Archives
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Newsletter Introduction
By Chris Cassidy, CEO October 2026 BENJAMIN FRANKLIN HAS a lot of great quotes. One of those is: “By failing… -
How To Invest During A Debt Crisis
By Chris Lafayette, CFA October 2026 While we can’t know whether a debt crisis will emerge, it doesn’t mean we… -
Investment Management 101
By Tanner Freeman October 2026 AT TRUST COMPANY OF VERMONT, we pride ourselves on serving multiple generations. From time to… -
Colleague Introduction: Belinda Krukar
Trust Company of Vermont welcomes Belinda Krukar to our fiduciary tax team. Belinda will be supporting TCV by ensuring tax… -
Helping Families Build Financial Confidence
By Jill Dolan October 2026 There are many things I value about my job at TCV, but at the very… -
Colleague Introduction: Nick Cozzolino
Nick Cozzolino has spent more than 20 years working in technology, information security, and technology leadership. His career has included… -
TCV Voted Best In Vermont Again!
Trust Company of Vermont is proud to have been named “Vermont’s Best Financial Planning and Investment Firm” for the second… -
Cyber Safety: What to Do If You’ve Been Hacked
By Angela Bowman My email was hacked- what do I do now? If you believe your email account has been… -
Is there an AI Bubble?
By Devon Walsh I first learned about an AI chatbot known as Chat GPT when I was in college. I… -
Planning for the Next Generation- Roth Tricks
By Jeanne Blackmore and Tanner Freeman In this article, we discuss some simple strategies to leverage a child or grandchild’s… -
Newsletter Introduction
By Chris Cassidy FROM THE TIME I WAS SIXTEEN until the time I graduated from college, I had several different… -
Colleague Introduction: Jason Shi
TCV is excited to welcome Jason as the newest Trust Officer in our Burlington office. Jason joins TCV with over a… -
A Simpler Way to Make Estimated Tax Payments
If you make estimated tax payments, there’s an important update to be aware of. The IRS now requires that estimated… -
Is Gold a Smart Hedge, or Just Shiny…. Should Gold be in Your Portfolio?
By Devon Walsh, CFA Is it all glitter? Due to geopolitical uncertainty, investments in rare metals like gold and silver… -
Unlocking Their Full Potential: 529 Plans
By Nathan Alexander, CPA, CFP® When we consider the puzzle of how to fund higher education, we often think of… -
A Parent’s Perspective on College Savings: The Power of 529 Plans
By Angela Bowman Over the years, we have written many times about 529 plans and the importance of starting early. This… -
Newsletter Introduction
By Chris Cassidy IN 2025, PRECIOUS METALS WERE one of the best performing asset classes. Gold returned over 60% for… -
Livia K. DeMarchis elected as a Fellow of the American College of Trust and Estate Counsel (ACTEC)
Trust Company of Vermont is proud to announce that Livia K. DeMarchis has been elected as an ACTEC Fellow. This…
