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Copper Leaf Financial Wins 2017 VBM Best in Business Award for Best Financial Planning/Investment Firm

Apr 11, 2017
Copper Leaf Financial is thrilled to be voted as the Vermont Business Magazine (VBM) 2017 BOB Award Winner for "Best Financial Planning/Investment Firm"! VBM's "Best of Business" (BOB) Awards set out…

Copper Leaf Financial Receives Best Financial/Investment Planning Firm Award at Burlington VT Event

May 16, 2017
Members of Copper Leaf Financial and Davis & Hodgdon Associates CPAs were on hand to receive their respective awards at Vermont Business Magazine's Best of Business (BOB) Awards ceremony May 11th at the…

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…

What are Callable Bonds?

Jul 10, 2017
When selecting bonds, it is important to know if a bond is callable. If it is callable – and many bonds are – the issuer has the right to redeem the bond before its maturity date. A callable bond is a…

What is a Registered Investment Advisor (RIA)?

May 22, 2017
U.S. News & World Report, 5/17/17 - Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that's not always the case. Many advisors are only…

What Does the D.O.L. Fiduciary Rule Effective June 9 Mean for You?

Jun 13, 2017
The Department of Labor (DOL) fiduciary rule went into partial effect on June 9, 2017, and is scheduled to be fully implemented on January 1, 2018. What does it mean to you? The fiduciary law, created…

Most Americans Lack Confidence in Financial Advisers

Jun 15, 2017
Article published on www.planadviser.com on May 25, 2017 By Javier Simon EDITORS@ASSETINTERNATIONAL.COM In light of recent financial services scandals stealing headlines, a study by digital wealth adviser…

2017 Quarter 2 Market Review Results Published

Jul 20, 2017
The second quarter global and U.S. market performance results are in! What does it mean to you? We don’t participate in the game of making predictions, nor do we try to forecast economic or market performance.…

How Will You Pay For Long-Term Care?

Mar 20, 2018
In a recent post, we discussed the option of Long Term Care (LTC) insurance and costs associated with purchasing it. If you have made the decision to purchase LTC insurance the next big decision is regarding…

Navigating Volatility in the Stock Market

Apr 05, 2018
Although fluctuations in stock prices are a normal part of investing, a sharp drop in the stock market can be unsettling. These tips might help. Remember that stocks are a long-term investment.Stock prices…