Copper Square Private Wealth, LLC

10/04/2022

The medicare open enrollment period starts October 15. Looking to switch or drop a plan? If so, read this refresher and download the checklist: https://bit.ly/3yc8uuO

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

08/24/2022

College costs have increased 169% since 1980! Saving and planning early has never been more important...

The month of August is when many parents are preparing to send children back to school this fall. While the checklists grow and the kids soak in the last few minutes of summer break, it’s important to remember college planning and back-to-school shopping. While getting an education can be difficul...

08/17/2022

You’re Invited!

College tuition costs have increased on average 5.9% annually since 1983 and the typical family pays more than expected for college from their own pocket, 53% from income/investments in 2020-21. Are you prepared?

Join us for a free webinar on College Planning Essentials

Wednesday, August 31, 2022 at 5p PDT

We will discuss:
*Discover how a college degree can pay off with higher income, lower unemployment & other benefits
*See how quickly tuition costs are rising and what you can expect to pay
*Learn what financial aid is, how it works and why it’s important to invest for the expenses not covered by free grants and scholarships
*Make informed decisions about how much to contribute, when to start, where to invest and which strategies can help your money work hardest
*Receive a checklist ‘What Issues Should I Consider to Fund My Child’s Education’ for signing up.

Register Here: https://bit.ly/3dCKyth

College Planning

07/21/2022

Retirement in the past meant a time of leisure but did you know almost 1 million retirees reentered the workforce in 2022?

Retirement planning is a primary reason for long-term saving, and when people think about retirement, finances are often the focus. However, it is important to also look at the non-financial aspects of transitioning from the world of work to the world of leisure.

07/14/2022

You’re Invited!

Let me help you avoid investing mistakes you may not know you’re making. Since WWII, there have been 3 bear markets - out of a total of 12 - that didn’t precede a recession and the average length of recessions going back to 1857 is less than 17.5 months. Are you prepared?

Join us for a free webinar on the ‘Psychology of Investing.’

Wednesday, July 27, 2022 at 5p PDT

We will discuss:
What behaviors to watch out for
The impact they can have on your wealth
How to minimize the impact of emotions on your investments

Register Here: https://bit.ly/3cfBfPi

Join us for a free webinar on the ‘Psychology of Investing.’

07/12/2022

Good read on the average length of every bear market since WWII and how many times this has lead to a recession. Are you prepared?

A 16th-century proverb advises: “It’s unwise to sell a bear’s skin before catching it.” That’s one of the stories used to explain why, in modern times, Wall Street types call someone who sells a stock expecting its price to drop a “bear.” It follows that a market in which securities or...

06/21/2022

An interesting perspective in this read, CV-19 started spreading globally to begin the year, yet the markets finished the year in positive territory...

It was December 2020 and 18 months later, it is close to crossing 30k again… The last time the DJIA crossed 30,000 was early December 2020 and investors were worried that the markets were over-sold. Now the DJIA is set to cross 30,000 again in June 2022 but it’s headed the other way – and inve...

05/26/2022

CSPW can assist business owners, HR, and Finance teams evaluate 401(k) providers-whether you want to assess your current plan or find a new provider that better fits your company's needs. Learn more: https://bit.ly/3air2At

05/19/2022

Investors with a financial plan in place may find comfort in knowing Monte Carlo simulations take these draw downs into consideration

The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons regarding risk and diversification. For savvy investors, a bear market also creates a period for looking beyond emotional headlines and st...

05/05/2022

Planning to retire one day? If so, understanding the Principles for a successful retirement can help you get there. Learn more: https://bit.ly/3kFaNiQ

04/27/2022

Does the market volatility have you watching your 401(k) account balance? If so, perhaps you should evaluate your SDBA.
Learn more: https://bit.ly/38qzRHo