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Virtual Townhall: Giving Circles in Vermont - What Are They and How Can You Get Involved?

May 16, 2022
Giving Circles in Vermont: What Are They and How Can You Get Involved? Tuesday, June 14th, 12-1pm ET Registration link: https://lu.ma/1o99oypu Giving Circles are gaining momentum in Vermont! Join us…

Russia's Invasion of Ukraine and the Stock Market

May 16, 2022
Dear Friends, Russia’s invasion of Ukraine has moved markets from a ‘correction cycle’ to something more substantial in terms of financial, economic, and humanitarian impact. The geopolitical situation…

History Shows That Stock Gains Can Add Up After Big Declines

May 09, 2022
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows…

Bond Returns During Market Turbulency

Apr 26, 2022
Bond returns in the first quarter of 2022 were some of the worst we’ve seen in decades. Many fixed income funds lost money, which can naturally cause anxiety amongst investors. We broke this down into…

New Article: Tax Planning Tools During Times of Uncertainty

Apr 25, 2022
Check out the new article we've published with our *affiliated CPA firm Davis & Hodgdon CPAs on page 71 of the newest issue of Best of Burlington (click on the image below): *Copper Leaf Financial is…