WILLISTON, Vt., May 24, 2016 –Copper Leaf Financial (CLF), located in Williston, has been named a Vermont Green Business by the state of Vermont for their environmental stewardship and sustainability efforts.…

Copper Leaf Financial is thrilled to be voted as the Vermont Business Magazine (VBM) 2017 BOB Award Winner for "Best Financial Planning/Investment Firm"! VBM's "Best of Business" (BOB) Awards set out…

Members of Copper Leaf Financial and Davis & Hodgdon Associates CPAs were on hand to receive their respective awards at Vermont Business Magazine's Best of Business (BOB) Awards ceremony May 11th at the…

Your income may be tight and your expenses plentiful if you’ve recently graduated from college and begun working. Between paying your living expenses and perhaps making student loan payments, there may…

When selecting bonds, it is important to know if a bond is callable. If it is callable – and many bonds are – the issuer has the right to redeem the bond before its maturity date. A callable bond is a…

A revocable living trust is a popular estate planning tool that you can use to direct who will manage the assets in the trust if you are ever unable to do so and how those assets are to be distributed…

U.S. News & World Report, 5/17/17 - Many investors assume their financial advisor makes recommendations based on their best interests. Unfortunately, that's not always the case. Many advisors are only…

The Department of Labor (DOL) fiduciary rule went into partial effect on June 9, 2017, and is scheduled to be fully implemented on January 1, 2018. What does it mean to you? The fiduciary law, created…

Article published on www.planadviser.com on May 25, 2017 By Javier Simon EDITORS@ASSETINTERNATIONAL.COM In light of recent financial services scandals stealing headlines, a study by digital wealth adviser…

Larry Swedroe, Director of Research, The BAM Alliance, 1/29/19. Lesson 8: Inflation wasn’t, and isn’t, inevitable. One of the most persistently asked questions I’ve received since 2009 is some version…