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GivingTuesday

Nov 19, 2020
GivingTuesday is a global day of generosity that will take place on Dec 1, 2020. It is a global generosity movement, unleashing the power of people and organizations to transform their communities and…

New Podcast: Diversity and Inclusion Breaking Money Silence®

Nov 09, 2020
Copper Leaf Financial is thrilled to sponsor the new podcast series Diversity and Inclusion Breaking Money Silence® by Kathleen Burns Kingsbury! The new episode: "IntersectionAllies: How to Make Room…

Rebalancing Your Portfolio: Why, When, and How to Do It

Nov 05, 2020
Rebalancing your portfolio by restoring it to your target allocation can help manage risk and keep your investment plan on track. Here are a few things to know about rebalancing. Why rebalance your…

3 Legal Documents You May Need if You Become Sick or Injured

Oct 29, 2020
 Here are the three legal documents you may need if you become sick or injured:  1. Health care proxy. A health care proxy, also known as a durable power of attorney for health care, is the document…

Free Webinar: 2021 Market Forecast

Oct 28, 2020
2021 Market Forecast Tuesday, December 1, 2020Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting 2020 has been a record setting year when it comes to change, uncertainty and market and economic turmoil.…