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  • 2997 Shelburne Road
  • Shelburne, VT 05482
  • Office: 802.985.8808
  • Fax: 802.985.8850


What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.


Monday, November 11, 2019

Dear Clients, In 1945, there were sixteen million of them. Today, there are less than 500,000 left. They endured the hardships of the Depression. They watched firsthand as radio, talking pictures, and television changed how we live....


Wednesday, May 15, 2019

After months of relative quiet, the trade war between the U.S. and China has erupted again in a big way. The markets are the most immediate casualty, with the Dow plunging over 600 points on Monday alone.1 In all likelihood,...


Wednesday, March 6, 2019

When it comes to changing your community, most people probably think you need a lot of money, fame, or power. But when a colleague shared the following story1 with me, I learned something important: Sometimes, all it takes to change...


Tuesday, December 4, 2018

“A player surprised is a player half-beaten.” – Chess Proverb The World Chess Championship is currently being played in London, and for the first time in decades, an American could be crowned as champion. But this...


Thursday, October 31, 2013

As the American population ages into retirement, younger generations may be the ones responsible for picking up the pieces. There’s only one problem: the younger generation is in no position to do so.A recent study by the Urban...