Setting financial goals for the New Year are important because it provides a target to strive for throughout the year. The most common goals are budgeting expenses, saving more for retirement & utilizing different investment accounts to become more tax efficient. Everyone’s financial goals will be different, but one thing we all share is a desire to better ourselves financially for 2021.

Disclosure There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, options and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

Copper Canyon LLC is a State of Florida Registered Investment Advisor. More information can be found about our firm by visiting and typing Copper Canyon LLC into the search box. All information detailed should not be interpreted as investment advice and you should do your own research before making an investment decision. CRD# 286061. Dylan Quintilone CRD#6732024, Paul Clay CRD#7145606.

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