Copley Investment Management

10/09/2026

Ron's Quarterly Letter to Clients titled The Disciplined Investor. We welcome your thoughts and questions. Have a great weekend.

The Disciplined Investor (October 2026) John Maynard Keynes' Beauty Contest (July 2026) The Myth of Market Timing (April 2026) "Magic Box" in Your Pocket (and why you should ignore it) (January 2026)...

09/14/2026

Good article to read for couples nearing RMD (required minimum distribution) age:

Born before 7/1/49: the year you turn 70 1/2
Born 7/1/49 - 12/31/1950: Age 72
Born 1951 - 1959: Age 73
Born 1960 or later: Age 75

Once one spouse passes away, it is usually prudent for the living spouse to tell the custodian to transfer the balance into their own IRA. The default is for the custodian to set up an Inherited IRA for the surviving spouse which escalates the RMD amounts, increasing the taxes due.

Keep this in mind if/when you have a widowed parent.

WHEN A HUSBAND dies, his widow inherits his IRA. Somewhere in the paperwork of the months that follow there is a decision to make, and nobody presents it to her as one. She can take the account as her own, or she can leave it titled as inherited. Taking it as her own means filling something in. Leav...

10/10/2025

Quarterly letter to clients written by Ron Copley, PhD, CFA titled "Understanding the Importance of Goal Setting". We welcome your comments and questions.

10/02/2025

The credentials that myself (Justin Burgess, CFP®) and Ron Copley, PhD, CFA have earned and retain set us apart.

It is wise to do your research and ask questions regarding credentials, experience and whether or not an advisor puts in writing their fiduciary duty to you as a client.

Liz Miller of "GMA" sponsor Certified Financial Planner professionals shares guidance on taking control of your financial future as we kick off Financial Planning Month.

08/29/2025

Time in the market, not timing the market. It helps to start early but it’s never too late!

Compound interest is what separates the rich from the richer.

07/29/2025

This past weekend my family went to NYC so of course I had to check in on Wall Street!

The S&P 500 just had its 15th record close of 2025.

Questions about how you’re invested?

Give me a call at 910-612-4060

07/28/2025

Fascinating to see the change in value of the largest U.S corporations over the last 30 years!

see more charts and data like this at https://americanbusinesshistory.org/data/

07/18/2025

Make sure your financial advisor is a fiduciary. This means they act in your best interest in all phases of their relationship with you without any conflicts of interest.

Ron Copley, PhD, CFA started CIM as an RIA and has put our fiduciary duty in each of our client letters of agreements since day 1.

Happy Friday!
Justin Burgess, CFP®️

“I want my clients to know, my word is my bond, and my ethics far exceed any legal requirements.

01/09/2025

Happy Birthday to Ron Copley! We are very grateful for his leadership and wisdom and wish him many more.

Ron and I have been serving on the New Hanover County Community Foundation for several years and we want to alert you all to some local and statewide scholarships. For those of you who have students applying for attending colleges, I encourage you check out the following link:

The North Carolina Community Foundation partners with donors to administer scholarship funds for the benefit of students across the state.

10/01/2024

This video titled What If You Only Invested at Market Peaks is too good not to share.

This is the story of Bob, the world's worst market timer. Follow along on Bob's journey as an investor who had the misfortune of only investing his savings a...