Filters

Changing any of the form inputs will cause the list of events to refresh with the filtered results.

2023 Market Preview with Larry Swedroe

Is there a path to investment success in 2023? Market uncertainty and economic turmoil in the form of unprecedented inflation continues to loom as we look towards the new year. The focus on stock market forecasts and their predictions for 2023 by so-called experts can feel overwhelming. “2023 Market Preview with Larry Swedroe” and learn...

What is Evidence-Driven Investing™ and Why Is it Our Strategy?

What are the five tenets of Evidence-Driven Investing™ and how does this approach differ from other ways of investing? Some have defined evidence-driven investing as:  "The process of systematically reviewing, appraising and implementing academic research findings to aid the delivery of optimum investment solutions to investors". But what does that mean in practical terms, and how...

Free

The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses

Online , United States

As part of Copper Leaf Financial’s focus on sustainability we welcomed Janice St. Onge, President of the Flexible Capital Fund, winner of the 2022 VBSR Innovation & Inspiration Award. The Flexible Capital Fund, L3C (Flex Fund) is a Montpelier, Vermont based Community Development Financial Institution (CDFI) which provides creative, unique financing to Vermont's growth-stage companies...

Changing the Game: Aligning Your Investments with Your Values 2023

Online , United States

Please note that this live event was not recorded. Join us on Wednesday, July 19th at 12pm for “Changing the Game: Aligning Your Investments with Your Value” as we welcome Joel Solomon, TEDx Talks speaker and author of “The Clean Money Revolution” to discuss how individuals, families and institutions can achieve market rates of return...

Navigating Turbulent Financial Markets

Online , United States

Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes investment expert Apollo D. Lupescu, PhD. Apollo is a globally recognized speaker who has delivered hundreds of lectures and seminars to financial professionals and individual investors on various investment topics. He is Vice President at Dimensional Fund Advisors, a premier global investment firm managing...

Virtual Townhall: Scams, Hacks and Cyber security: What You Need to Know to Protect Yourself

Online , United States

While the cyber world and all of its conveniences have enhanced our lives, it has also provided an opportunity for criminals to scam, hack and even steal our identities. In our September virtual townhall we discussed how you can protect yourself and your loved ones! Click here to view this recorded event. Michael L. Thompson,...