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.