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What Is Evidence-based Investing and Why Should You Care?

Mar 11, 2021
As fiduciaries we are bound to act in the best interests of our clients. As part of that commitment we take an evidence-based approach to their investment portfolio with a special focus on understanding…

Webinar: The Biggest Mistakes Investors Make and How to Avoid Them

Mar 11, 2021
Larry Swedroe: The Biggest Mistakes Investors Make and How to Avoid Them Tuesday, April 13 12pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring friend…