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 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...
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...
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...
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...
Is there a path to investment success in 2023? Market uncertainty and economic turmoil in the form of unprecedented inflation continues to loom as we look towards the new year. The focus on stock market forecasts and their predictions for 2023 by so-called experts can feel overwhelming. “2023 Market Preview with Larry Swedroe” and learn...