July 2022
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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…
