Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-open
In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation...
Real estate is an asset class that comes up in almost every single client meeting. And, while it is a must-have in any portfolio, real estate is a broad...
If you are a lover of high quality wines that don’t break the bank, this deep dive into the various wine regions of Spain is for you.
In...
2021 was a year full of ups and downs. Will 2022 be the same?
In the latest episode, John and Michael Parise welcome back guest Paul Dietrich...
Have you been wondering what the rest of 2022 has in store for the stock market? Or how the pending Russian/Ukraine conflict, the Build Back Better...