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 2021
All About the Expanded Child Care Tax Credit for 2021, Plus Lower Premiums on ACA Health Insurance Plans

Greenleaf Guide, July 2021

All About the Expanded Child Care Tax Credit for 2021, Plus Lower Premiums on ACA Health Insurance Plans.

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Greenleaf Guide, June 2021

Move Over FIRE, FINE is Here. Plus, Grandparent 529s Get a Welcome Change.

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