Guests: Sam & Sarah Adams, founders of Vert Asset Management As part of Copper Leaf Financial’s focus on sustainable investing and planning and sponsored by Vermont Businesses for Social Responsibility (VBSR), we are very excited to invite you to our next virtual townhall on the topic of ESG (Environmental, Social, & Governance) investing! Over the last...
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.
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...
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