Broker Check

  • 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.


Saturday, July 4, 2020

Happy Independence Day! To commemorate our nation’s birthday, I’d like to tell you a story about a young man you’ve probably never heard of before. His name was Harry Burn, and it was 100 years ago this summer when he...


Friday, June 26, 2020

What will the economic recovery look like? It’s the million-dollar question. Will it be V-shaped, with the economy bouncing back as swiftly as it fell? Or will it be more like the Nike swoosh – a swift drop, with a long but...


Friday, June 19, 2020

Early Happy Father’s Day! As you know, this special day isn’t just a chance to buy Dad some new cologne or a card. It’s an opportunity to reflect on what fathers mean to us. The things they’ve taught, the values...


Tuesday, June 16, 2020

You’re on the highway, drumming your fingers along the steering wheel and humming to the music on your radio when suddenly you look at the speedometer. Woah! You’re driving 83 miles per hour – and the speed limit is...


Friday, May 22, 2020

In honor of Memorial Day, I’d like to tell you a story about a man named Ben Salomon. Ben Salomon was a dentist. He went to school, got his degree, and started his own dental practice at the tender age of 23. The most trying...