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Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead
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Virtual Townhall: 2023 Market Review: Lessons Learned and a Look Ahead

Click here to register! What investing lessons did 2023 teach…

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Virtual Townhall: Navigating Turbulent MarketsVirtual Townhall:
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Virtual Townhall: Navigating Turbulent MarketsVirtual Townhall:

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Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values
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Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values

Click here to register for this event. As part of…

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Virtual Townhall: Investing in Gender Diversity and Women’s Leadership

*Copper Leaf Financial is holding a free virtual townhall on…

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Scott announces $57.9 million investment in venture capital for Vermont entrepreneurs

State Small Business Credit Initiative Program to Establish Venture Capital…

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Tax News & Resources

Virtual Town Hall Recording: ETFs and Your Investment Portfolio

To view the recording of this 01/12/2022 virtual townhall please…

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Tax News & Resources | Uncategorized

Virtual Townhall: Investing in Vermont’s Communities

Virtual Townhall: Investing in Vermont’s Communities Wednesday, September 22nd12:00pm –…

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Inflation – What Investors Need to Know

As investors most of us have not dealt with sustained…

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Virtual Townhall: Inflation – What Investors Need to Know

Virtual Townhall: Inflation – What Investors Need to Know Wednesday,…

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Tax News & Resources

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall

Webinar: Navigating Turbulent Financial Markets: An Investing Town Hall Thursday,…

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Tax News & Resources

2020 Tax Planning Tip: Keep taxes to a minimum on investments in taxable accounts

Harvest investment losses to help lower your tax bill. One…

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A 2025 Mid-Year Checklist that EVERY Business Should Review

READ MORE A 2025 Mid-Year Checklist that EVERY Business Should Review

How Are Rising Interest Rates Affecting Personal and Business Taxes?

READ MORE How Are Rising Interest Rates Affecting Personal and Business Taxes?

Beware: Top Identity Theft Scams and How to Protect Yourself

READ MORE Beware: Top Identity Theft Scams and How to Protect Yourself

Implications of the Proposed Republican Tax Bill

READ MORE Implications of the Proposed Republican Tax Bill

The Spring 2025 Issue of Nonprofit Notes is Here!

READ MORE The Spring 2025 Issue of Nonprofit Notes is Here!

Staff Spotlight: Meet the Manager – Ashley Wilson

READ MORE Staff Spotlight: Meet the Manager – Ashley Wilson

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Williston Office:
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T: 802-878-1963, F: 802-876-1864

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T: 802-775-7132, F: 802-773-3810

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8 South Main Street, St. Albans City, VT 05478
T: 802-878-1963, F: 802-876-1864

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