Newsletter Archive

Newsletter Archive


  • January 2017

    • Déjà Vu:  Jack Davidson
    • Welcoming New Colleagues
    • Taking Care of Family: Angela Bowman
    • Taking Care of Family Finances: Nanette Stevens
    • Taking Care of Pets: Jane Waysville
    • Taking Care of Digital Assets: Chris Chapman
    • Taking Care of Portfolio Assets: Rich Pearce
    • Taking Care of a Resident Trustee: Jack Davidson
  • October 2016

    • Gold: Ultimate Storehouse of Value or Just a Pretty Rock? Todd Gray
    • Spousal Trusts Angela Bowman
    • Beware: Legislation May Have Amended Your Trust Without Your Knowledge  Chris Chapman
    • The “QTIP”  Jack Davidso
  • July 2016

    • Keep Calm & Carry On David DeBellis
    • Vermont’s Traveling Estate Tax Jack Davidson
  • April 2016

    • The Long View Greg McConahey
    • March Madness
    • Is Smoking Good for Us? Jack Davidson
  • January 2016
    • What Can You Learn in an Airport? Chris Cassidy
    • Flip the Pyramid Jack Davidson
    • Charity IRA Distributions Jeanne Gilbert & Angela Bowman
    • Timeshare Estate Planning Alert

  • October 2015
    • Down Memory Lane, Part III, with Portfolio Manager Steve Singiser
    • No Contest Jack Davidson
  • July 2015
    • Down Memory Lane, Part II, with Portfolio Manager Steve Singiser
    • Who is Taking Advantage of the Elderly? Jack Davidson
    • How to Deal with the Social Security Office
  • April 2015
    • Down Memory Lane with Portfolio Manager Steve Singiser
    • Zeno’s Paradox Jack Davidson
    • Letter to Our Clients: We’re Getting Younger
  • January 2015
    • I Don’t Know & I Don’t Care Todd Gray
    • The Boys in the Boat Jack Davidson
    • Communications
    • Bond Tax Reporting Changes
    • October 2014
      • Reconnecting with the Brooks Brothers Jack Davidson
      • Dear Mr. Buffet David DeBellis
    • July 2014
      • The Certainty of Expenses vs. the Uncertainty of Returns Chris Cassidy
      • Estate Planning in Vermont 2014 Jack Davidson
    • April 2014
      • What I Learned from the Financial Crisis David DeBellis
      • Downtown Abbey Jack Davidson
      • The Challenge of Rich Man, Poor Man Trust Jack Davidson
    • January 2014
      • The Trouble with Crab Cakes Chris Cassidy
      • Complexity Part II Jack Davidson
      • Staying Connected
      • Staying Put
    • October 2013
      • Your Well-Intentioned Broker May Imperil Your Trust Jack Davidson
      • In Defense of Coffee Jack Davidson
    • July 2013
      • Market Commentary David DeBellis & Chris Cassidy
      • Complexity Jack Davidson
    • April 2013
      • The Importance of Planning David DeBellis
      • TCV Estate Planning Alert Jack Davidson
    • January 2013
      • It’s the End of the World as We Know It…and I Feel Fine Chris Cassidy
      • Staying Put Jack Davidson
    • October 2012
      • The Life Cycle of a Portfolio Jack Davidson
    • July 2012
      • Vermont Trust Law Modernization Continues Christopher Chapman
      • Vermont Estate Tax – The Peculiar Law Jack Davidson
      • The Brain Jack Davidson
    • April_2012
      • Moneyball & Value Investing Todd Gray
      • Hidden Sensors Jack Davidson
    • January 2012
      • The Winner’s Game David DeBellis
      • 2012 Economic & Market Outlook More of the Same – Living in the New Normal Todd Gray
    • October 2011
      • Medicare Shopping
      • Retirement Planning 101 Russian Kettlebells Jack Davidson
    • July 2011
      • Investing in Foreign Bonds David DeBellis
      • Steam Jack Davidson
    • April 2011
      • Taking Good Care Todd Gray
      • Happy Second Anniversary, Bull Market Todd Gray
      • Face to Face with Facebook Jack Davidson
    • January 2011
      • A Look in the Rear View Mirror Todd Gray
      • A Look at the Road Ahead Todd Gray
      • Proscrastination Perils Jack Davidson
      • Vermont’s Trust Code Tools Christopher Chapman
    • October 2010
      • All That Glitters Chris Cassidy
      • Thinking Inside The Box Jack Davidson
    • July 2010
      • Past Performance Perils David DeBellis
      • Sailing in a Secular Bear Market Jack Davidson
      • The Merits of Limited Diversification Chris Cassidy
      • Word Processors, Estate Planning and the Impact of Modernism Jack Davidson
    • April 2010
      • Happy Anniversary Bull Market David DeBellis
      • Poof Planning Jack Davidson
      • Looking Ahead: The Predictive Science Jack Davidson
    • January 2010
        • Market Reflections Peter Sherlock
        • A Preliminary Planning Checklist for 2010
        • In Memoriam – Joseph Constance Sr.
        • The Brain & Retirement Planning 101 Jack Davidson

