Newsletters
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How Can You Give Tax-Free Gifts to Grandchildren?
The great thing about implementing a gifting program for grandchildren is that, if you start when they are young, there is a lot of time for gifted assets to accumulate and appreciate. -
A note from Chris Cassidy, CEO
MY FIRST EXPERIENCE with LLCs came in my early twenties. A few friends and I started up an LLC to… -
Financial & Lifestyle Planning
By Jill Dolan and Katie Gardner It has been a full year since we rolled out our enhanced Financial Planning… -
How Do You Prepare to Sell Your Business?
By Nathan Alexander, CPA,CFP The number of small businesses seeking an exit and transition strategy appears to be at an… -
Simply Different
By Chris Lafayette, CFA It’s always fun speaking with prospective clients. Typically, people end up in our office for the… -
Welcome to the Keene Office
We are pleased to announce the opening of our newest office, located at 81 Court Street, in Keene, N.H. Former… -
The Significance of a Logo
By Chris Cassidy, CEO Anyone who has seen TCV account statements, letterhead, business cards or company apparel has undoubtedly seen… -
“Good times never seem so good…”
By Chris Lafayette, CFA “Bull markets climb a wall of worry” is a notion seasoned investors are likely familiar with…. -
Best wishes, Chris!
Please join us in congratulating Chris Chapman on his retirement! Chris has been an invaluable employee-owner of TCV for twenty-one… -
How Often Should You Update Your Estate Plan?
By Lisa Counsell Are any of you Gardeners? I am. Vegetables, not just flowers. Winter is long. By April my… -
Stick to what you know or seek help
By Chris Cassidy, CEO I initially enrolled in college planning to be an English major. I took several English courses… -
A List for Long Term Capital Management
By Paul Copeland AUGUST 1998 was the 3rd worst month for stocks in the last 50 years, with the market… -
Do you really need an estate plan?
By Jeanne Blackmore There are some questions that you should ask only if you are prepared to accept the answer,… -
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…
