Ready for a look ahead?

2023 Market Outlook: LPL Research takes a look at the year ahead

01/09/2023

Here's to a new year full of possibilities. Happy New Year from the Copperline crew!

12/22/2022

Warmest thoughts and best wishes for a wonderful Christmas!

12/19/2022

The top meme stocks in 2022 included Bed Bath and Beyond, Blackberry, and Nokia*. While those meme stock rallies may not have been as big as those involving GameStop or AMC, meme stock activity does seem to be part of the market. But are they here to stay?

Meme stocks continued to impact the market in 2022. LPL Financial explores how these investments may continue to disrupt strategies in 2023.

12/02/2022

Creating spending categories and saving early can keep expensive surprises at bay — and prevent a holiday spending hangover.

The holidays are expensive, so it's best to go into the season with a budget. To build a holiday budget, create spending categories and start saving early.

11/24/2022

Happy Thanksgiving to our clients, community members, and friends! What better time for us to tell you how grateful we are for all of you. Enjoy the holiday!

11/14/2022

Since there isn’t a crystal ball to predict what will happen with the economy, let's focus on what we know. Here are some of the most common inflation-related questions and answers.

LPL Financial focuses on what we know addressing some of the most common inflation-related questions and answers from investors. Learn more.

10/27/2022

Over the past 100 years, the supposed sign of an oncoming financial crisis has been a Philadelphia-based baseball team winning the World Series:

1929 - Athletics (Won WS)
1980 - Phillies (Won WS)
2008 - Phillies (Won WS)
2022 - Phillies ???

Go Astros!??!

10/21/2022

This week, the IRS tax inflation adjustments for the 2023 tax year were released. While the adjustments won’t apply until the 2023 tax year (filed in 2024), understanding these changes is essential to each investment strategy.

Want to learn more? Give us a call at 307.586.1880 to discuss your investment options.

While the adjustments won’t apply until the 2023 tax year (filed in 2024), understanding these changes is essential to your investment strategy for 2022.

10/13/2022

Copperline Wealth Management & Planning is here to help you plan for life events that have an impact on your financial future.

Schedule a meeting at 307.586.1880 to form a plan for your financial pathway forward.

09/30/2022

Ahhh, the autumn weather has finally kicked in! We're sure excited to enjoy the weekend of fall colors and cooler temps while they last.