Carrie McDonnell

Financial Advisor | Rochester, Vermont


I want my clients to feel empowered and engaged when making investment decisions. Investing should reflect who you are and what you value.

Carrie McDonnell | Articles on Investing

Carrie McDonnell | Articles on Investing 829-6954

Charitable Giving & Tax Strategies

By Financial Advisor Carrie McDonnell

Learning how to leverage tax strategies as an added benefit to charitable giving, or even as a primary goal, could be important to maintaining high levels of philanthropic giving in the years ahead.

Dividend Income: What is a dividend and what should I do with dividends in my portfolio?

By Financial Advisor Carrie McDonnell

When you buy a stock, you become a shareholder in that company. A dividend is the distribution of a company’s earnings to its shareholders, a gift of sorts for their investors.

Traditional IRA v. Roth IRA

By Financial Advisor Carrie McDonnell

In this article you will find a breakdown of the differences between the two types of accounts and their associated benefits so you can determine whether a Traditional IRA or Roth IRA is best suited for you and your goals.

Investing in a Bear Market

By Financial Advisor Carrie McDonnell

An awareness of how markets have historically performed and how our emotions affect investment decisions can help calm investors and boost confidence during a bear market.

Vermont Teachers: Guide to Retirement and Investing

By Financial Advisor Carrie McDonnell

Considering how impactful and critical educators are to our state’s future, one would expect our teacher retirement system to be designed to ensure full financial security for these civil servants. Unfortunately, this is not the case.

Investment Guide for Vermont Teachers

By Financial Advisor Carrie McDonnell

As a financial advisor who formerly worked in education, I am particularly sympathetic to educators who have been fed poor advice. I encourage teachers (and any individual investor) to spend a little time upfront educating themselves on best practices in investing.

How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Square Mailers
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Finacial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

Shelburne, VT Financial Advisor

Frank Koster

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

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Burlington, VT Financial Advisor

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77 College Street #3A

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Rochester, VT Financial Advisor

Carrie McDonnell

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Michael van Eyck

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772

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