Market Update
November 19, 2021

As we approach the year’s end, look out for market volatility during this holiday season. Faster tapering? A hike in interest rates? Joe Cope, CFP discusses this and more in this week’s market update.

Business Owners Series

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

Should a fast growing company or highly appreciated stock be part of your estate? Watch to learn more.

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

If you would like to learn more about Donor Advised Funds and whether they are a fit for your wealth plan, we would welcome a conversation.

ESOPs: How to Sell Your Business to Your Employees

Have you considered selling to your employees as part of your exit strategy? And even more so, would you like to eliminate the tax bite the IRS takes when selling your business? Watch to find out more.

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

How do you incentivize employees to act like owners and reward them for future growth of the company, without being owners? Watch and find out.

Deferred Compensation Plans

When implemented correctly, a deferred compensation plan should make you money, grow your company, and allow you to keep and recruit key employees.

Becoming Dispensable to your Business

Becoming dispensable may sound counterintuitive but is imperative to building the value of your company. So that you can sell your company when you want, to whom you want and for the price you want.

Business and Personal Financial State of the Union

Properly managing risk could be the difference between a state of constant worry about your portfolio or feeling like you are in control of your financial life. What risks should you look out for? Watch to learn more.

Value Drivers

What will get you top dollar for your company? Maximizing and optimizing your company’s Value Drivers. Discover more about your company’s unique Value Drivers

Wealth Management Series

3 Fundamental Investment Risks and How to Avoid Them

Properly managing risk could be the difference between a state of constant worry about your portfolio or feeling like you are in control of your financial life. What risks should you look out for? Watch to learn more.

9 Reasons Why You Need a Financial Plans

Watch to find out the 9 reasons why you need a financial plan to help you prepare for your future, amidst a world of uncertainty.

Past Market Updates


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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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