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…

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows…

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.…

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…

As fiduciaries we are bound to act in the best interests of our clients. As part of that commitment we take an evidence-driven approach to their investment portfolio with a special focus on understanding…

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 Thursday, May 2012pm-1pm Via Zoom Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment…

As an investor are you interested in integrating your values with your desire for making the world a better place? If so, sustainable investing might be a good fit for you. Many terms have been used to…

Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values Wednesday, June 1612pm – 1pm Via Zoom Guests: Joel Solomon, Founding Partner of Renewal Funds and Sam & Sarah…

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…