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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 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....

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 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...

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 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...