Archives
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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… -
Cyber Security: How to keep your information secure
By Angela Bowman At Trust Company of Vermont, we take protecting your data seriously. In today’s world, you can barely… -
Tax time…again
By Lisa Counsell As I type these words, the view out my window is gray, wet, and bleak – exactly… -
Congratulations Jane!
A Trust Company of Vermont founder, Jane Waysville has been a vital employee-owner since the beginning. You may not know… -
Quarterly Update
By Chris Cassidy, CEO Last year for Valentine’s Day, I gave my wife the least romantic present that a husband… -
A Conversation with TCV’s Chief Operating Officer, Angela Bowman
By Chris Cassidy, CEO Angela Bowman was named Trust Company of Vermont’s first Chief Operating Officer this past fall. The… -
Making Sense of the 2022 Markets and Economy
By David DeBellis, CFA & Portfolio Manager A big question any stock or bond investor could ask is, why is… -
IRS Announces Adjustments to Deduction Amounts, Income Tax Brackets and Retirement Contribution Limits for 2023
By Kasey Franzoni, CISP On October 18, 2022, the Internal Revenue Service announced the tax year 2023 annual inflation adjustments… -
Financial Planning
By Katie Gardner, Trust Administrator I am delighted to introduce myself and thrilled to have joined Trust Company of Vermont…
