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,...
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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....
Your Essential Guide to Sustainable Investing
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 Basics and What You Need to Know About Digital Assets
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 in Vermont: What Are They and How Can You Get Involved?
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...
Establishing Trusts for Special Situations
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...
VCLF: Innovatively and Equitably Providing Access to Funding
The Vermont Community Loan Fund (VCLF) is committed to building new ways to move capital to those who have been historically, systemically disenfranchised and denied access to opportunity. VCLF’s new Justice...