Blog
Virtual Townhall: Can a Private Foundation Help You Achieve Your Charitable Goals?
Mar 21, 2023
Wednesday, April 19, 12-1pm ET:
“Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?”
Guest: Jessica Donahue, Foundation Source
Registration link: https://lu.ma/8mc14053
As…
Addressing the Current Bank Crisis
Mar 16, 2023
We typically don’t comment on breaking news until actionable items are clear. In light of multiple bank failures this week, it seems appropriate to discuss this in real time.
Before taking a look at…
Virtual Townhall: Is it Time to Update Your Estate Plan?
Feb 27, 2023
Is it Time to Update Your Estate Plan?
Wednesday, March 15, 12-1pm ET
Guest: Adam Bartsch, Esq., NorthEast Estates and Trusts
Registration Link: https://lu.ma/h70gmfp0
As part of Copper Leaf Financial’s…
New Year. New Rules. It’s Time for a Review of Your Benefits.
Feb 09, 2023
Copper Leaf Wealth Advisor Breanna Sykes has published a new article including a list of 5 important benefits that everyone should review as part of your 2023 resolutions! The article, published on LinkedIn,…
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…
Giving Thanks This Holiday Season: 5 Smart Ways to Give
Nov 03, 2022
Copper Leaf Wealth Advisor Breanna Sykes has published a timely new article that includes some smart ways to give this holiday season. The article, published on LinkedIn, provides some great insight:
Here…
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