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    • October 2009
      • Retirement Planning 101 – Downsizing Jack Davidson
      • What is the direction of interest rates and the stock market? Steve Singiser
    • July 2009
      • Inflation Ahead? Gregory McConahey
      • Vermont Estate Tax Alert – Immediate Action Required Jack Davidson
    • April 2009
      • How Bad Is It? Peter Sherlock
      • Are We There Yet? Chris Cassidy
      • Go raibh maith agat in remembrance of Ed Safer
      • Thank You Senator Gannett
      • Our New Home in Brattleboro
      • Questions of the Times Ellen Lowery
      • The Future of the Trust Industry, Employee Ownership & the Trust Company of Vermont Jack Davidson
    • January 2009
      • Financial Markets Commentary Steve Singiser
      • Wall Street, Main Street, and the Vermont Community Loan Fund Jack Davidson
    • October 2008
      • The Benefits of Risk Management Jack Davidson
      • Financial Markets – The Road Ahead David DeBellis
    • July 2008
      • Oil: There Will Be? Christopher Cassidy
    • April 2008
      • Financial Markets – The Road Ahead Gregory McConahey
      • Joint Trusts – Part III Chris Chapman
    • January 2008
      • The Year Ahead in the Financial Markets Christopher Cassidy
      • Joint Trusts – Part II Chris Chapman
    • October 2007
      • TCV Welcomes New Colleagues
      • New Office in Manchester
      • New Home for Rutland
      • This Year Only. . .IRA’s Can Be Used for Charitible Gifts Chris Chapman
      • Colleague Profile – Death, Taxes & Chris Cassidy From The Free Throw Line
    • July 2007
      • Seasickness and Estate Taxes – Is Navigating the Changing Currents of Estate Tax Law Making You Queasy? Christopher Chapman
      • Colleague Profile – Ashley Ferrone
    • April 2007
      • Singing the Subprime Mortgage Blues
      • Colleague Profile – Peter Sherlock
    • January 2007
      • Financial Markets Review & 2007 Outlook
      • Colleague Profile – Jack Davidson
    • October 2006
      • Colleague Profile – Lori Miller
      • Musings on the Oracle of Omaha Chris Cassidy
    • July 2006
      • Reversion to the Mean Greg McConahey
      • Colleague Profile – Stowe’s George von Trapp
    • April 2006
      • Our Investment Process Rich Pearce
      • New Burlington Location Update
      • Colleague Profile – Butch Hebert
      • Don’t Be Immobilized by Current Events Greg McConahey
    • January 2006
      • 286 College Street – Our New Home in Burlington Jack Davidson
      • Financial Markets – The 2006 Outlook David DeBellis
      • Colleague Profile – Nanette Stevens
      • Limbo, Where Art Thou? Jack Davidson
    • October 2005
      • The TCV Investment Approach Steve Singiser
      • Colleague Profile – Jeanne Gilbert
    • July 2005
      • Financial Markets Summary & Outlook Greg McConahey
      • Colleague Profile – Mary Ann McDermott
    • April 2005
    • Quarterly Financial Summary & Outlook David DeBellis
    • Colleague Profile – Angie Freeman
            • January 2005
              • Colleague Profile – Jane Waysville
              • George von Trapp Opens New Stowe Office
              • Financial Markets Commentary & 2005 Outlook David DeBellis
              • Trust Terms Jack Davidson
            • October 2004
              • The Longevity of Oil Christopher Cassidy
              • Financial Markets – Third Quarter Commentary & Outlook David DeBellis
              • Colleague Profile – David DeBellis
            • July 2004
              • Financial Markets – Second Quarter Commentary & Outlook David DeBellis
              • Colleague Profile – Chris Chapman
            • April 2004
              • Financial Markets – First Quarter Commentary & Outlook David DeBellis
              • Colleague Profile – Bobi Flynn
              • Vermont Legislature Considers Landmark Trust Bill Chris Chapman
              • Loan to Westgate Housing Kicks Off Investment Program for Non-Profits Jack Davidson
            • January 2004
              • Financial Markets Commentary – The Year Ahead David DeBellis
              • Colleague Profile – Rich Pearce
            • October 2003
              • TCV Introduces Investments in Non-Profits Jack Davidson
              • Colleague Profile – John Abel
            • July 2003
              • Market Commentary David DeBellis
              • New Rutland Office
              • Colleague Profile – Ellen Lowery
            • Second quarter 2003
              • What Does the Future Hold? Steve Singiser
              • Financial Markets Commentary David DeBellis
              • Colleague Profile – Steve Singiser
            • Year-end newsletter
                • Alliance with New Hampshire Trust Company
                • New Colleagues

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Brattleboro, VT, 05301
802.254.9400
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Burlington, VT 05401
802.846.9860
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P.O. Box 1015
Manchester Center, VT 05255
802.367.1200
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Rutland Office

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Rutland, VT 05701
802.776.9400
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St. Albans Office

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St Albans, VT 05478
802.524.6200
Toll Free: 800.349.7968
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