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Quarter Four Market Results: Stay the Course; Balanced and Diversified

Jan 19, 2016
The fourth quarter global and U.S. market performance results are in! Copper Leaf Financial’s review of the quarter’s market performance is now published and available to view online. Simply click here. Simply…

Two Reasons You Should Invest Globally

Jun 22, 2016
Adding international investments to your portfolio offers two potential benefits: diversification and growth. 1. Diversification. Because U.S. and international markets sometimes experience ups and downs…

Taking Advantage of Rising Interest Rates with a Bond or CD Ladder

Oct 28, 2016
What is a bond or CD Ladder A ladder is a strategy that staggers the maturity dates of individual bonds and certificates of deposits (CDs) in order to provide you with frequent access to portions of…

Copper Leaf Financial Wins 2017 VBM Best in Business Award for Best Financial Planning/Investment Firm

Apr 11, 2017
Copper Leaf Financial is thrilled to be voted as the Vermont Business Magazine (VBM) 2017 BOB Award Winner for "Best Financial Planning/Investment Firm"! VBM's "Best of Business" (BOB) Awards set out…

Copper Leaf Financial Receives Best Financial/Investment Planning Firm Award at Burlington VT Event

May 16, 2017
Members of Copper Leaf Financial and Davis & Hodgdon Associates CPAs were on hand to receive their respective awards at Vermont Business Magazine's Best of Business (BOB) Awards ceremony May 11th at the…

Five Things Recent Grads Should Know About Saving for Retirement

May 18, 2017
Your income may be tight and your expenses plentiful if you’ve recently graduated from college and begun working. Between paying your living expenses and perhaps making student loan payments, there may…

What are Callable Bonds?

Jul 10, 2017
When selecting bonds, it is important to know if a bond is callable. If it is callable – and many bonds are – the issuer has the right to redeem the bond before its maturity date. A callable bond is a…

What is a Registered Investment Advisor (RIA)?

May 22, 2017
U.S. News & World Report, 5/17/17 - Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that's not always the case. Many advisors are only…

What Does the D.O.L. Fiduciary Rule Effective June 9 Mean for You?

Jun 13, 2017
The Department of Labor (DOL) fiduciary rule went into partial effect on June 9, 2017, and is scheduled to be fully implemented on January 1, 2018. What does it mean to you? The fiduciary law, created…

Most Americans Lack Confidence in Financial Advisers

Jun 15, 2017
Article published on www.planadviser.com on May 25, 2017 By Javier Simon EDITORS@ASSETINTERNATIONAL.COM In light of recent financial services scandals stealing headlines, a study by digital wealth adviser…