Newsletters
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Can a Trust Company Practice 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… -
Why Is Diversification Important?
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… -
Should You Name a Trust as Your IRA Beneficiary?
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… -
What I Learned Hiking in Europe: Shawshank Redemption
By Jack Davidson, President My spousal responsibility of hiking in foreign countries is a gift that I would often like… -
Peter Sherlock Appointed Chairman of the TCV Board
Peter Sherlock, longtime TCV boa rd member, has been elected Chairman of the Board. Complementing our new CEO, Chris Cassidy,… -
A Conversation with TCV’s New CEO
By Ellen Lowery Our own Chris Cassidy has been named TCV’s new President & CEO, succeeding our founder, Jack Davidson…. -
Exit 4: My Retirement as President & Chairman of the Board
By Jack Davidson, President In late August of 1970, I put our newborn son in the bassinet in the back… -
The Math Is in Your Favor!
By Todd Gray, Portfolio Manager Among several quotes of wisdom that I have taped on my desk is one that…
