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, March 2022

Smart Actions for New Parents, How Long to Keep Past Tax Returns, and Donation-Worthy Organizations in Ukraine.

Greenleaf Guide, February 2022
Assessing the Impact of Russia's Assault on Ukraine. Also, Tax Rules for Gifts.

Greenleaf Guide, January 2022
Greenleaf Guide, September 2021

Tips for Problem-Free Tax Filing; Qualifying for the Home Office Deduction.

Newsletters are for clients and prospective clients only. 
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