Copley Financial Group, Inc's Market Update - January 2025

Now that we're halfway through the month of January, I thought it was a good time to share with you my latest market update. In this one, I will cover topics such as the Jobs data, the current status of the government's debt and deficit, how we are positioning your investments against inflation, and how the rising cost of commodities affects your wallets.

I’m also excited to introduce our new video series focused on maximizing retirement income and minimizing taxes, and you should be getting the first video before the month ends.

Matthew Copley

Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.

He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.

https://www.financialplannersandiego.com/matthew-copley
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Copley Financial Group, Inc's Market Update - February 2025

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Claim It Early or Delay? Deciding When to Start Taking Social Security