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3 Things to Know About the Electric Vehicle Tax Credit

Aug 05, 2020
1. You may be able to claim a federal tax credit worth up to $7,500 for purchasing a qualifying electric vehicle or plug-in hybrid vehicle. The amount of the credit depends on the vehicle’s battery capacity. 2.…

Welcome Jackie Winkler!

Aug 03, 2020
Welcome Jackie! We are thrilled to announce the addition of Jackie Winkler to Copper Leaf Financial! Jackie comes to us with a business degree from St. Michael's College. For more information see the…

Q2 2020 Market Commentary

Jul 28, 2020
Q2 2020 in Perspective Copper Leaf Financial’s evidence-based investingating portfolios are strategically invested with a focus on a long-term performance objectives. Portfolio allocations and investments…

Cultivating an Abundance Mindset, Even in Difficult Times

Jul 13, 2020
Becca Craig, ABA, CFP®, 6/29/2020 - Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in…

Are some people choosing to get more aggressive in their allocation right now?

Jun 29, 2020
Not everyone is fighting the urge to run for the hills. Some investors are seeing an opportunity to get more aggressive in order to fully capture gains from an eventual rebound. Larry Swedroe weighs in…