Newsletter Archive

October 2020
- So What’s Up with the Stock Market? Chris Cassidy & Ben Ferris
- Beware Survivorship Bias Paul Copeland
- The Home Town View of Investments Jack Davidson
- New IRA Rules Change the Tax Deferral Game Chris Chapman, Jenny Rowe & Jeanne Gilbert
- Clearing Hurdles with IRA Inheritances Chris Chapman, Jenny Rowe & Jeanne Gilbert
- Cybercrime & Covid TCV Technology Committee

July 2020
- Estate Planning & Privacy Jack Davidson
- There is No Such Thing as a Risk-Free Lunch Paul Copeland
- In Memory of Justice Ernest Gibson
- Congratulations to John Abel

April 2020
- The Nifty Fifty & the Trauma of the Beep Jack Davidson
- Financial Headlines Ben Ferris
- How the DJIA is Calculated Bonnie McLellan
- Working at Home & the Pandemic Jack Davidson
- The SECURE Act & Your IRA Jack Davidson

January 2020
- Current Views on the Market Ben Ferris
- Bigger May Not Be Better Ben Ferris
- Ashes to Ashes & Dust to Dust is Complex Jack Davidson
- Estate Planning & Pet Ownership Jack Davidson
- Our TCV Pets

October 2019
- Lions and Tigers and Bears, Oh My! Todd Gray
- The Hill and Your IRA and the 50% Penalty Jack Davidson

July 2019
- Why Is Our Employee Ownership Important to You? Chris Chapman
- Great Things Come in Small Packages Steve Singiser
- Did Vermont Just Make Estate Planning Easier? Jack Davidson

April 2019
- Ancient Advice for a College Graduate David DeBellis
- Dividends vs Total Return Steve Singiser
- Hibernation in Vermont Jack Davidson
- Self-Proving Wills & Spencer Tracy Jack Davidson

January 2019
- Fear & Being “Normal” David DeBellis
- Wrestling & the Fiduciary Jack Davidson
- Cybersecurity Ellen Lowery
- Statement Notes

October 2018
- Nothing Costs a Nickel Anymore Ben Ferris
- Welcoming Ben Ferris
- E-Statements
- Hildebrandt’s Jack Davidson

July 2018
- Yogi Berra & Investment Wisdom Chris Chapman
- Who is in the Room? Jack Davidson

April 2018
- What? Stock Prices Can Be Volatile? Trust Investment Committee
- Does Mother Need a Guardian? Susan Fowler
- A Will May Be A Dead Giveaway of Your Investment Choices Jack Davidson
- Clawbacks Jack Davidson

January 2018
- Will Charitable Giving Fall in 2018? Christopher Chapman
- The “Act” Jack Davidson
- No Thank You, Mr. Buffet Steve Singiser
- How the Gun Taught Me About Evolution Jack Davidson

October 2017
- So, Maybe Some Cash Isn’t So Bad After All Trust Investment Committee
- Phishing, Hacking, Spoofing Angela Bowman
- The Equifax Security Breach Chris Chapman

July 2017
- Sports Illustrated May Have Saved My Soul, and My Portfolio Jack Davidson
- From SRI to ESG at TCV Trust Investment Committee
April 2017
- Consider the Fed Charles Boardman
- March Madness
- A Bear Market Anniversary Todd Gray
- Grandfathering, My Subaru and Special Needs Trusts Jack Davidson

January 2017
- Déjà Vu: Jack Davidson
- Welcoming New Colleagues
- Taking Care of Family: Angela Bowman
- Taking Care of Family Finances: Nanette Stevens
- Taking Care of Pets: Jane Waysville
- Taking Care of Digital Assets: Chris Chapman
- Taking Care of Portfolio Assets: Rich Pearce
- Taking Care of a Resident Trustee: Jack Davidson

October 2016
- Gold: Ultimate Storehouse of Value or Just a Pretty Rock? Todd Gray
- Spousal Trusts Angela Bowman
- Beware: Legislation May Have Amended Your Trust Without Your Knowledge Chris Chapman
- The “QTIP” Jack Davidso

July 2016
- Keep Calm & Carry On David DeBellis
- Vermont’s Traveling Estate Tax Jack Davidson

April 2016
- The Long View Greg McConahey
- March Madness
- Is Smoking Good for Us? Jack Davidson

