Blog

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…

Virtual Townhall: Estate Planning Basics and What You Need to Know About Digital Assets

Apr 18, 2022
Estate Planning Basics and What You Need to Know About Digital Assets   Wednesday, May 18th, 12-1pm ETRegistration link: https://lu.ma/f4mj2rqq   Estate Planning in Vermont can be complicated. What…

10 Things to Know About ABLE Accounts

Apr 12, 2022
ABLE accounts offer some people with disabilities a way to save for qualified expenses without compromising their eligibility for certain means-tested federal benefits. Here are 10 things to know about…

Senators Call for Restoring Tax Breaks for Donors Who Don’t Itemize Their Returns

Mar 29, 2022
Lawmakers in both parties called Thursday for restoring the charitable deduction for donors who don’t itemize their taxes, a priority for nonprofits nationwide, but a key senator was noncommital on the…

Virtual Townhall: Your Essential Guide to Sustainable Investing

Mar 21, 2022
Wednesday, April 20th, 12-1pm ETRegistration link: https://lu.ma/eyedbhjz Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your…

How Philanthropists And Foundations Can Help Ukraine

Mar 21, 2022
The humanitarian crisis in Ukraine is heart-wrenching and complex. In many respects, it’s similar to a natural disaster but it also poses distinct challenges that require both immediate and long-term support. Philanthropists,…