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 very start of the coronavirus outbreak, and he shares his insight and thoughts about this virus and health care considerations. Specifically, we discuss: Vaccines Variants...
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 those with existing policies in the age of COVID-19. Specifically, we discuss: The direct impact that COVID-19 has had on long term care Addressing hard...
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 for avoiding mistakes and much more. At Copper Leaf Financial we practice evidence-based investing (EBI) because it is rooted in data, and Larry has had...
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 Advisors. Apollo has the unique ability to convey the technical aspects of investing in a manner that is understandable and relatable to investors of various...
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 change. Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Joel Solomon, TEDx Talks speaker and author of “The Clean Money Revolution”, as well as...
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, many economists, such as former Treasury Secretary Larry Summers are now worried about the heightened risk of rising inflation caused by massive fiscal and monetary...
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 your chance to find out about one of our best kept secrets! Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes back investment...
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 Belongia, Executive Director of the VCLF. They discuss VCLFs 30-year history of helping Vermonters and it's roots in supporting affordable housing, childcare, as well as...
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....
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