Dec 15, 2021
What is all the fuss with Exchange Traded Funds (ETFs) and why should it matter to you? Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring investment strategist Anthony Caruso, CFA® of Dimensional Fund Advisors, we will take a close look at ETFs and answer all of your questions about how they could fit into investment portfolios.
Dec 14, 2021
As is our holiday tradition, the staff at Davis & Hodgdon and Copper Leaf Financial held a holiday gift drive for families in need! Most recently, our staff in Rutland and Addison Counties bought gifts…
Dec 09, 2021
2021 has been filled with market uncertainty and economic turmoil in the form of unprecedented inflation. The financial media’s focus on stock market forecasts and their predictions for the year ahead by so-called experts can feel overwhelming. Join us for our next virtual roundtable event “2022 Market Preview with Larry Swedroe” and learn how proper planning (not baseless predictions) can eliminate the guessing and instead rely on data and evidence as a path to investment success.
Nov 03, 2021
The Small Business Administration Vermont District Office supported approximately $1 billion in loans and COVID-19 relief funds from October 1, 2020 to September 30, 2021, the agency’s fiscal year.
Oct 19, 2021
Trusts could play an important role as you plan for your family’s future, yet it’s surprising how little most people know about them. Whether you have an existing trust or maybe you are considering it for your situation- join us and discover everything you should know about them to make the best choice for your family.
Oct 14, 2021
Common Good VT has announced their October-December webinar partnerships! Don’t miss any of these upcoming training opportunities with their nonprofit serving partners!
Sep 29, 2021
The Agency of Commerce and Community Development (ACCD) is now accepting applications for more than $10,580,000 for the Capital Investment Grant Program. This new program, proposed by the Scott Administration and passed by the Legislature through Act 74, is funded through the American Rescue Plan Act (ARPA) to support capital investment projects that will assist Vermont’s economic recovery effort.
Sep 17, 2021
If you operate a maple business in Vermont, the UVM Extension is offering a free series of webinars that will be filled with advice on everything from business management and legal agreements, to tapping practices and land-use tax programs. This series will cover a wide range of important topics that are designed to help Vermont maple businesses thrive by increasing profits and improving forest health.
Sep 15, 2021
If your business, like so many others, struggled as a result of the pandemic you might be interested in finding out if you qualify for the Employee Retention Credit (ERC). Many business owners that initially…
Aug 24, 2021
Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial is pleased to welcome Will Belongia, Executive Director of the VCLF for Copper Leaf’s next townhall event.
Aug 16, 2021
It's with mixed emotions that we say "farewell" and "happy retirement" to one of our valued staff members. Martha Leonard joined Davis & Hodgdon Advisory Group in 2015 and in that time she has become…
Aug 11, 2021
There are 59 Vermont performing arts organizations that have shared more than $18 million under the federal Shuttered Venue Operations Grants program.
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.
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!
Jul 09, 2021
The second-tier priority group for the Economic Recovery Bridge Program is now able to apply. The first tier was intended for businesses that had not previously received state or federal recovery funds. Now applications are being accepted from businesses and non-profits who have received prior state and federal funds but can still demonstrate a net tax loss in 2020 due to COVID-19.
Jul 09, 2021
Yard sales are a time-honored tradition in Vermont, but be careful not to have too many in one year.
Jul 08, 2021
Upcoming Change to Federal 1099-Ks
Jun 30, 2021
The Department has updated its videos illustrating Vermont's Homestead Declaration. The first video provides an overview and answers common homeowner questions. The second video provides answers to some more unusual ownership situations.
Jun 29, 2021
The Agency of Commerce and Community Development (ACCD) is a great source for information about state and federal COVID-19 recovery grants.
Jun 22, 2021
Virtual Townhall: Inflation - What Investors Need to Know