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    3 Critical Lessons For Market Declines
    Greg Lessard, CFP®, CRPC®
    • Jul 25
    • 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...
    The Tax Efficiency Of ETFs
    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.
    How To Handle Nondeductible IRA Contributions
    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...
    How To Combat Inflation
    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.
    Why Your Investment Returns Lag The Stock Market
    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.
    What Is The Best Medicare Plan?
    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.
    3 Tax-Advantaged Strategies To Donate To Charities
    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...
    Are Elite Portfolio Managers Better Than An Index Fund?
    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...
    Is Direct Indexing A Better Investment Strategy?
    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...
    Should I Execute A Roth Conversion?
    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,...
    Why B Corporation Certification Matters For Sustainable Financial Advisors
    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...
    Be Careful Accelerating Debt Payoffs
    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...
    3 Ways To Get More Out Of Your Roth IRA
    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...
    Why Clients Fire Financial Advisors
    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...
    A Review Of Our Firm's Investment Performance
    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...
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    Aspen Leaf Wealth Management, PBC is a fee-only Registered Investment Advisor (RIA). We are based in beautiful Golden, Colorado and regulated by the Colorado Division of Securities. Throughout this site, we went out of our way to present unbiased data believed to be from reliable and respected sources. However, its accuracy, completeness, and relevance are not guaranteed and no responsibility is assumed for errors or omissions. This is especially true as new information emerges and the investing landscape evolves. Last, we encourage you to remember the old adage, historical risk and return is no guarantee of future results. Enjoy your visit and thank you for stopping by!

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