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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…

2016 Quarter One Market Results: Stay the Course and Keep a Long-term Mindset

Apr 14, 2016
The 2016 first quarter global and U.S. market performance results are in! You can easily access the quarterly review newsletter now published by clicking here. When markets fall even the most experienced…

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…

2017 Quarter 2 Market Review Results Published

Jul 20, 2017
The second quarter global and U.S. market performance results are in! What does it mean to you? We don’t participate in the game of making predictions, nor do we try to forecast economic or market performance.…

Navigating Volatility in the Stock Market

Apr 05, 2018
Although fluctuations in stock prices are a normal part of investing, a sharp drop in the stock market can be unsettling. These tips might help. Remember that stocks are a long-term investment.Stock prices…

Investing Lesson 5: The Stock Market and the Economy are Different

Mar 18, 2019
Larry Swedroe, Director of Research, The BAM Alliance, 1/28/19. Lesson 5: The stock market and the economy are two very different things. 2018 - It was the best of times, it was the worst of times. The…

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…