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 maybe you are considering it for your situation- discover everything you should know about them to make the best choice for your family. Michael L....
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 market forecasts and their predictions for the year ahead by so-called experts can feel overwhelming. Our event “2022 Market Preview with Larry Swedroe” covers how...
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 featuring investment strategist Anthony Caruso, CFA® of Dimensional Fund Advisors, we take a close look at ETFs and answer all of your questions about how...
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. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring market research expert Weston Wellington, Vice President of Dimensional Fund Advisors, we take a close...
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 sustainable future? Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomed investment expert Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners and...
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 about this and much more: What do you need to know about getting your estate plan in order here in Vermont? Will your estate be...
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 to pool their donations for greater impact while enjoying the social benefits of getting together to support charitable causes. Michael L. Thompson, CAP®, AIF®, AEP®...
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 townhall and find out how proper planning and the use of special trusts could potentially benefit your family! Michael L. Thompson, CAP®, AIF®, AEP® of...
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 Forward Fund provides affordable access to capital and financing in an equitable way to Vermonters traditionally and generationally excluded from financial markets, including Black Vermonters, Indigenous...
The Inflation Reduction Act of 2022 has been passed by the Senate. How does it affect you and what impact does it have on tax planning opportunities? Aside from the new legislation there are additional considerations that need to be made prior to year-end so be sure to check out our September virtual townhall. To...
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 this virtual townhall we will discuss how you can protect yourself and your loved ones. With guest Jared Hoffman, Managing Director, Buckingham Strategic Partners. To view...
With guest Kelly Baldoni, Head of Global Women’s Strategies at Impax Asset Management and the Pax Ellevate Global Women’s Leadership Fund. To view the recorded event please click here.