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, July 2022

Gun Makers and Gun Retailers, an Investment Update.

Greenleaf Guide, June 2022

Your Bear Market Survival Guide.

Greenleaf Guide, May 2022

Is a Recession Coming? Also, a Home Insurance Checkup When Inflation is High.

Newsletters are for clients and prospective clients only. 
All copyright laws will be strictly enforced.