Blog

3 Things to Know About Disability Insurance

Jul 11, 2022
Disability insurance is designed to replace part of your income for a period of time when you are too sick or injured to work. The benefit payments you receive can help you cover your living expenses. There…

Five Ways to Pay for College

Jul 11, 2022
Copper Leaf Financial Wealth Advisor Breanna Sykes has published a new article on LinkedIn that includes some important college funding considerations that should be addressed sooner rather than later…

Is a Recession Coming?

Jun 21, 2022
With negative returns in several asset classes and rumors of the Fed's interest rate campaign putting further pressure on the stock market, some economists are calling for a recession. But what does that…

Choosing the Right Retirement Plan for Your Business

Jun 09, 2022
A retirement plan is a great way for business owners and self-employed individuals to build wealth for retirement. Retirement plans are also a useful method to attract and retain better employees. Most…

Virtual Townhall: Establishing Trusts for Special Situations

Jun 09, 2022
Establishing Trusts for Special Situations Tuesday, July 19th, 12-1pm ET Registration Link: https://lu.ma/4f4utt7a  Trusts and the right kind of trustee could play an important role in your family’s…

Retiring in an Uncertain World

May 24, 2022
The 2020s have been turbulent. Just as the COVID-19 pandemic was starting to recede, Russia’s invasion of Ukraine shocked the world. Inflation, dormant since the early 1980s, is now back in force, threatening…

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…