Tags

Tags

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…

Your Child’s Investment Income and Taxes

Apr 22, 2021
Even young kids may have to pay tax on their investment income, depending on the amount they receive during the year. If their unearned income – interest, dividends, capital gains, and certain other types…

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…

7 Things to Know About Income Annuities

Sep 29, 2021
Will your retirement savings last as long as you do? One way to help ensure that they do is to use an income annuity to turn part of your retirement savings into a stream of income that lasts your lifetime. An…

Virtual Townhall: ETFs and Your Investment Portfolio

Dec 15, 2021
Virtual Townhall: ETFs and Your Investment PortfolioWednesday, January 12th, 202212pm – 1pmVia Zoom Guest: Anthony Caruso of Dimensional Fund Advisors What is all the fuss with Exchange Traded Funds…

What did we learn about investing in 2021?

Dec 30, 2021
2020 was the year of the unprecedented, but 2021 certainly had its fair share of newsworthy events. As we entered this year, there were still many uncertainties, and it's hard to believe how different…

Tax-Wise Investment Techniques

Dec 20, 2021
In a previous blog post, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient…

Should Ukraine Turmoil Affect Your Investment Portfolio?

Mar 07, 2022
Copper Leaf Financial uses Dimensional Fund Advisors as investment managers for our client’s investment portfolios. They align with our evidence based philosophy by applying academic research and decades…

Is a Recession Coming?

Jun 21, 2022
With negative returns in several asset classes and rumors of the Fed's interest rate campaign putting further pressure on the stock market, some economists are calling for a recession. But what does that…

Virtual Townhall: 2023 Market Preview with Larry Swedroe

Nov 14, 2022
2023 Market Preview with Larry Swedroe Tuesday, December 6th, 12-1pm ET Registration Link: https://lu.ma/mb7lff73 Guest: Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners Is there…