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Objective, thoughtful investment recommendations

and reviews

Our monthly newsletter, the Greenleaf Guide, is sent to our investment management clients. Each newsletter provides financial-planning insights and investment updates.


Recent Newsletter Archive 


Greenleaf Guide, November 2022Greenleaf Guide, August 2022Greenleaf Guide, April 2024
Greenleaf Guide, August 2022

Learning From Past Interest-Rate Increases, Will RMD's Empty My IRA?

Greenleaf Guide, March 2024

Greenleaf Guide, July 2022

Money-Saving Smart Home Devices, Plus How to Find Money Owed to You.

Greenleaf Guide, February 2024

How to Compare Financial-Aid Offers. Plus, What Sparks an IRS Audit.

Newsletters are for clients and prospective clients only. 

All copyright laws will be strictly enforced.

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