VT Women’s Fund seeks to identify 10,000 women-owned businesses
The Vermont Women’s Fund is seeking data to better document…
Vermont Business Owners: Participate in the 2022 Annual Business Economic Survey
In an effort to better understand Vermont small- to medium-sized…
2021 Holiday Gift Drive in Rutland and Chittenden Counties
As is our holiday tradition, the staff at Davis &…
Virtual Town Hall Recording: 2022 Market Preview with Larry Swedroe
To view the recording of this 12/2/2021 virtual townhall please…
Vermont small businesses received $1 billion from SBA in FY21
The Small Business Administration Vermont District Office supported approximately $1…
Meet the Associate: Lori Pavich
Lori is a Remote Staff Accountant for the firm’s Client…
$10 million in Vermont capital improvement grants now available
ACCD Accepting Applications for First Phase of New Capital Program…
It’s time to take an Evidence-based Approach to Your Investments
An evidence-based approach to your investment portfolio has a special…
Creating A Charitable Legacy
Some may feel uncomfortable about leaving their charitable mission in…
Virtual Townhall: Investing in Vermont’s Communities
Virtual Townhall: Investing in Vermont’s Communities Wednesday, September 22nd12:00pm –…
PPP Borrowers File for Forgiveness
The Small Business Administration Vermont District Office is reminding Paycheck…
Thank you Martha Leonard!
It’s with mixed emotions that we say “farewell” and “happy…
Meet Molly Passalacqua
We are very excited to introduce our new Wealth Advisor,…
Client in the News: Grow Compost Grows a Business
Congrats to our client in the news! Lisa Ransom and…
Business Owners: Use QuickBooks Online to Create and Manage Your Budget
Creating an annual budget for your business can be challenging,…
Downtown Rutland Businesses Begin to Emerge from Pandemic
In downtown Rutland, which has long been working to fill…
Pandemic Restrictions Ease and Vermont Businesses Adjust
The Center for Disease Control and Prevention announced last week…
Virtual Townhall: Changing the Game with Impact Investing: Align Your Money with your Values
Virtual Townhall: Changing the Game with Impact Investing: Align Your…
Dental Industry Moves Towards Normal Operations
Over the past year many dental practices were mandated to…
SBA Shuttered Venue Grant Program
The US Small Business Administration will start accepting applications for…
CARES Act Stimulus Checks Via Debit Cards
During the Coronavirus pandemic, millions of Americans expected to get…
Wealth Advisor – Copper Leaf Financial
To view the Wealth Advisor position please click here. *Copper…
Business Survival & Growth Tips During Economic Uncertainty
After calculating your annual revenue for 2020, you noticed that…
Webinar: Long Term Care Considerations in the Age of COVID-19
Our affiliated financial planning firm is thrilled to welcome Mark…