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, September 2020Greenleaf Guide, February 2021
The 2021 Rules for Cash Donations + Protecting Your 401k From Theft.

Greenleaf Guide, October 2020

Tips for Gig-Economy Workers and Your Credit Score in Retirement.

Greenleaf Guide, September 2020

Tips for Gig-Economy Workers and Your Credit Score in Retirement.



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

Copyright 2020 Greenleaf Financial Group, LLC. All rights reserved. A Registered Investment Adviser (RIA) may only conduct business in a particular state after satisfying registration requirements of that state. Personalized investment advice and management shall not be provided without first complying with an applicable state’s investment advisory requirements. Registration information about Greenleaf Financial Group and its advisors can be found at www.advisorinfo.sec.gov.