Newsletter Archive
Newsletter Archive
- Intro Chris Cassidy, CEO
- Focusing on investing for the long-term, Paul Copeland CFA
- Do you really need an estate plan?, Jeanne Blackmore, Esq.
- Updates to 529 Plans
- Intro Chris Cassidy, CEO
- Investing in bonds is cool?! David DeBellis, CFA
- Cyber Security, Angela Bowman, COO
- Tax time…. Again, Lisa Counsell
- Congratulations Jane!
- Steve’s 2nd act
- Intro Chris Cassidy
- Financial Planning ,Katie Gardner, Trust Administrator
- A Conversation with Angela Bowman Chris Cassidy, CEO and Portfolio Manager
- Making Sense of the 2022 Markets and Economy David DeBellis, CFA
- Intro Chris Cassidy
- Saving for College Livia DeMarchis, Esq. Trust Counsel
- IRA Dancin’ in September Chris Cassidy, CEO and Portfolio Manager
- Intro Chris Cassidy
- Staying in the Game Tanner Freeman, Portfolio Manager
- IRA Update 2022 Kasey Franzoni, CISP & Trust Administration
- The Quality of Competitive Advantages Paul Copeland, CFA & Portfolio Manager
- Intro. Chris Cassidy
- The Snowball Effect Chris Lafayette
- Helpful Planning Reminders for 2022
- Intro Chris Cassidy
- Practicing Law Jack Davidson
- Disc Golf Investing Paul Copeland
- Supply Chain Woes Ben Ferris
- Recipes
- Intro Chris Cassidy
- The Importance of Diversification Ian Estabrooks
- Dealing with the Inherited 10-year IRA Rule Chris Chapman & Jennifer Rowe
- Batteries Jack Davidson
- Teamwork Susan Fowler
- The Price of a Malibu in California Chris Cassidy
- Bubble Jack Davidson
- Covid Update
- Bitcoin: What Is It and Should You Own Some? David DeBellis
- Two Factor ID Coming
- Consistency in Chaos Chris Cassidy
- What if You Leave Your IRA in Trust? Jennifer Rowe
- More Strategies for Dealing with the Secure Act’s 10-Year Rule Chris Chapman
- What I Learned Hiking in Europe: Shawshank Redemption Jack Davidson
- Peter Sherlock Appointed TCV CHOB
The Math Is in Your Favor Todd Gray
-
- Larry Bird & Loss Aversion Paul Copeland
- Timepieces as Investments Jack Davidson
- Exit 4 Jack Davidson
January 2021 Special Edition – A conversation with TCV’s New CEO
- December 2020 Special Newsletter
- An Interview with Jack Davidson
- 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
- So What’s Up with the Stock Market? Chris Cassidy & Ben Ferris
- 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
- Estate Planning & Privacy Jack Davidson
- 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
- The Nifty Fifty & the Trauma of the Beep 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
- Current Views on the Market Ben Ferris
- October 2019
- Lions and Tigers and Bears, Oh My! Todd Gray
- The Hill and Your IRA and the 50% Penalty Jack Davidson
- Lions and Tigers and Bears, Oh My! Todd Gray
- 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
- Why Is Our Employee Ownership Important to You? Chris Chapman
- 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
- Ancient Advice for a College Graduate David DeBellis
- January 2019
- Fear & Being “Normal” David DeBellis
- Wrestling & the Fiduciary Jack Davidson
- Cybersecurity Ellen Lowery
- Statement Notes
- Fear & Being “Normal” David DeBellis
- 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
- Yogi Berra & Investment Wisdom Chris Chapman
- 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
- What? Stock Prices Can Be Volatile? Trust Investment Committee
- 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
- Will Charitable Giving Fall in 2018? Christopher Chapman
- 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
- So, Maybe Some Cash Isn’t So Bad After All Trust Investment Committee
- July 2017
- Sports Illustrated May Have Saved My Soul, and My Portfolio Jack Davidson
- From SRI to ESG at TCV Trust Investment Committee
- Sports Illustrated May Have Saved My Soul, and My Portfolio Jack Davidson
- 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
- Déjà Vu: 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
- Gold: Ultimate Storehouse of Value or Just a Pretty Rock? Todd Gray
- July 2016
- Keep Calm & Carry On David DeBellis
- Vermont’s Traveling Estate Tax Jack Davidson
- Keep Calm & Carry On David DeBellis
- 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 2014
-
- 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 2013
-
- 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 2012
-
- 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 2011
-
- 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
<
-
- October 2010
-
- 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 2009
-
- 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 2008
-
- 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 2007
-
- 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 2006
-
- 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
- October 2005
-
-
-
-
-
- January 2005
- Colleague Profile – Jane Waysville
- George von Trapp Opens New Stowe Office
- Financial Markets Commentary & 2005 Outlook David DeBellis
- Trust Terms Jack Davidson
- January 2005
-
-
-
-
-
-
-
-
-
- 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 2004
-
-
-
-
-
-
-
-
-
- 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
<
-
- October 2003
-
-
-
-