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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, September 2025

It's a Jungle Out There -- How to Be Scam-Savvy!

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Greenleaf Guide, August 2025

More Tax Changes from the Recent Bill


Greenleaf Guide, July 2025

New Tax Rules for Charitable Giving. Plus, Adjusting for the New Senior Tax Deduction.

Newsletters are for clients and prospective clients only. 


All copyright laws will be strictly enforced.

Copyright 2025 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.

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