Newsletters
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Quarterly Update
By Chris Cassidy, CEO I started at Trust Company of Vermont as a full-time employee in 2006. At the time,… -
The Snowball Effect
By Chris Lafayette, CFA & Portfolio Manager It was an 11th grade Investing class at Burlington High School where I… -
Helpful Planning Reminders for 2022
2022 brought some changes to estate and gift tax exemptions, as well as retirement account contribution limits. Understanding these various… -
Supply Chain Woes
By Ben Ferris, CFA & Portfolio Manager The recent bout of inflation in 2021 has spurred much discussion about the… -
Disc Golf Investing
By Paul Copeland, CFA & Portfolio Manager My friend Rob was part of a group who designed the Living Memorial… -
Practicing Law
By Jack Davidson My first job after I graduated from law school was as a tax editor for Prentice Hall…. -
Quarterly Update
By Chris Cassidy, CEO Soon after I joined Trust Company of Vermont, I enrolled in a Master of Business Administration… -
Quarterly Update
By Chris Cassidy, CEO When I started my freshman year of college, I opened an Ameritrade Account. I had worked… -
The Importance of Diversification
Each summer after school gets out, we send our kids to a variety of summer camps. I vividly remember one… -
Dealing with the Inherited IRA 10-Year Termination Rule
By Chris Chapman and Jennifer Rowe Last year’s new termination rule on Inherited IRAs may have been lost in the… -
Batteries
By Jack Davidson The Prius and the Trust Company of Vermont arrived in the same year. Based on my perspective,… -
Bubbles
By Jack Davidson I grew up on Long Island. I have a problem with bubbles. Twice each summer my parents… -
Teamwork
By Susan Fowler, Esq., Vice President What do a horse, a donkey, and a goat have to do with Trust… -
The Cost of a Malibu in California
By Chris Cassidy, CEO Every year I travel to California for a family reunion that occurs the last week in… -
Bitcoin: What Is It and Should You Own Some?
By David DeBellis, CFA & Portfolio Manager To say that the markets have become ‘frothy’ is an understatement. We are… -
Consistency in Chaos
By Chris Cassidy, CEO Every year in March and April, millions of sports fans turn their attention to the Men’s… -
What if You Leave Your IRA in Trust?
By Jennifer Rowe, Esq., Trust Administrator If you plan to leave your retirement account in trust for your children or… -
More Strategies for Dealing with the Secure Act’s 10-Year Rule
By Chris Chapman, CTFA & Trust Administrator With appreciation to colleagues Jeanne Gilbert and Deb Brown for their assistance My…
