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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…

Virtual Event: Estate Planning Essentials During a Pandemic

Aug 25, 2020
Estate Planning Essentials During a Pandemic Wednesday, September 30th, 2020Time: 12:00PM – 1:30PMVirtual Zoom Meeting Join us for our next virtual roundtable "Estate Planning Essentials During a Pandemic"…

Scam COVID-19 Contract Tracing Calls

Sep 01, 2020
NPR reported this morning that many states have been reporting scam COVID-19 Contract Tracing calls attempting to gather personal information. Here are some tips to know if you receive a call and are…

Webinar: Smart Charitable Giving Strategies During a Pandemic

Oct 07, 2020
Smart Charitable Giving Strategies During a Pandemic Thursday, November 5th, 2020Time: 12:00PM – 1:30PM ESTVirtual Zoom Meeting These are extraordinary times and the need for charitable giving is overwhelming.…

Webinar: COVID-19 Lessons from a Vermont Primary Care Physician

Feb 01, 2021
Webinar: COVID-19 Lessons from a Vermont Primary Care Physician Tuesday, February 23rd12pm-1pmvia Zoom Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH…

10 Strategies for Business Owners to Create, Manage, and Distribute Wealth

Aug 26, 2021
The global pandemic brought on some challenges like supply chain delays, inflationary spikes in segments of the economy, and a very tight labor market and despite them your business is still successful.…