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Edgecombe & Coplin, Wealth Strategies, LLC
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  3. USA Financial Trending Report and Trend Tracker

USA Financial Trending Report and Trend Tracker

DOWNLOAD: USA Financial Trending Report

DOWNLOAD: USA Financial Trend Tracker

The USA Financial Trending Report is a quarterly update from USA Financial Portformulas CEO, Michael D. Walters including an educational discussion regarding the state of our  marketing, economy, and other factors that may impact your investment accounts. Also published is the monthly Trend Tracker, giving special attention to current market indicators and RAM® Score and Mapper Score™, exclusive proprietary formulaic trending calculations we pioneered in order to eliminate emotion and provide direction in investing. USA Financial Portformulas is one of the entities that we work closely with as an asset management partner. These updates give you an understanding of what may be on the horizon, as well as how some of the proprietary investment management tools used by Portformulas are reading the market. Be sure to check back around the middle of every month to view the most recent USA Financial Trending Report and/or Trend Tracker.

Resources

  • FREE Retirement Guide
  • FREE Financial Newsletter
  • FREE Reports
  • USA Financial Trending Report
  • Economic Updates
  • Useful Websites
  • Financial Calculators

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone:  (253) 848-2840
Toll Free: (800) 223-8945
Fax: (253) 848-0207
Email: info@ecws4u.com

315 39th Ave SW #5, Puyallup, WA 98373

Office Hours:
Monday-Thursday: 8:00am-4:00pm
Friday: 8:00am-2:00pm

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© Copyright 2014 Edgecombe & Coplin Wealth Strategies, LLC. All rights reserved.

Status as a member of the H.S. Dent Advisor Network does not imply a certain level of skill or training.

Don Coplin, Levi Edgecombe, Mike Smolko, and Drew Coplin are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org  A Registered Investment Adviser Located at 6020 E. Fulton St., Ada, MI 49301. Edgecombe and Coplin Wealth Strategies is not affiliated with USA Financial Securities.

Levi Edgecombe, Donald Coplin, Mike Smolko, Drew Coplin are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:(Don: AZ; CA; CO; CT; FL; GA; ID; IL; MO; MT; NC; NH; NY; OR; PA; TX; VA; WA) (Levi: AK; AZ; CA; CO; CT; FL; GA; ID; IL; MO; MT; NC; NH; NY; OR; PA; TX; VA; WA) (Mike: WA) (Drew: WA). For investment advisory services these states include: (Don: AZ; CA; CO; CT; FL; ID; IL; MO; MT; NC; NH; OK; OR; PA; TX; VA; WA)  (Levi: AK; AZ; CA; CO; CT; FL; ID; IL; MO; MT; NC; NH; OK; OR; PA; TX; VA; WA) (Mike: WA) (Drew: WA). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation

© 2019 Donald Coplin. All rights reserved.

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