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Types of U.S. Treasury Securities

Mar 18, 2021
The U.S. Treasury issues several types of securities, each backed by the full faith and credit of the U.S. government and offering interest income that is exempt from state and local income taxes. Here…

History Shows That Stock Gains Can Add Up After Big Declines

May 09, 2022
Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows…

Are some people choosing to get more aggressive in their allocation right now?

Jun 29, 2020
Not everyone is fighting the urge to run for the hills. Some investors are seeing an opportunity to get more aggressive in order to fully capture gains from an eventual rebound. Larry Swedroe weighs in…

Diversification: The Practice of Not Putting All Your Eggs in One Basket

Sep 24, 2020
Just as with eggs, spreading your money across a range of investments can help reduce risk in your portfolio by lessening the impact that a fall in any one market, sector, region, or individual investment…

ESG Investing: Contribute to the Greater Good

Sep 29, 2020
Long before it was called ESG (environmental, social, and corporate governance) investors were calculating ESG risks.   Raw material costs, pollution controls, and environmental lawsuits are now called…

Free Webinar: 2021 Market Forecast

Oct 28, 2020
2021 Market Forecast Tuesday, December 1, 2020Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting 2020 has been a record setting year when it comes to change, uncertainty and market and economic turmoil.…

Rebalancing Your Portfolio: Why, When, and How to Do It

Nov 05, 2020
Rebalancing your portfolio by restoring it to your target allocation can help manage risk and keep your investment plan on track. Here are a few things to know about rebalancing. Why rebalance your…

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…

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Apr 13, 2021
Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday, May 2012pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment…