Investment Outlook Blog

Portfolio Positioning As We Enter 2021

Portfolio Positioning As We Enter 2021

There are a number of factors to consider in determining whether the stock market will continue making all time highs or consolidate in 2021. Somethings on our mind are: inflation, record monetary and fiscal policy and a no alternative mentality to equities. The...

401k Rollover: An Informational Guide

401k Rollover: An Informational Guide

ALL INVESTMENTS INVOLVE RISK, YOU SHOULD SPEAK TO A FINANCIAL PROFESSIONAL TO FIND OUT WHAT IS BEST FOR YOUR SPECIFIC FINANCIAL SITUATION. https://www.coppercanyonllc.com/disclosures/ Making the decision to rollover your 401k funds into an IRA account is one of the...

Election, Stimulus Impacts Into The Election

Election, Stimulus Impacts Into The Election

The major indices broke above key pricing levels and the S&P 500 briefly touched above 3500. The uptrend remains intact and investors are in a holding pattern waiting for news on stimulus/or election certainty. The Covid 19 case count continues pushing higher, as...

How to Choose a Financial Advisor? In-Depth Guide

How to Choose a Financial Advisor? In-Depth Guide

We discuss some key things to look for when choosing a financial advisor. W explain why not all financial professionals are created alike. We break down the difference between the fiduciary and suitability standard, and why you should choose an advisor held to the...

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