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...
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Greg Lessard, CFP®, CRPC®
- May 5
- 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
- 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
- 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
- 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...
Greg Lessard, CFP®, CRPC®
- Jul 19, 2021
- 7 min
Is Direct Indexing A Better Investment Strategy?
What if instead of buying mutual funds & exchange-traded funds (ETFs) to construct a portfolio, you owned all the underlying stocks and...
Greg Lessard, CFP®, CRPC®
- Jun 24, 2021
- 5 min
Should I Execute A Roth Conversion?
A Roth conversion is when an investor moves cash or investments from an IRA, 401(k), 403(b), SEP IRA, or SIMPLE IRA plan to a Roth IRA,...
Greg Lessard, CFP®, CRPC®
- May 14, 2021
- 4 min
Why B Corporation Certification Matters For Sustainable Financial Advisors
Certified B Corporations, like Aspen Leaf Wealth Management, LLC, are businesses that meet the highest standards of verified social and...
Greg Lessard, CFP®, CRPC®
- Apr 13, 2021
- 6 min
Be Careful Accelerating Debt Payoffs
"I want to pay off my house so I'm paying extra on my mortgage" the client beamingly states with confidence. Financial advisors get this...
Greg Lessard, CFP®, CRPC®
- Feb 24, 2021
- 6 min
3 Ways To Get More Out Of Your Roth IRA
Roth IRAs provide tax-free income in retirement. In general, the more money an investor can get inside a Roth IRA, the better. In order...
Greg Lessard, CFP®, CRPC®
- Jan 27, 2021
- 8 min
Why Clients Fire Financial Advisors
Recently, I stumbled across some research conducted a few years back summarizing why clients leave their financial advisors. Spoiler, the...
Greg Lessard, CFP®, CRPC®
- Nov 10, 2020
- 4 min
A Review Of Our Firm's Investment Performance
New research from Morningstar summarizes what clients believe is important when working with an advisor. The research looked at 15...