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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…

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…

Why Invest In Bonds?

Jan 21, 2021
Investors choose bonds for several reasons, including their ability to help manage risk in a portfolio, provide a predictable stream of income, and preserve capital. Diversify Your Portfolio Bonds…

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…

How to Make the Most of Your 401(k) Part II

Jun 30, 2021
How well you manage your 401(k) in your working years can have a big impact on your financial security in retirement. This is Part II on How to Make the Most of Your 401(k) and the following tips are designed…

Bond Returns During Market Turbulency

Apr 26, 2022
Bond returns in the first quarter of 2022 were some of the worst we’ve seen in decades. Many fixed income funds lost money, which can naturally cause anxiety amongst investors. We broke this down into…

Retiring in an Uncertain World

May 24, 2022
The 2020s have been turbulent. Just as the COVID-19 pandemic was starting to recede, Russia’s invasion of Ukraine shocked the world. Inflation, dormant since the early 1980s, is now back in force, threatening…