Tag: COVID safe

Virtual Town Hall Recording: 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.

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.

How Charitable Clients And Foundations Can Help Ukraine

Mar 23, 2022
The humanitarian crisis in Ukraine is heart-wrenching and complex. In many respects, it’s similar to a natural disaster but it also poses distinct challenges that require both immediate and long-term support. Philanthropists, especially those with private foundations, are able to help in more agile and flexible ways that others cannot. Not only can they respond rapidly when a crisis occurs, they can also take a longer view to understand the full scope of the problem(s), pinpoint where they can make the greatest impact, and determine how to allocate their resources most effectively to boost established relief efforts and/or spawn new ones.