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...
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...
What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment strategist Anthony Caruso, CFA® of Dimensional Fund Advisors, we take a close look at ETFs and answer all of your questions about how...
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...
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.
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...