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...
Guests: Sam & Sarah Adams, founders of Vert Asset Management As part of Copper Leaf Financial’s focus on sustainable investing and planning and sponsored by Vermont Businesses for Social Responsibility (VBSR), we are very excited to invite you to our next virtual townhall on the topic of ESG (Environmental, Social, & Governance) investing! Over the last...
Wednesday, April 19, 12-1pm ET: “Beyond Checkbook Giving: Can a Private Foundation Help You Achieve Your Charitable Goals?” Guest: Jessica Donahue, Foundation Source As part of Copper Leaf Financial’s focus on charitable giving and legacy planning we are very excited to invite you to our April virtual townhall on the topic of using a private...
Guest: Lacey Huebel, Head of Responsible Investment, North America and Senior Portfolio Manager and Vice President, Dimensional Fund Advisors As part of Copper Leaf Financial’s focus on sustainable investing and sponsored by Vermont Businesses for Social Responsibility (VBSR), we present the first in a three-part series presented by Copper Leaf Financial on the topic of...
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...
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...
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...
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,...
Click here to view this recorded event. In our October townhall, we welcomed Paul Hawken, author of nine books including six New York Times bestsellers. Paul is also the founder of Project Regeneration which is creating the world’s largest listing of solutions to the climate crisis. We discussed Regeneration, a radical new approach to the...
Click here to register! Are your kids not interested in taking over the family camp after you’re gone? Are you considering leaving you’re second home to your church or college? Do you want to preserve part of your farm from development? As part of Copper Leaf Financial’s focus on philanthropic giving we are excited to...
Click here to register! What investing lessons did 2023 teach us and what might 2024 have in store? Market uncertainty and continued inflation loom as we look towards the new year. Stock market forecasts and 2024 predictions by so-called experts can feel overwhelming. Join us for our next virtual roundtable event “2023 Market Review: Lessons...
Click here to view the webinar on our YouTube channel. Have you ever wondered where the numbers on your tax return come from and why they might not be what you expected? Do you know the difference between your marginal and effective tax rates and how they should impact your tax and financial decisions? Did...
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