Market Update

Stocks have rebounded almost to the same level in 2023 as they decreased in 2022. But why? And what could it mean for the future of Bonds? Joe Cope, CFP answers your questions in this week’s #MarketUpdate.

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Estate Planning: Why the Tax Code Punishes Success and How to Fix It

Donor Advised Funds: How to Build a Family Legacy and Giving to Charity in a Strategic Way

ESOPs: How to Sell Your Business to Your Employees

Phantom Equity: How to Provide a Financial Stake in the Success of Your Company to Your Employees

Deferred Compensation: How to Implement a Mid-Term Bonus Plan for your Key Employees

Becoming Dispensable to your Business

Business and Personal Financial State of the Union: Valuable Tips Towards Financial Independence

Value Drivers: How to Get Top Dollar for the Sale of Your Company

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COPE CORRALES is an independently owned and operated firm located in Washington, DC. Please check out the background of our financial professionals on FINRA’s BrokerCheck website. Please review important Disclosure information set forth in this website.
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