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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, November 2022Greenleaf Guide, August 2022Greenleaf Guide, November 2023
Greenleaf Guide, August 2022

How to Succesfully Handle a Bonus, Inheritance, or Windfall. Plus, Stocks and Bonds Rise in November

Greenleaf Guide, October 2023

Greenleaf Guide, July 2022

 Cash is Back! A Look at Cash Discounts and Having an Emergency Stash

Greenleaf Guide, September 2023

How Employees Should Approach Open Enrollment + Health Insurance for Early Retirees

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

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