Before you spend your bonus or other financial windfall, take some time to consider how you might use the money so that it has a lasting impact on your life and other people's lives. Here are a few ideas.…

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive. A broad market index tracking data since 1926 in the US shows…

Now that you’ve handled what’s urgent, it’s time to focus on what’s important. But what is really important to you? Is it helping those in need? Is it leaving an inheritance for kids or grandkids? Is it…

Smart Charitable Giving Strategies During a Pandemic Thursday, November 5th, 2020Time: 12:00PM – 1:30PM ESTVirtual Zoom Meeting These are extraordinary times and the need for charitable giving is overwhelming.…

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.…

Davis & Hodgdon has published the 24th annual edition of the firm’s tax table brochure. You can download the 2021 tax tables brochure on our Resources page or simply click here!   

Webinar: COVID-19 Lessons from a Vermont Primary Care Physician Tuesday, February 23rd12pm-1pmvia Zoom Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial welcomes Dr. Mark Pitcher of GoodHEALTH…

Inflation - What Investors Need to Know Wednesday, July 21st12pm-1pmVia Zoom Guest: Larry Swedroe, National Speaker and Investment Author, Buckingham Wealth Partners What is going on with inflation…

Market recap for the week of June 21, 2021: Click here to view the market recap. Inflation fears had an impact on the markets last week while folks try to figure out if this is transitory or signs of…

Virtual Townhall: Investing in Vermont’s CommunitiesWednesday, September 22nd12:00pm - 1:00pm Guest: Will Belongia, Executive Director at the Vermont Community Loan Fund Join us and discover how the…