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Objective, thoughtful investment recommendations

and reviews

Our monthly newsletter, the Greenleaf Guide, is sent to our investment management clients. Each newsletter provides financial-planning insights and investment updates.

 

Recent Newsletter Archive 

 

Greenleaf Guide, November 2022Greenleaf Guide, August 2022Greenleaf Guide, February 2025
Greenleaf Guide, August 2022

Why Market Timing Fails and Penalty-Free IRA Withdrawals

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Greenleaf Guide, January 2025

Greenleaf Guide, July 2022

Prevent Tax Return Fraud with a PIN. Plus, Private Equity Explained


Greenleaf Guide, December 2024

How to Review Your Medical Bills + Preparing For the Non-Financial Aspects of Retirement

Newsletters are for clients and prospective clients only. 


All copyright laws will be strictly enforced.

Copyright 2025 Greenleaf Financial Group, LLC. All rights reserved. A Registered Investment Adviser (RIA) may only conduct business in a particular state after satisfying registration requirements of that state. Personalized investment advice and management shall not be provided without first complying with an applicable state’s investment advisory requirements. Registration information about Greenleaf Financial Group and its advisors can be found at www.advisorinfo.sec.gov.

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