Newsletters
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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… -
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…
