Newsletter Archive

Newsletter Archive


October 2021

  • Intro  Chris Cassidy
  • The Importance of Diversification  Ian Estabrooks
  • Dealing with the Inherited 10-year IRA Rule Chris Chapman & Jennifer Rowe  
  • Batteries Jack Davidson

July 2021

  • Teamwork  Susan Fowler
  • The Price of a Malibu in California  Chris Cassidy
  • Bubble  Jack Davidson
  • Covid Update

April 2021

  • 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

January 2021

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

  • 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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Brattleboro Office

86 Linden Street
P.O. Box 1280 (all mail)
Brattleboro, VT, 05301
802.254.9400
Toll Free: 877.753.4401
Map and directions

Burlington Office

286 College Street
Burlington, VT 05401
802.846.9860
Toll Free: 866.616.0070
Map and directions

Manchester Office

5245 Main Street
P.O. Box 1015
Manchester Center, VT 05255
802.367.1200
Map and directions

Rutland Office

23 Court Street
Rutland, VT 05701
802.776.9400
Map and directions