Archives

Virtual Townhall: The Evolution and Current State of ESG (Environmental, Social, & Governance) Investing

Jan 19, 2023
Wednesday, February 15, 12-1pm ET Guests: Sam & Sarah Adams, founders of Vert Asset Management As part of Copper Leaf Financial’s focus on sustainable investing and planning and sponsored by Vermont…

Virtual Townhall: What is Evidence-Driven Investing and Why Is it Our Strategy?

Jan 05, 2023
Wednesday, January 18, 12-1pm ET: Guest: Jared Kizer, CFA – Chartered Financial Analyst®, Buckingham Wealth Partners What are the five tenets of evidence-driven investing and how does this approach differ…

Copper Leaf Financial Announces Breanna Sykes Has Achieved CFP® Certification

Dec 12, 2022
WILLISTON, Vt., December 12, 2022 – Copper Leaf Financial is thrilled to announce that Wealth Advisor Breanna Sykes has successfully completed the coursework and has passed the CFP® Certification Examination.…

Charitable Giving: Maximize Tax Benefits and “Bunch” Your Charitable Contributions

Nov 21, 2022
The Tax Cuts and Jobs Act (TCJA) became law in December 2017. Most of the law’s changes were implemented in 2018 and are scheduled to sunset after 2025. Under the TCJA, the standard deduction nearly doubled…

Virtual Townhall: 2023 Market Preview with Larry Swedroe

Nov 14, 2022
2023 Market Preview with Larry Swedroe Tuesday, December 6th, 12-1pm ET Registration Link: https://lu.ma/mb7lff73 Guest: Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners Is there…