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December 28, 2010 ABC 13 Invites Wayne Copelin, President of Copelin Financial Advisors, to Offer His Insight on Making Money Saving Resolutions for the New Year

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December 28, 2010 ABC 13 Invites Wayne Copelin, President of Copelin Financial Advisors, to Offer His Insight on Making Money Saving Resolutions for the New Year ABC 13 "Stretch Your Dollar," December 28, 2010 ABC 13 invites Wayne Copelin, president of Copelin Financial Advisors, to offer his insight on making money saving resolutions for the New Year. Tips from Copelin include having three to six months of cash reserves saved for emergency situations and to determine how much money is being spent on non-essentials. Urging to save early for retirement, Copelin explains that, “25-30 percent of our lifespan is spent in retirement, after we stop producing an income.” CNBC “Squawk on the Street,” December 14, 2010 Wayne Copelin, president of Copelin Financial Advisors, returns to CNBC to offer his insight on market activity and investment advice. “The stock market is looking good for the next two quarters and even into the third quarter of next year…We started lightening our bond position and as of three weeks ago we are zero dollars in bonds,” explains Copelin. Fox Business News, December 8, 2010 Fox Business News host Cheryl Casone speaks with Wayne Copelin, president of Copelin Financial Advisors, about potential tax policy. Copelin explains that a set plan from Congress would help alleviate the uncertainty that has been plaguing the markets and economy. However, the main problem has been spending, and it will remain an issue. The government needs to take drastic measures to reduce the massive deficit. Fox 26 “Wake Up Money,” November 23, 2010 Copelin Financial Advisors president Wayne Copelin makes a return appearance on Fox 26 “Wake Up Money” to offer viewers insight on inflation concerns. “We have been planting the ingredients in our system within the last couple years that can’t help but lead to inflation – not just the two or three percent a year that’s healthy, but perhaps pushing up to the double digits,” offers Copelin. Fox Business News, November 19, 2010 Wayne Copelin, president of Copelin Financial Advisors, appears on Fox Business News to offer his perspective on economic issues facing the United States today. “From January 2009 to March 2010, the Fed pumped $1.7 trillion of new money into the economy...That was supposed to drive unemployment down and move the economy – it didn’t work. Now the Government wants to do it again with $600 billion. This reminds me of the definition of insanity – doing the same thing over and expecting different results,” explains Copelin. CUNA “Home & Family Finance Radio,” October 31, 2010 “Home & Family Finance Radio” host Paul Berry interviews Wayne Copelin, president of Copelin Financial Advisors, to learn about why he is seeing more clients seeking an early retirement due to corporate stress. Houston Business Journal, October 8, 2010 Copelin Financial Advisors president Wayne Copelin is featured in the Houston Business Journal’s “Money Journal.” Copelin shares that investing is long-term by nature; trading is traditionally short-term. However, the past 10 years have taught us that the time horizon for a specific investment, or even an investment class, should not be considered long-term simply because it was a solid investment when purchased. Bankrate.com, October 7, 2010 Bankrate.com contributor Jennie Phipps features Copelin Financial Advisors president Wayne Copelin in an article about early retirement. Copelin recommends that people consider specific retirement planning issues before they make the leap. “Can you deal with downsizing? If you can't count on finding work that replaces most of your previous salary, can you be happy living on less? You're going to be stretching your resources to last at least 30 years and it's hard to guess what life and the economy will be like that far down the road,” explains Copelin. Dow Jones “Financial Adviser” Blog, September 28, 2010 Wayne Copelin, president of Copelin Financial Advisors, is featured in a piece by Dow Jones reporter Peter McDougall, which outlines Copelin’s work with a client’s estate plan. Copelin had to create a plan that could pass a 45-year-old mother's assets to her teen-age daughter, without incurring more tax than necessary or dropping more money into the girl's lap than she could handle Fox 26 “Wake Up Money,” September 27, 2010 Fox 26 invites Wayne Copelin, president of Copelin Financial Advisors, back to offer viewers information on retiring early. Wayne asserts that many clients have been seeking an early retirement due to increased corporate stress. “First you need to determine if the stress is temporary or permanent…if the stress is unending, consider your earned and unearned sources of income. Do you have enough to retire now and how will your lifestyle change as a result?” CNBC “Squawk on the Street,” September 24, 2010 Mark Haines and Erin Burnett of CNBC turn to Wayne Copelin, president of Copelin Financial Advisors, for his insight on market movements and investment strategies. “Most of my clients are retirees and pre-retirees; therefore, we are not real transaction driven. We are broadly allocated,” says Copelin. The Wall Street Journal, August 22, 2010 Dave Kansas of The Wall Street Journal quotes Wayne Copelin, president of Copelin Financial Advisors, in an article about beating low interest rates. Copelin offers information on the investment strategies he is employing for clients in the low rate environment. This article also appears in: Yahoo! Finance, Aug. 21, 2010 MarketWatch.com, Aug. 21, 2010 Bankrate.com, August 18, 2010 Bankrate.com reporter Sheyna Steiner features Copelin Financial Advisors president Wayne Copelin in a piece detailing the Federal Reserve’s purchasing of Treasury bonds in the hopes of fighting deflation and bolstering the economy. "Rates are either going to stay flat or go up but when they go up its going to be hard on bond principal," says Copelin. "In December of '93, the Fed Funds rate was 3 percent. Fourteen months later, rates had doubled. Fox 26 “Wake Up Money,” August 16, 2010 Wayne Copelin, president of Copelin Financial Advisors, is featured in a Fox 26 “Wake up Money” segment where he offers viewers insight on old investing adages that no longer hold true. Wayne offers, “I would not be nearly as aggressive as I was five years ago…I would also question advisors who say invest your money in good companies and leave it there.” FoxBusiness.com, August 13, 2010 FoxBusiness.com “Boomer” columnist includes expert advice from Wayne Copelin, president of Copelin Financial Advisors, in an article about purchasing a retirement home. Copelin outlines three key items to consider in this situation, including where to retire and how much to spend. He stresses the importance of purchasing a house fit for the individuals’ needs. Bankrate.com, August 12, 2010 Sheyna Steiner of Bankrate.com features Wayne Copelin, president of Copelin Financial Advisors, in an article about the possibility of deflation. Copelin recommends that investors focus on diversifying their portfolios and stashing cash, which will gain purchasing power if deflation occurs. "A well-diversified portfolio will have some protection against a deflationary environment - - such as cash and high-quality government and corporate bonds," Copelin explains. This article also appears on: CNBC.com, September 23, 2010 FoxBusiness.com, September 23, 2010 Yahoo Finance, August 12, 2010 The Wall Street Journal, July 19, 2010 Sam Mamudi of The Wall Street Journal quotes Wayne Copelin, president of Copelin Financial Advisors, in a piece examining if a buy-and-hold strategy is smart for investors in today’s market. Copelin sights the two bear markets that impacted investors’ portfolios poorly over the last two decades as reason to avoid this tactic. “We've heard for years from money managers that 'it's not about timing but time in the market,' but then you notice that the ones pitching this are the ones that make money if you stay fully invested," says Copelin. .
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