Contrary to popular belief, which is reinforced by the constant barrage of Medicare advertisements and mailers, you are not able to just alter your Medicare coverage whenever you choose.

Gambling can either be a disastrous or enjoyable small game amongst friends. For instance, there's a distinction between, say, losing a $100 wager on your preferred NFL team and going bankrupt at ninety.

We're revamping our client services by introducing our support channel. From now on, any inquiries you have regarding your accounts (via email), please add support@copleyfg.com as the recipient. We're introducing this approach to have anyone from our staff help you in any matter you have, leading to an even faster response time from our end.

According to statistics recently analyzed by Fidelity Investments on its retirement account customers, 37% of Baby Boomers—those born between 1946 and 1964—have larger equity holdings than they should.

We are still dealing with the merger of Charles Schwab and TD Ameritrade, and there is a date when this will be completed. Also, the BRICs (Brazil, Russia, India, and China) have made a decision regarding their currency that would impact the US Dollar. And we have a new BIP offer that I want to review with you.

Following a quiet period, the market for initial public offerings (IPO) is beginning to heat up, which may have some people wondering, "What is an IPO?"

Despite more than 18 months of warnings from economists, strategists, and other market experts, the United States economy has thus far avoided a recession.

As sustainable, responsible, and impact investing (SRI) continues to gain popularity, more investors have questions and are curious to see if it is right for them.

Tell me if this sounds familiar: You are making your first summer vacation plans in what seems like an eternity, confirming dates with relatives and scrambling to book flights and lodging. You suddenly realize that this vacation will cost you more than you have ever paid.

The first thing is the TD Ameritrade transfer to Charles Schwab. I'll tell you what this means for your account and what will change. I want to update you on what's happening with the financial markets and the implications of the Federal Reserve pausing the interest rate increases.