Newsletters
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Cyber Safety- What to Know
By Angela Bowman My email was hacked- what do I do now? If you believe your email account has been… -
Is there an AI Bubble?
By Devon Walsh I first learned about an AI chatbot known as Chat GPT when I was in college. I… -
Planning for the Next Generation- Roth Tricks
By Jeanne Blackmore and Tanner Freeman In this article, we discuss some simple strategies to leverage a child or grandchild’s… -
Newsletter Introduction
By Chris Cassidy FROM THE TIME I WAS SIXTEEN until the time I graduated from college, I had several different… -
Is Gold a Smart Hedge, or Just Shiny…. Should Gold be in Your Portfolio?
By Devon Walsh, CFA Is it all glitter? Due to geopolitical uncertainty, investments in rare metals like gold and silver… -
Unlocking Their Full Potential: 529 Plans
By Nathan Alexander, CPA, CFP® When we consider the puzzle of how to fund higher education, we often think of… -
A Parent’s Perspective on College Savings: The Power of 529 Plans
By Angela Bowman Over the years, we have written many times about 529 plans and the importance of starting early. This… -
Newsletter Introduction
By Chris Cassidy IN 2025, PRECIOUS METALS WERE one of the best performing asset classes. Gold returned over 60% for… -
2026 Tax Guide
2026 Tax Updates- The IRS updates various tax provisions annually to keep pace with inflation. Our October 2025 newsletter addressed, in detail, many of the changes introduced by the One Big Beautiful Bill Act (OBBBA). The following is a summary of 2026 Tax Updates. Do not hesitate to reach out to your TCV team if you have questions or would like to discuss how these updates will affect you. -
Managing the Cost of Your Child’s Wedding
By Nanette Stevens WEDDING COSTS TODAY can be overwhelming, and traditions around who pays for what have changed dramatically. Instead… -
Advantages of New Hampshire Trust Laws
By Livia DeMarchis, Esq. IN 2023, TRUST COMPANY OF VERMONT opened an office in Keene, New Hampshire and officially registered… -
The $1,000,000 Cup of Coffee
By Chris Lafayette THE HOLIDAY SEASON has a way of sweeping us into a glittery, cinnamon-scented tornado of consumerism. Somewhere… -
The Young Professionals Bucket List
What to do when overwhelmed by the To-Do’s By Sofia Menyalkin Having graduated from college this past May, I’ve been thinking… -
Newsletter Introduction
By Chris Cassidy DECEMBER IS A DIFFICULT TIME of year for me. I have no issues with cold weather and… -
Unpacking the Tax Provisions of the One Big Beautiful Bill Act
By Nathan Alexandar ALMOST FORTY YEARS AGO IN 1986, the American income tax system was heavily reformed, reducing the top… -
OBBBA Leaves Stocks Largely on the Same Trajectory
By Chris Lafayette MY TEN-YEAR-OLD SON loves sports, and in the off-season, while there are no games, he keeps me… -
Estate Tax Planning & The One Big Beautiful Bill Act
By Lisa Counsell and Jeanne Blackmore Prior to the enactment of OBBBA, the federal estate tax exemption was $13.9 million per… -
Newsletter Introduction
By Chris Cassidy ON JULY 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law as Public…
