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Quarter Four Market Results: Stay the Course; Balanced and Diversified

Jan 19, 2016
The fourth quarter global and U.S. market performance results are in! Copper Leaf Financial’s review of the quarter’s market performance is now published and available to view online. Simply click here. Simply…

2016 Quarter One Market Results: Stay the Course and Keep a Long-term Mindset

Apr 14, 2016
The 2016 first quarter global and U.S. market performance results are in! You can easily access the quarterly review newsletter now published by clicking here. When markets fall even the most experienced…

Two Reasons You Should Invest Globally

Jun 22, 2016
Adding international investments to your portfolio offers two potential benefits: diversification and growth. 1. Diversification. Because U.S. and international markets sometimes experience ups and downs…

Simplify Your Finances: Investing

Jul 06, 2016
Investing Consolidate your retirement accounts. If you have retirement accounts with former employers, consider consolidating them in an IRA or your current employer’s retirement plan. Fewer retirement…

40 Financial Things to Know by Age 40: Part Two

Sep 28, 2016
Knowing these key financial things can help you manage your finances today and lay a solid financial groundwork for your next 40 years.   College Planning   Savings may cost less than borrowing.   Think…

Building Retirement Savings at Any Age: Part One of Three

Oct 17, 2016
In Your 20s and 30s: Start Saving Early. Time is the greatest ally you have when saving for retirement. Why is that? The longer your savings have to compound, the less money you may need to contribute…

Start Living Your Bigger Life Now: Begin with a Plan

Oct 19, 2016
If you suddenly received $10 million and the diagnosis that you had only 10 years to live, what would you start doing? What would you stop doing? The specific dollar amount that triggers your personal…

Building Retirement Savings at Any Age: Part Three of Three

Oct 21, 2016
In Your 60s: Check Your Progress. Retirement may have seemed like a distant dream when you first began to save for it, but by the time you reach age 60, retirement may be in the near future. It is time…

Taking Advantage of Rising Interest Rates with a Bond or CD Ladder

Oct 28, 2016
What is a bond or CD Ladder A ladder is a strategy that staggers the maturity dates of individual bonds and certificates of deposits (CDs) in order to provide you with frequent access to portions of…

Five Things Recent Grads Should Know About Saving for Retirement

May 18, 2017
Your income may be tight and your expenses plentiful if you’ve recently graduated from college and begun working. Between paying your living expenses and perhaps making student loan payments, there may…