January 2016
- What Can You Learn in an Airport? Chris Cassidy
- Flip the Pyramid Jack Davidson
- Charity IRA Distributions Jeanne Gilbert & Angela Bowman
- Timeshare Estate Planning Alert

October 2015
- Down Memory Lane, Part III, with Portfolio Manager Steve Singiser
- No Contest Jack Davidson

July 2015
- Down Memory Lane, Part II, with Portfolio Manager Steve Singiser
- Who is Taking Advantage of the Elderly? Jack Davidson
- How to Deal with the Social Security Office

April 2015
- Down Memory Lane with Portfolio Manager Steve Singiser
- Zeno’s Paradox Jack Davidson
- Letter to Our Clients: We’re Getting Younger

January 2015
- I Don’t Know & I Don’t Care Todd Gray
- The Boys in the Boat Jack Davidson
- Communications
- Bond Tax Reporting Changes

- October 2014
  - Reconnecting with the Brooks Brothers Jack Davidson
  - Dear Mr. Buffet David DeBellis
- July 2014
  - The Certainty of Expenses vs. the Uncertainty of Returns Chris Cassidy
  - Estate Planning in Vermont 2014 Jack Davidson
- April 2014
  - What I Learned from the Financial Crisis David DeBellis
  - Downtown Abbey Jack Davidson
  - The Challenge of Rich Man, Poor Man Trust Jack Davidson
- January 2014
  - The Trouble with Crab Cakes Chris Cassidy
  - Complexity Part II Jack Davidson
  - Staying Connected
  - Staying Put

- October 2013
  - Your Well-Intentioned Broker May Imperil Your Trust Jack Davidson
  - In Defense of Coffee Jack Davidson
- July 2013
  - Market Commentary David DeBellis & Chris Cassidy
  - Complexity Jack Davidson
- April 2013
  - The Importance of Planning David DeBellis
  - TCV Estate Planning Alert Jack Davidson
- January 2013
  - It’s the End of the World as We Know It…and I Feel Fine Chris Cassidy
  - Staying Put Jack Davidson

- October 2012
  - The Life Cycle of a Portfolio Jack Davidson
- July 2012
  - Vermont Trust Law Modernization Continues Christopher Chapman
  - Vermont Estate Tax – The Peculiar Law Jack Davidson
  - The Brain Jack Davidson
- April_2012
  - Moneyball & Value Investing Todd Gray
  - Hidden Sensors Jack Davidson
- January 2012
  - The Winner’s Game David DeBellis
  - 2012 Economic & Market Outlook More of the Same – Living in the New Normal Todd Gray

- October 2011
  - Medicare Shopping
  - Retirement Planning 101 Russian Kettlebells Jack Davidson
- July 2011
  - Investing in Foreign Bonds David DeBellis
  - Steam Jack Davidson
- April 2011
  - Taking Good Care Todd Gray
  - Happy Second Anniversary, Bull Market Todd Gray
  - Face to Face with Facebook Jack Davidson
- January 2011
  - A Look in the Rear View Mirror Todd Gray
  - A Look at the Road Ahead Todd Gray
  - Proscrastination Perils Jack Davidson
  - Vermont’s Trust Code Tools Christopher Chapman

- October 2010
  - All That Glitters Chris Cassidy
  - Thinking Inside The Box Jack Davidson
- July 2010
  - Past Performance Perils David DeBellis
  - Sailing in a Secular Bear Market Jack Davidson
  - The Merits of Limited Diversification Chris Cassidy
  - Word Processors, Estate Planning and the Impact of Modernism Jack Davidson
- April 2010
  - Happy Anniversary Bull Market David DeBellis
  - Poof Planning Jack Davidson
  - Looking Ahead: The Predictive Science Jack Davidson
- January 2010
  - - Market Reflections Peter Sherlock
    - A Preliminary Planning Checklist for 2010
    - In Memoriam – Joseph Constance Sr.
    - The Brain & Retirement Planning 101 Jack Davidson
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- October 2009
  - Retirement Planning 101 – Downsizing Jack Davidson
  - What is the direction of interest rates and the stock market? Steve Singiser
- July 2009
  - Inflation Ahead? Gregory McConahey
  - Vermont Estate Tax Alert – Immediate Action Required Jack Davidson
- April 2009
  - How Bad Is It? Peter Sherlock
  - Are We There Yet? Chris Cassidy
  - Go raibh maith agat in remembrance of Ed Safer
  - Thank You Senator Gannett
  - Our New Home in Brattleboro
  - Questions of the Times Ellen Lowery
  - The Future of the Trust Industry, Employee Ownership & the Trust Company of Vermont Jack Davidson
- January 2009
  - Financial Markets Commentary Steve Singiser
  - Wall Street, Main Street, and the Vermont Community Loan Fund Jack Davidson

