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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.…

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…

Investing Internationally - Four Things to Know

May 27, 2021
Investing in both U.S. and foreign markets can be a smart move for many investors. Here are four things to know about adding international investments to your portfolio. Investing internationally can…

Virtual Townhall: Inflation - What Investors Need to Know

Jun 15, 2021
Inflation - What Investors Need to Know Wednesday, July 21st12pm-1pmVia Zoom Guest: Larry Swedroe, National Speaker and Investment Author, Buckingham Wealth Partners What is going on with inflation…

June 21st Market Recap

Jul 08, 2021
Market recap for the week of June 21, 2021: Click here to view the market recap. Inflation fears had an impact on the markets last week while folks try to figure out if this is transitory or signs of…

It’s time to take an Evidence-based Approach to Your Investments

Sep 09, 2021
An evidence-based approach to your investment portfolio has a special focus on understanding the investment best practices and body of knowledge defined by the last 50-plus years of academic and practitioner…

Planning Opportunities in Today’s Housing Market

Oct 13, 2021
Shelter, a general necessity of life, has yielded impressive gains over the recent past. Home pricesin major metropolitan areas are up an average of 18.6% over the 12 months ending in June (asmeasured…

Virtual Townhall: 2022 Market Preview with Larry Swedroe

Nov 17, 2021
2022 Market Preview with Larry Swedroe Thursday, December 2nd, 12-1pm ET:Guest: Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners Is there a path to investment success in 2022? 2021…