10 Things to do with a Bonus

Jan 25, 2022
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.…

History Shows That Stock Gains Can Add Up After Big Declines

May 09, 2022
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…

Move Past the Immediate, Plan for Your Goals

Jun 23, 2020
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…

Webinar: Smart Charitable Giving Strategies During a Pandemic

Oct 07, 2020
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.…

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.…

The 2021 Tax Tables are Now Available for Download

Jan 19, 2021
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

Feb 01, 2021
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…

Virtual Townhall: Inflation - What Investors Need to Know

Jun 15, 2021
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…

June 21st Market Recap

Jul 08, 2021
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 Communities

Aug 23, 2021
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…