Blog

Welcome Jackie Winkler!

Aug 03, 2020
Welcome Jackie! We are thrilled to announce the addition of Jackie Winkler to Copper Leaf Financial! Jackie comes to us with a business degree from St. Michael's College. For more information see the…

Q2 2020 Market Commentary

Jul 28, 2020
Q2 2020 in Perspective Copper Leaf Financial’s evidence-based investingating portfolios are strategically invested with a focus on a long-term performance objectives. Portfolio allocations and investments…

Cultivating an Abundance Mindset, Even in Difficult Times

Jul 13, 2020
Becca Craig, ABA, CFP®, 6/29/2020 - Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in…

Are some people choosing to get more aggressive in their allocation right now?

Jun 29, 2020
Not everyone is fighting the urge to run for the hills. Some investors are seeing an opportunity to get more aggressive in order to fully capture gains from an eventual rebound. Larry Swedroe weighs in…

Move Past the Immediate, Plan for Your Goals

Jun 23, 2020
Now that you’ve handled what’s urgent, it’s time to focus on what’s important. But what is really important to you? Is it helping those in need? Is it leaving an inheritance for kids or grandkids? Is it…

Financial and Legal Tips for New Parents

Jun 16, 2020
Here are some helpful tips for providing a solid financial foundation for your child. After the birth or adoption of a child, there are three financial and legal things that generally should be taken…

Market Capitalization

Jun 10, 2020
Market capitalization is an important measurement to understand when selecting socks and stocks funds. Market capitalization, also known as market cap, is the total value of a company’s outstanding shares…

Retirement Savings Tips by Age- In your 60s

Jun 03, 2020
The savings and investment decisions you make leading up to your retirement can have a big impact on your financial security in retirement. The following retirement savings tips are designed to help you…

Virtual Event: Principals of Investing

Jun 03, 2020
Magic Show: Foundational Principals of Investing Tuesday, June 16th, 2020Time: 5:30PM – 7:00PMVirtual Zoom Meeting Let’s have some fun! Join us for a virtual roundtable magic show “Foundational Principals…

Retirement Savings Tips by Age- In your 50s

May 27, 2020
The savings and investment decisions you make in the decades leading up to your retirement can have a big impact on your financial security in retirement. The following retirement tips are designed to…