top of page

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, May 2023
Greenleaf Guide, August 2022

Can You Pass a Social Security Quiz? Plus, AI stocks dominate the stock market.

Greenleaf Guide, April 2023

Greenleaf Guide, July 2022

Eight Reasons to Contact Your Insurance Agent. Plus, Umbrella Insurance is for Everybody.

Greenleaf Guide, March 2023

Are We Facing A Bank Crisis? Plus, Don't Put Checks in the Mail!

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

bottom of page