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...
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Greg Lessard, CFP®, CRPC®
- Feb 23
- 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
- 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®
- 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®
- 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®
- 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®
- Oct 7, 2020
- 5 min
Does The Election Matter For The Stock Market?
There is no consistent pattern linking either a Republican or Democrat president to better stock market returns. You could stop reading...
Greg Lessard, CFP®, CRPC®
- Sep 10, 2020
- 6 min
Tax Loss Harvesting Isn't The Panacea Financial Advisors Tout It As
If you own an asset like property or stock and that asset declines in value compared to the price you paid for it, when you sell that...
Greg Lessard, CFP®, CRPC®
- Aug 26, 2020
- 3 min
Financial Cybersecurity: Spoof Sites & Pop Up Scams
According to the Colorado Division of Securities, both "spoof" websites, as well as browser "pop-ups", have been reported.
Greg Lessard, CFP®, CRPC®
- Apr 15, 2020
- 4 min
ESG Performance During A Bear Market
Sustainable investing with its ESG screening process has outperformed conventional investing so far in 2020.
Greg Lessard, CFP®, CRPC®
- Feb 29, 2020
- 5 min
Portfolio Tactics During The Next Market Downturn
What happens if you lose 30%, 40% 50%? Do you have a game plan you're prepared to execute? Here's what we suggest.
Greg Lessard, CFP®, CRPC®
- Feb 21, 2020
- 8 min
How The SECURE Act Affects Financial Planning
The new SECURE Act of December 2019 affects a majority of our clients. Click to read if you might feel the impact as well.
Greg Lessard, CFP®, CRPC®
- Dec 20, 2019
- 8 min
How A Health Savings Account Can Provide Massive Tax Value
HSAs are confusing, but many people qualify for these amazing accounts and their impressive tax benefits.
Greg Lessard, CFP®, CRPC®
- Oct 16, 2019
- 3 min
2 Ways To Maximize Your Colorado 529 Plan
We all know that 529 plans can be valuable college education savings tools. What we might not realize is that CollegeInvest, the folks...
Greg Lessard, CFP®, CRPC®
- Oct 2, 2019
- 3 min
Rate of Return Trailing Time Frames
How quickly can an investment portfolio's performance change? This client's story will surprise you!
Greg Lessard, CFP®, CRPC®
- May 23, 2019
- 4 min
What To Do With Investment Proxy Votes
You know those annoying communications from your investment portfolio alerting you to a shareholder vote? Those communications are proxy...
Greg Lessard, CFP®, CRPC®
- Mar 27, 2019
- 4 min
How Many Stocks Do You Need To Be Diversified?
Diversification is what's required of investors who aim to eliminate the risks unique to any one particular stock. I'm talking about...
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