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...
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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...
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®
- May 18, 2020
- 6 min
Understanding Your Personal Cash Flow
Using software to gauge where money goes each month helps us better see big picture financial trends.
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®
- Apr 6, 2020
- 7 min
Coronavirus Aid, Relief, and Economic Security (CARES) Act Provisions
On March 19th, 2020, Congress reached an agreement both wide in scope and deep in stimulus assistance. The President then signed off on...
Greg Lessard, CFP®, CRPC®
- Mar 30, 2020
- 6 min
The Role of Bonds In A Portfolio
Bonds are investments in which an investor lends money to a corporation. They are issued by corporations that want to raise money. For...
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.
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