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...
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 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...
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...
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...
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...
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...
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....
Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your investments were helping to create a more...
Estate Planning in Vermont can be complicated. What about your digital assets? Have you identified them and are they protected as part of your estate plan? We spoke with an expert...
Giving Circles are gaining momentum in Vermont! Join us for our next virtual townhall as we discuss this growing movement and how they are bringing people together – empowering them...
Trusts and the right kind of trustee could play an important role in your family’s future - especially for those with special situations. Join us for our next free virtual...
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