What To Do Before Year End
You have two months to close out 2023. Here are the easiest things to focus on to end the year strong. CASH If you have more than $30,000...
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Greg Lessard, CFP®, CRPC®
- Aug 21, 2023
- 3 min
The Importance Of Being Aggressive In Your Roth IRA
Issue: Roth IRA Strategy Lacks Punch If you apply the same strategy in your Roth IRA as you do in your other investment accounts, you're...
Greg Lessard, CFP®, CRPC®
- Apr 6, 2023
- 6 min
Is It Time To Ditch Bonds In Your Taxable Investment Account?
The short answer is yeah, probably. The better answer is yeah, probably, but there's some nuance to this so let's pump the brakes so...
Greg Lessard, CFP®, CRPC®
- Feb 23, 2023
- 4 min
An Assessment Of ESG Fund Performance In Our Portfolio Models
It's important for investors to have an understanding of how well (or not), their investments are performing. In this post, I'm going to...
Greg Lessard, CFP®, CRPC®
- Jan 23, 2023
- 5 min
What Investors Should Focus On In 2023
2022 wasn't the worst year on record for stocks, but it was the worst simultaneous year in modern history for both stocks & bonds. U.S....
Greg Lessard, CFP®, CRPC®
- Nov 11, 2022
- 8 min
How Much Value Can A Socially Responsible Financial Advisor Provide?
A quantitative breakdown of different strategies a half-decent advisor should be bringing to your portfolio table.
Greg Lessard, CFP®, CRPC®
- Sep 13, 2022
- 4 min
Following My Own Advice
I don't always tell my clients what they want to hear. Don't pay off your mortgage early. You probably don't need all this life insurance...
Greg Lessard, CFP®, CRPC®
- Jul 25, 2022
- 6 min
3 Critical Lessons For Market Declines
The following is adapted from Marlena Lee's recent article published by Dimensional Fund Advisors (DFA). While Aspen Leaf Wealth...
Greg Lessard, CFP®, CRPC®
- May 5, 2022
- 5 min
The Tax Efficiency Of ETFs
Want to learn why ETFs are a superior option from a tax perspective? Read this post.
Greg Lessard, CFP®, CRPC®
- Apr 6, 2022
- 6 min
How To Handle Nondeductible IRA Contributions
A great way to shoot yourself in the tax foot is when you make too much money to deduct your IRA contributions but fail to keep accurate...
Greg Lessard, CFP®, CRPC®
- Mar 9, 2022
- 8 min
How To Combat Inflation
Read about the real reason inflation hurts so bad right now as well as what to do about it.
Greg Lessard, CFP®, CRPC®
- Jan 31, 2022
- 8 min
Why Your Investment Returns Lag The Stock Market
Frustrated with your investment returns? Here's why that is and what to do about it.
Greg Lessard, CFP®, CRPC®
- Oct 28, 2021
- 7 min
What Is The Best Medicare Plan?
Discover a decision making framework for choosing the best Medicare plan.
Greg Lessard, CFP®, CRPC®
- Sep 20, 2021
- 8 min
3 Tax-Advantaged Strategies To Donate To Charities
I'm always impressed when clients tell me they want to give away money to people or organizations they don't have to. Practicing altruism...
Greg Lessard, CFP®, CRPC®
- Aug 19, 2021
- 4 min
Are Elite Portfolio Managers Better Than An Index Fund?
Billionaires, giant pension companies, and uber-wealthy politicians don't hire financial planners like me. They hire economic Ph.D.s and...
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