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, August 2020
Your 50's are Critical for Financial Security, plus Helping Students Plan Their Futures.

Greenleaf Guide, July 2020

New, Complicated Rules for Non-Spouse IRA Beneficiaries. Plus, Turning 40 Soon? Buy Life Insurance Now.

Greenleaf Guide, June 2020

More Gains for Stocks. Plus Your Investments Included in Awards for Excellence and the Document You Need to Help an Ill or Injured Spouse.



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.