Newsletters
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529 Plans are Getting More Flexibility
Beginning in 2024, the SECURE Act 2.0 will allow the beneficiaries of 529 plans to roll over up to $35,000… -
Quarterly Update: Greetings
By Chris Cassidy, CEO My first memorable experience with taxes came when I was 16 years old. I was working… -
Investing in bonds is cool?!
By David DeBellis, CFA & Portfolio Manager As a dyed-in-the-wool “stock guy,” it pains me to admit it, but bonds… -
Cyber Security: How to keep your information secure
By Angela Bowman At Trust Company of Vermont, we take protecting your data seriously. In today’s world, you can barely… -
Tax time…again
By Lisa Counsell As I type these words, the view out my window is gray, wet, and bleak – exactly… -
Congratulations Jane!
A Trust Company of Vermont founder, Jane Waysville has been a vital employee-owner since the beginning. You may not know… -
Quarterly Update
By Chris Cassidy, CEO Last year for Valentine’s Day, I gave my wife the least romantic present that a husband… -
A Conversation with TCV’s Chief Operating Officer, Angela Bowman
By Chris Cassidy, CEO Angela Bowman was named Trust Company of Vermont’s first Chief Operating Officer this past fall. The… -
Making Sense of the 2022 Markets and Economy
By David DeBellis, CFA & Portfolio Manager A big question any stock or bond investor could ask is, why is… -
IRS Announces Adjustments to Deduction Amounts, Income Tax Brackets and Retirement Contribution Limits for 2023
By Kasey Franzoni, CISP On October 18, 2022, the Internal Revenue Service announced the tax year 2023 annual inflation adjustments… -
Financial Planning
By Katie Gardner, Trust Administrator I am delighted to introduce myself and thrilled to have joined Trust Company of Vermont… -
Quarterly Update
By Chris Cassidy, CEO My life changed dramatically in January with the birth of my daughter. Despite a few sleepless… -
Saving for College
By Livia DeMarchis As everyone knows, college is expensive. While it can be helpful to think of a college degree… -
Dancin’ in September
By Chris Cassidy, CEO I love the month of September. The weather in Vermont is beautiful, foliage is beginning to… -
Perspective from the President
By Chris Cassidy, CEO Thanks to the wise advice of my Trust Company colleagues, I immediately opened a Roth IRA… -
Staying in the Game
By Tanner Freeman When I was growing up in Vernon, Vermont, my family and I attended a few UMass-Amherst basketball… -
IRA Update 2022
By Kasey Franzoni, CISP The New IRA SECURE Act Proposed Regulations and the Impacts on the 10-Year Rule In December… -
The Quality of Competitive Advantages
By Paul Copeland, CFA My father often told me it’s better to buy high-quality equipment and take good care of…
