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Wealth Accumulation Strategies
for Individuals and Small Businesses

WHY CHOOSE US TO MANAGE YOUR WEALTH?

Accountability:

As investment advisor representatives, we have certain fiduciary responsibilities to which we must adhere.  These are stricter standards than those required of a typical advisor, broker or registered representative.

Independence:

Greenleaf Financial Strategies is an independent investment advisory firm.  With no affiliation to a major brokerage house, we are free to select those investment vehicles that we believe represent the best fit for clients.

Value:

Our service is personal, our fees are modest, and we offer independent, unbiased, advice tempered by 25 years of experience.  We feel that presents a superior value in today's marketplace.
Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

HOT TOPIC: Will Federal Reserve Tactics Help the Ailing U.S. Economy?

This article looks at policy tools that the Federal Reserve has used in the past and may use going forward in its attempts to spur economic growth. It also explains the possible implications of a long-term, low-interest-rate environment for investors, savers, and retirees.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

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