Tags

Tags

Retirement Cash Flow Management

Aug 26, 2020
What comes to mind when you think of retirement planning? Was it saving enough money to live the lifestyle you’ve envisioned and to do the things you’ve planned? It’s great if that came to mind and this…

Newlyweds: A Financial To-Do List

May 06, 2021
Being newlyweds is an exciting time for both you and your spouse. To ensure that you are starting to build a strong financial future together here are some tasks you should take care of to get your finances…

Tools for Protecting What’s Yours – Trusted Contact Person

May 12, 2021
In the first post of our series “Tools for Protecting What’s Yours” we discussed Financial Power of Attorney, when it applies, circumstances a POA might be used, and other additional information. In this…

Tools for Protecting What’s Yours – Healthcare Advance Directive

May 12, 2021
In the first two posts of our series “Tools for Protecting What’s Yours” we discussed the Financial Power of Attorney and having a Trusted Contact Person. The last tool we will be covering to help you…

Sustainable Investing - ESG

May 20, 2021
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…

Meet Molly Passalacqua

Jul 15, 2021
We are very excited to introduce our new Wealth Advisor, Molly Passalacqua! Molly’s passion is to help Copper Leaf clients define their financial and lifestyle goals and develop customized plans for how…

Meet Breanna Sykes

Sep 01, 2021
Breanna is a Wealth Advisor with a Master of Business Administration (MBA) and a concentration in entrepreneurship from Bellevue University. She started her career path in business and technology education…

It’s time to take an Evidence-based Approach to Your Investments

Sep 09, 2021
An evidence-based approach to your investment portfolio has a special focus on understanding the investment best practices and body of knowledge defined by the last 50-plus years of academic and practitioner…

Virtual Townhall: Trust Planning - What Every Family Should Know About Trusts

Oct 14, 2021
Virtual Townhall: Trust Planning - What Every Family Should Know About TrustsTuesday, November 16th12:00pm - 1:00pm EST Guest: Rebecca Halvorson, Senior Vice President and Managing Director of Business…

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…