Archives: July 2021

Inflation – What Investors Need to Know

Jul 29, 2021
As investors most of us have not dealt with sustained inflation for more than 40 years. However, many economists, such as former Treasury Secretary Larry Summers are now worried about the heightened risk of or rising inflation caused by massive fiscal and monetary stimulus provided by the federal reserve. Our economy is already seeing signs of strong recovery and every day we see evidence of increased prices on items like washing machines, lumber and even used cars.

COVID-19 Business Coaching Available for Farm, Food & Forest Sector Businesses

Jul 22, 2021
The Vermont Farm & Forest Viability Program, a program of the Vermont Housing & Conservation Board is expanding services to help working land businesses navigate urgent needs related to COVID-19. Funding for this program is coming from the State of Vermont, allocated by the Vermont Legislature.

Ready to Retire As a Business Owner? You Need an Exit Strategy

Jul 22, 2021
When you are ready to retire and sell your business, it is imperative to know what your company is worth, what documents you need to have ready, and who the potential buyer could be.

Virtual Townhall: Dimensional Fund Advisors: Who Are They and Why Should Investors Care?

Jul 21, 2021
Dimensional Fund Advisors is perhaps the largest investment manager that is unknown to the general public. Despite this, Copper Leaf Financial uses Dimensional funds in many client portfolios. Now is your chance to find out why and ask questions about one of our best kept secrets!

The Upside of Tax Season: Davis & Hodgdon’s 2021 Community Donation

Jul 16, 2021
Thanks to the responsiveness of our wonderful clients we are excited to announce that this year our firm will be donating $850 to two local nonprofits. This amount was split in half and based on input from clients and staff, $425 was given to Mercy Connections’ Women’s Small Business Program of Chittenden County and the Center for Women and Enterprise of Rutland County.