Whats Happening

Each year, in celebration of our hard working staff, Davis & Hodgdon submits a tax season community donation to a local nonprofit - voted on by our staff! And the $500 tax season donation goes to... The…

Better Places is a non-competitive, community matching grant program empowering Vermonters to create inclusive and vibrant public places serving Vermont’s designated downtowns, village centers, new town centers, or neighborhood development areas.

Online Events & Training for Nonprofit Organizations in Vermont, listed by Common Good Vermont.

Do you want to be confident that your investments are aligned with your most deeply held beliefs and values? Do you wish your investments were helping to create a more sustainable future?

The Addison County Chamber of Commerce and the Addison County Economic Development Corporation and are pleased to announce a series of business webinars in 2022. Each webinar covers a different topic relevant to the Addison County business and non-profit communities, presented by local business owners and support organizations.

Join internationally certified wine experts Nancy Koziol and Kaiya Kirk on Zoom as you swirl, sniff, and sip your way into learning what you need to know to enjoy wine better. Feel like a rockstar the next time you shop for wine!

Davis & Hodgdon Advisory Group(link is external), a business and financial services firm with locations in Williston and Rutland, announced that Kathryn Diedrichsen has earned senior certified professional certification from the Society for Human Resource Management.

The Vermont Women’s Fund is seeking data to better document women’s contribution to Vermont’s economy through an initiative called This Way Up: There’s power in our numbers. Up-to-date information about…

The Vermont Agency of Agriculture, Food, & Markets (VAAFM) announces $500,000 in grant funds to strengthen Vermont’s specialty crop industries and producer associations. Two funding opportunities are available.

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.

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…

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.

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.

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.

Common Good VT has announced their October-December webinar partnerships! Don’t miss any of these upcoming training opportunities with their nonprofit serving partners!

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.

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.

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…

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.

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…