In this month's market update, I break down the one big beautiful bill and what it could mean for Social Security benefits, taxes, and SALT deductions. We’ll also cover the latest economic data, including the impact of tariffs and immigration, and examine why the Federal Reserve is in such a tough spot right now.
Finally, I share my perspective on where investment opportunities may be emerging in today’s uncertain market environment.
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.
