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Articles & Insights

This is how winners of the Nobel Prize in Economics invest.

Do you want to know how *winners of the Nobel…

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Articles & Insights

The Difference Between a Forecast, a Wish, and a Worry

The Difference Between a Forecast, a Wish, and a Worry…

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Is a Recession Coming?

With negative returns in several asset classes and rumors of…

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Retiring in an Uncertain World

The 2020s have been turbulent. Just as the COVID-19 pandemic…

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Articles & Insights

Russia’s Invasion of Ukraine and the Stock Market

Dear Friends, Russia’s invasion of Ukraine has moved markets from…

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History Shows That Stock Gains Can Add Up After Big Declines

Sudden market downturns can be unsettling. But historically, US equity…

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Articles & Insights

Bond Returns During Market Turbulency

Bond returns in the first quarter of 2022 were some…

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How Philanthropists And Foundations Can Help Ukraine

The humanitarian crisis in Ukraine is heart-wrenching and complex. In…

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Financial Therapy and a Well-Lived Life – Episode 143

This podcast episode is the fourth in the “A Well-Lived…

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Should Ukraine Turmoil Affect Your Investment Portfolio?

Copper Leaf Financial uses Dimensional Fund Advisors as investment managers…

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What did we learn about investing in 2021?

2020 was the year of the unprecedented, but 2021 certainly…

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How TIPS Can Boost Retirement Readiness

The recent surge in inflation shows how the cost of…

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2023 Tax Tables

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Wealth Advisor

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Copper Leaf Financial Welcomes Erica Dixon

READ MORE Copper Leaf Financial Welcomes Erica Dixon

Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses

READ MORE Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses

Can Investing in ESG funds help you meet your financial goals?

READ MORE Can Investing in ESG funds help you meet your financial goals?

Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values

READ MORE Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values

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225 South Main Street, Rutland, VT 05701

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