- October 2008
  - The Benefits of Risk Management Jack Davidson
  - Financial Markets – The Road Ahead David DeBellis
- July 2008
  - Oil: There Will Be? Christopher Cassidy
- April 2008
  - Financial Markets – The Road Ahead Gregory McConahey
  - Joint Trusts – Part III Chris Chapman
- January 2008
  - The Year Ahead in the Financial Markets Christopher Cassidy
  - Joint Trusts – Part II Chris Chapman

- October 2007
  - TCV Welcomes New Colleagues
  - New Office in Manchester
  - New Home for Rutland
  - This Year Only. . .IRA’s Can Be Used for Charitible Gifts Chris Chapman
  - Colleague Profile – Death, Taxes & Chris Cassidy From The Free Throw Line
- July 2007
  - Seasickness and Estate Taxes – Is Navigating the Changing Currents of Estate Tax Law Making You Queasy? Christopher Chapman
- April 2007
  - Singing the Subprime Mortgage Blues
  - Colleague Profile – Peter Sherlock
- January 2007
  - Colleague Profile – Jack Davidson

- October 2006
  - Colleague Profile – Lori Miller
  - Musings on the Oracle of Omaha Chris Cassidy
- July 2006
  - Reversion to the Mean Greg McConahey
  - Colleague Profile – Stowe’s George von Trapp
- April 2006
  - Our Investment Process Rich Pearce
  - New Burlington Location Update
  - Colleague Profile – Butch Hebert
  - Don’t Be Immobilized by Current Events Greg McConahey
- January 2006
  - 286 College Street – Our New Home in Burlington Jack Davidson
  - Financial Markets – The 2006 Outlook David DeBellis
  - Colleague Profile – Nanette Stevens
  - Limbo, Where Art Thou? Jack Davidson

- October 2005
  - The TCV Investment Approach Steve Singiser
  - Colleague Profile – Jeanne Gilbert
- July 2005
  - Financial Markets Summary & Outlook Greg McConahey
  - Colleague Profile – Mary Ann McDermott
- April 2005
- Quarterly Financial Summary & Outlook David DeBellis
- Colleague Profile – Angie Freeman

- - - - January 2005
        
        Colleague Profile – Jane Waysville
        
        George von Trapp Opens New Stowe Office
        
        Financial Markets Commentary & 2005 Outlook David DeBellis
        
        Trust Terms Jack Davidson

- - - - October 2004
        
        The Longevity of Oil Christopher Cassidy
        
        Financial Markets – Third Quarter Commentary & Outlook David DeBellis
        
        Colleague Profile – David DeBellis
        
        July 2004
        
        Financial Markets – Second Quarter Commentary & Outlook David DeBellis
        
        Colleague Profile – Chris Chapman
        
        April 2004
        
        Financial Markets – First Quarter Commentary & Outlook David DeBellis
        
        Colleague Profile – Bobi Flynn
        
        Vermont Legislature Considers Landmark Trust Bill Chris Chapman
        
        Loan to Westgate Housing Kicks Off Investment Program for Non-Profits Jack Davidson
        
        January 2004
        
        Financial Markets Commentary – The Year Ahead David DeBellis
        
        Colleague Profile – Rich Pearce

- - - - October 2003
        
        TCV Introduces Investments in Non-Profits Jack Davidson
        
        Colleague Profile – John Abel
        
        July 2003
        
        Market Commentary David DeBellis
        
        New Rutland Office
        
        Colleague Profile – Ellen Lowery
        
        Second quarter 2003
        
        What Does the Future Hold? Steve Singiser
        
        Financial Markets Commentary David DeBellis
        
        Colleague Profile – Steve Singiser
        
        Year-end newsletter
        
        Alliance with New Hampshire Trust Company
        
        New Colleagues
        
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