Archives: December 2021

10 of the most common self-employment tax deductions for 2021

Dec 27, 2021
From long hours to variable income, self-employment can be a tough way to make a living. Having to report your own business income and expenses adds another layer of complication. Understanding the basics of what expenses you can deduct is important whether you decide to file a return on your own or hire an advisor to help guide you through it.

Virtual Town Hall: ETFs and Your Investment Portfolio

Dec 15, 2021
What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment strategist Anthony Caruso, CFA® of Dimensional Fund Advisors, we will take a close look at ETFs and answer all of your questions about how they could fit into investment portfolios.

2021 Holiday Gift Drive in Rutland and Chittenden Counties

Dec 14, 2021
As is our holiday tradition, the staff at Davis & Hodgdon and Copper Leaf Financial held a holiday gift drive for families in need! Most recently, our staff in Rutland and Addison Counties bought gifts…

Virtual Town Hall Recording: 2022 Market Preview with Larry Swedroe

Dec 09, 2021
2021 has been filled with market uncertainty and economic turmoil in the form of unprecedented inflation. The financial media’s focus on stock market forecasts and their predictions for the year ahead by so-called experts can feel overwhelming. Join us for our next virtual roundtable event “2022 Market Preview with Larry Swedroe” and learn how proper planning (not baseless predictions) can eliminate the guessing and instead rely on data and evidence as a path to investment success.

Meet the Associate: Jackie Winkler

Dec 09, 2021
Jackie is an Associate Wealth Advisor with Copper Leaf Financial, LLC. She is a graduate of St. Michael's College, where she majored in Business Administration with a minor in Economics and Political Science. She has several years of client service experience that includes working in operations support at VSECU, as well as a Pharmacy Technician at Kinney Drugs.