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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, February 2024
Greenleaf Guide, August 2022

How to Compare Financial-Aid Offers. Plus, What Sparks an IRS Audit.

Greenleaf Guide, January 2024

Greenleaf Guide, July 2022

How to Prevent Tax Return Fraud. Plus, TurboTax Savings for a Limited Time.

Greenleaf Guide, December 2023

Tips for a Happy New Tax Year. Stocks and Bonds Continue Their Winning Ways.

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

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