Blog

The Toll of New Trade Tensions and Your Portfolio

May 23, 2019
It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and hard not to notice the up-and-down market activity that went along with it. But what, if any,…

Three Things You May Not Know Life Insurance Can Do

May 08, 2019
There are a few things about Life Insurance that you may not know about - but should! Pay long-term care expenses. Some insurance companies offer the option to add a long-term care rider to a life insurance…

Investing Lesson 11: The Road to Riches Isn't Paved with Dividends

Apr 11, 2019
Larry Swedroe, Director of Research, The BAM Alliance, 1/29/19. Lesson 11: The road to riches isn’t paved with dividends. Despite the fact that traditional financial theory has long held that dividend…

Investing Lesson 10: The Diversification of Risky Assets is as Important as Ever

Apr 10, 2019
Larry Swedroe, Director of Research, The BAM Alliance, 1/29/19. Lesson 10: The world isn’t flat, and the diversification of risky assets is as important as ever. The financial crisis of 2008 caused the…

Investing Lesson 9: They are Called Risk Premiums for a Reason

Apr 09, 2019
Larry Swedroe, Director of Research, The BAM Alliance, 1/29/19. Lesson 9: They are called “risk premiums for a reason”. Many investors have been bemoaning the fact that the value premium—the excess return…

Investing Lesson 8: Inflation Wasn't, and Isn't, Inevitable

Apr 08, 2019
Larry Swedroe, Director of Research, The BAM Alliance, 1/29/19. Lesson 8: Inflation wasn’t, and isn’t, inevitable. One of the most persistently asked questions I’ve received since 2009 is some version…

3 Things to Know About Municipal Bonds

Apr 04, 2019
Municipal bonds are issued by state and local governments and agencies to raise money for public projects, such as building highways and schools. Here are three things to know about them. We can tell you…

The American Opportunity Tax Credit - A Major Tax Break for Paying College Tuition

Apr 02, 2019
Of all the federal tax credits and deductions available to help offset the college expenses you pay, this one has the potential to put the most money back in your pocket if you are eligible to claim it. If…

Copper Leaf Financial Welcomes Audrey Brueckner

Apr 01, 2019
WILLISTON, Vt., April 1, 2019 – Audrey Brueckner has joined Copper Leaf Financial (CLF) as a Client Services Associate.  Audrey graduated from the University of Vermont with a Bachelor’s of Science in…

Copper Leaf Financial Wins VBM's 2019 Best of Business Award for Best Financial Planning/Investment Firm

Mar 28, 2019
For the 3rd year in a row Copper Leaf has won Vermont Business Magazine's Best of Business Award for "Best Financial Planning/Investment Firm"! We are honored to be voted as the best by our clients and…