Newsletters
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Timepieces as Investments
By Jack Davidson As a youth, I would wind my mechanical watch, and forget to rewind it, and then reset… -
Larry Bird & Loss Aversion
By Paul Copeland, CFA & Portfolio Manager In the mid-80s my father was occasionally able to buy Celtics tickets from… -
A New Act for Jack
Jack Davidson, founder and President of TCV, recently shared his decision to step down from his President & CEO role to focus… -
Estate Planning and Privacy
By Jack Davidson Understanding communication in the early sixties was a challenging issue for college students. -
There is No Such Thing as a Risk-Free Lunch
By Paul Copeland, CFA Like many people, I was surprised by a refund check from my insurance company as COVID-19 stay-at- home orders have led to fewer accidents. -
The Nifty Fifty & The Trauma of The Beep
By Jack Davidson I was hired as a trust administrator at the Vermont National Bank in November of 1970. The market was doing well and life was pleasant. -
How Is the Dow Jones Industrial Average Calculated?
By Bonnie McLellan In 1987, a year after I started working in a trust department as an assistant portfolio manager, the DJIA (Dow Jones Industrial Average) was trading around 2,000. -
Financial Headlines
By Ben Ferris, CFA Financial headlines are dominated by well-known conditions and widely anticipated events such as actions by the Federal Reserve and trade disputes by world powers. -
What Is a Pet Trust?
By Jack Davidson The primary focus of most estate plans is what happens when we leave? How do we save taxes? -
Ashes to Ashes & Dust to Dust is Complex
By Jack Davidson The primary focus of most estate plans is what happens when we leave? How do we save taxes? -
Bigger May Not Be Better
By Ben Ferris, CFA The size of these companies fits more into the “need to know” category. -
Current Views on the Market
By Ben Ferris, CFA I believe it is fruitless to spend much time worrying or forecasting macroeconomic factors. -
Lions and Tigers and Bears, Oh My
By Todd Gray Departing from our normal approach of addressing one particular investment theme in each newsletter… -
The Hill and Your IRA and the 50% Penalty
By Jack Davidson I am a tax advisor to my twin sister, Jill. Thus, I worry about the metaphorical hill… -
Why is Our Employee Ownership Important to You?
By Christopher Chapman We proudly state on our website and in many of our documents that we are an employee-owned company. -
Great Things Come in Small Packages
By Steve Singiser My April Newsletter article closed with the following thought… -
Living Trust vs Will: What Vermonters Need to Know
By Jack Davidson Many lawyers have been promoting living trusts to save estate taxes, coupled with the added benefit of avoiding the probate court. -
Ancient Advice for a College Graduate
By David DeBellis On May 17th of this year, I will have the joy of watching my son walk across the stage at his college graduation.
