Russia’s Invasion of Ukraine and the Stock Market
Dear Friends, Russia’s invasion of Ukraine has moved markets from…
History Shows That Stock Gains Can Add Up After Big Declines
Sudden market downturns can be unsettling. But historically, US equity…
Bond Returns During Market Turbulency
Bond returns in the first quarter of 2022 were some…
10 Things to Know About ABLE Accounts
ABLE accounts offer some people with disabilities a way to…
Senators Call for Restoring Tax Breaks for Donors Who Don’t Itemize Their Returns
Lawmakers in both parties called Thursday for restoring the charitable…
How Philanthropists And Foundations Can Help Ukraine
The humanitarian crisis in Ukraine is heart-wrenching and complex. In…
Declutter and Organize Your Finances
These easy tips can help you tidy up and organize…
Financial Therapy and a Well-Lived Life – Episode 143
This podcast episode is the fourth in the “A Well-Lived…
Should Ukraine Turmoil Affect Your Investment Portfolio?
Copper Leaf Financial uses Dimensional Fund Advisors as investment managers…
3 Reasons the New RMD Tables for 2022 (And Beyond) Are Overrated
On November 7, 2019, the IRS proposed doing something that it had…
12 Tips to Improve and Maintain Your Financial Fitness
The start of a new year is a good time…