Newsletters
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IRA QCDs- A way to give to your favorite charities
By Kasey Franzoni DID YOU KNOW that Individual Retirement Account (IRA) owners and Inherited IRA beneficiaries over age 70 ½… -
Travel and Cyber Safety Practices From Our Team
By Angela Bowman OVER THE YEARS WE HAVE WRITTEN various articles about cybersecurity and best practices when it comes keeping your… -
Planning Through Uncertainty and Volatility
By Jeanne Blackmore A CONSEQUENCE OF THE POLICY changes being implemented by the current federal administration is uncertainty and volatility… -
Nooks and Crannies of Estate Planning
By Jack Davidson WHEN I MOVED FROM NEW YORK CITY to Vermont in 1970, the moving van housed a few… -
Overconfidence
By Paul Copeland JUST OVER 30 YEARS AGO, Orange County, CA declared bankruptcy. Three thousand government employees ended up losing… -
Planning for Memory Loss
By Lisa Counsell THE STATISTICS ARE SOBERING. Studies show that as many as two out of three Americans experience some level… -
Newsletter introduction
By Chris Cassidy AS A PORTFOLIO MANAGER, I get a lot of calls and emails when financial markets are doing… -
Changes to Retirement and IRA Contributions for 2025
By Ashley Neary, CISP THE IRS ANNOUNCED MANY CHANGES for 2025 which will allow you to save more for your… -
Patience and Awareness
By Gary Gibbs Often when an asset class enjoys significant relative outperformance, there begins to be talk of a bubble. Whether… -
The Bradley House and the greater awareness of Estate Planning
By Jack Davidson When I arrived in Vermont in 1970, my wife and I bought an old house that was built… -
Optimize Your Tax Strategy with Roth IRA Conversions
By Devon Walsh Roth IRAs and Traditional IRAs- What are the Differences? With a Traditional IRA, you can contribute pre-tax… -
Avoiding Probate
By Livia DeMarchis, Esq. When putting in place an estate plan, a main goal for most clients is avoiding the need… -
Newsletter introduction
By Chris Cassidy WHEN I FIRST BEGAN my career at Trust Company of Vermont, I made contributions each year to… -
2025 Tax Guide
A quick reference guide for 2025 tax planning Each year, the IRS updates various tax provisions to keep pace with… -
Change is the Constant
By Chris Lafayette, CFA ON THE SURFACE, 2025 seems to have the potential to bring greater change than usual, particularly… -
Community
By Lisa Counsell, CTFA I had the honor, recently, of being asked to join a panel of professionals for an… -
Solace in the Mountains
By Jack Davidson Christopher Cassidy, our President & CEO, announced in our last newsletter that although now retired I will… -
Sharry Rutken Retires!
All our employee-owners have special qualities. Sharry stands out for her calm, kind, thoughtful and approachable nature. She has been…
