COVID-19 Lessons from a Vermont Primary Care Physician
Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH Internal Medicine in South Burlington, Vermont. Mark was on the front lines from the...
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Long Term Care Considerations in the Age of COVID-19
Michael Thompson of Copper Leaf Financial welcomes Mark Maurer, CFP, President & CEO of insurance advisory firm LLIS to discuss important issues for those considering long term care insurance or...
The Biggest Mistakes Investors Make and How to Avoid Them with Larry Swedroe
Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring friend and investment expert Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners we address strategies...
Navigating Turbulent Financial Markets
Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment expert Apollo D. Lupescu, PhD, a highly regarded speaker, and Vice President from Dimensional Fund...
Changing the Game: Align Your Investing with Your Values
In this exclusive, virtual Townhall we discuss how individuals, families and institutions can achieve market rates of return with their investments while serving as catalysts for positive social and environmental...
Inflation – What Investors Need to Know with Larry Swedroe
What is going on with inflation and how does it impact your investments? As investors most of us have not dealt with sustained inflation for more than 40 years. However,...
Dimensional Fund Advisors: Who Are They and Why Should Investors Care?
Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Here is...
Investing in Vermont’s Communities
Discover how the Vermont Community Loan Fund (VCLF) facilitates impact investing in Vermont, for Vermonters. Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial is pleased to welcome Will...
Trust Planning: What Every Family Should Know About Trusts
Trusts could play an important role as you plan for your family’s future, yet it’s surprising how little most people know about them. Whether you have an existing trust or...
2022 Market Preview with Larry Swedroe
Is there a path to investment success in 2022? 2021 was filled with market uncertainty and economic turmoil in the form of unprecedented inflation. The financial media’s focus on stock...
ETFs and Your Investment Portfolio
What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and...
Putting Today’s Investing Experience in Perspective
Many investors have concerns about inflation, interest rates, recent geopolitical events, high stock prices, which stocks to invest in, bond prices, and predictions about the economy. Hosted by Michael L....