Canopy Wealth Management Blog
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As an independent, fee-based firm specializing in customized investment portfolio management, tax-aware wealth planning, and personalized client service, consider us a steward along your financial journey - from accumulation to distribution - because you deserve more than a run-of-the-mill experience. Want to learn more about retirement, social security, or estate strategies? We have a wealth of..
Canopy Wealth Management Blog
3d ago
Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. On Tuesday, markets ..read more
Canopy Wealth Management Blog
3d ago
As we inch closer to the second half of 2024, we’ll give you three reasons to be optimistic about the outlook for the financial markets. We have an election on the horizon, so you’ll likely hear mixed messages about the economy’s ..read more
Canopy Wealth Management Blog
3d ago
Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band ..read more
Canopy Wealth Management Blog
2w ago
Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies ..read more
Canopy Wealth Management Blog
2w ago
Some have been waiting for the Fed to lower interest rates and confirm it will ease monetary policy, which may result in lower home mortgage rates, credit card rates, auto loans, and so forth. However, the Fed went another route at ..read more
Canopy Wealth Management Blog
2w ago
I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do You Need,” I click on it. So when I saw the CNBC article, “You’ll need at least $1 million to retire comfortably in these 10 U.S. States ..read more
Canopy Wealth Management Blog
2w ago
Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still ..read more
Canopy Wealth Management Blog
2w ago
Warren Buffett, the “Oracle of Omaha,” held court at the annual Berkshire Hathaway meeting in early May. Few events on the American business calendar are so hotly anticipated, and there is no hotter ticket in Nebraska- perhaps the ..read more
Canopy Wealth Management Blog
3w ago
Over the next four weeks, the vast majority of publicly traded companies will update shareholders on business conditions in Q1. It's called "earnings season," and it happens four times a year. So buckle up because it's relatively ..read more
Canopy Wealth Management Blog
1M ago
I recently read an article in which a financial columnist for a major publication was the victim of an elaborate and expensive scam. The con transpired over several hours, but it began with a phone call from a "trusted" retailer's ..read more