Blog

Today is Giving Tuesday!

Dec 01, 2020
Today is Giving Tuesday! Right now, people around the globe are coming together to show kindness and generosity by giving their voices, time, money, goods, and more to support communities and causes. Today,…

Giving the gift of Education with a 529 Education Savings Plan

Nov 24, 2020
If you want to give a gift to a child that will have a lasting impact on his or her life, consider contributing to the child’s college savings plan using a 529 Savings Plan.   Why use a 529 plan? 529…

GivingTuesday

Nov 19, 2020
GivingTuesday is a global day of generosity that will take place on Dec 1, 2020. It is a global generosity movement, unleashing the power of people and organizations to transform their communities and…

Rebalancing Your Portfolio: Why, When, and How to Do It

Nov 05, 2020
Rebalancing your portfolio by restoring it to your target allocation can help manage risk and keep your investment plan on track. Here are a few things to know about rebalancing. Why rebalance your…

3 Legal Documents You May Need if You Become Sick or Injured

Oct 29, 2020
 Here are the three legal documents you may need if you become sick or injured:  1. Health care proxy. A health care proxy, also known as a durable power of attorney for health care, is the document…

Free Webinar: 2021 Market Forecast

Oct 28, 2020
2021 Market Forecast Tuesday, December 1, 2020Time: 12:00PM – 1:00PM ESTVirtual Zoom Meeting 2020 has been a record setting year when it comes to change, uncertainty and market and economic turmoil.…

Williston VT Event: Impact Investing

We are very pleased to launch our first "Roundtable" event of the season in our Williston, Vermont office. Join us for an intimate discussion about Impact Investing with Michael L. Thompson, CAP®, AIF®…