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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, 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...

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...

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 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...

2023 Market Preview with Larry Swedroe

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...

What is Evidence-Driven Investing™ and Why Is it Our Strategy?

What are the five tenets of Evidence-Driven Investing™ and how does this approach differ from other ways of investing? Some have defined evidence-driven investing as:  "The process of systematically reviewing, appraising and implementing academic research findings to aid the delivery of optimum investment solutions to investors". But what does that mean in practical terms, and how...

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