May 23, 2016
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.…
Jan 25, 2022
Before you spend your bonus or other financial windfall, take some time to consider how you might use the money so that it has a lasting impact on your life and other people's lives. Here are a few ideas.…
Apr 11, 2017
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…
May 16, 2017
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…
May 18, 2017
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…
Jul 10, 2017
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…
May 22, 2017
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…
May 22, 2017
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…
Jun 13, 2017
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…
Jun 15, 2017
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…