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Gifting to Grandchildren
The great thing about implementing a gifting program for grandchildren is that, if you start when they are young, there is a lot of time for gifted assets to accumulate and appreciate. -
A note from Chris Cassidy, CEO
MY FIRST EXPERIENCE with LLCs came in my early twenties. A few friends and I started up an LLC to… -
2024 Tax Updates
Each year, the IRS updates various tax provisions to keep pace with inflation. For 2024, in addition to changes to the tax brackets and rates, several other changes are also taking place. -
Financial & Lifestyle Planning
By Jill Dolan and Katie Gardner It has been a full year since we rolled out our enhanced Financial Planning… -
Plan Early and Be Flexible
By Nathan Alexander, CPA,CFP The number of small businesses seeking an exit and transition strategy appears to be at an… -
Simply Different
By Chris Lafayette, CFA It’s always fun speaking with prospective clients. Typically, people end up in our office for the… -
Welcome to the Keene Office
We are pleased to announce the opening of our newest office, located at 81 Court Street, in Keene, N.H. Former… -
The Significance of a Logo
By Chris Cassidy, CEO Anyone who has seen TCV account statements, letterhead, business cards or company apparel has undoubtedly seen… -
“Good times never seem so good…”
By Chris Lafayette, CFA “Bull markets climb a wall of worry” is a notion seasoned investors are likely familiar with…. -
Best wishes, Chris!
Please join us in congratulating Chris Chapman on his retirement! Chris has been an invaluable employee-owner of TCV for twenty-one… -
Set It & Forget It: Is your estate plan ever really done?
By Lisa Counsell Are any of you Gardeners? I am. Vegetables, not just flowers. Winter is long. By April my… -
Stick to what you know or seek help
By Chris Cassidy, CEO I initially enrolled in college planning to be an English major. I took several English courses… -
A List for Long Term Capital Management
By Paul Copeland AUGUST 1998 was the 3rd worst month for stocks in the last 50 years, with the market… -
Do you really need an estate plan?
By Jeanne Blackmore There are some questions that you should ask only if you are prepared to accept the answer,… -
529 Plans are Getting More Flexibility
Beginning in 2024, the SECURE Act 2.0 will allow the beneficiaries of 529 plans to roll over up to $35,000… -
Quarterly Update: Greetings
By Chris Cassidy, CEO My first memorable experience with taxes came when I was 16 years old. I was working… -
Investing in bonds is cool?!
By David DeBellis, CFA & Portfolio Manager As a dyed-in-the-wool “stock guy,” it pains me to admit it, but bonds…