Archives
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Colleague Introduction: Timberly Grout
TCV is delighted to welcome Timberly Grout to our Brattleboro Office as a Trust Officer. Timberly is a Certified Trust… -
Perspective from the President
By Chris Cassidy, CEO Thanks to the wise advice of my Trust Company colleagues, I immediately opened a Roth IRA… -
Staying in the Game
By Tanner Freeman When I was growing up in Vernon, Vermont, my family and I attended a few UMass-Amherst basketball… -
IRA Update 2022
By Kasey Franzoni, CISP The New IRA SECURE Act Proposed Regulations and the Impacts on the 10-Year Rule In December… -
The Quality of Competitive Advantages
By Paul Copeland, CFA My father often told me it’s better to buy high-quality equipment and take good care of… -
Colleague Introduction: Katie Gardner
TCV is happy to welcome Katie Gardner to our Brattleboro Office as a Trust Administrator. Katie brings years of financial… -
Quarterly Update
By Chris Cassidy, CEO I started at Trust Company of Vermont as a full-time employee in 2006. At the time,… -
The Snowball Effect
By Chris Lafayette, CFA & Portfolio Manager It was an 11th grade Investing class at Burlington High School where I… -
Helpful Planning Reminders for 2022
2022 brought some changes to estate and gift tax exemptions, as well as retirement account contribution limits. Understanding these various… -
Colleague Introduction: Matthew Cheever
TCV is excited to welcome CFO / Compliance Officer, Matthew Cheever, to our Burlington Office. Matt is a Certified Public… -
Colleague Introduction: Chris Lafayette
TCV is happy to welcome investment manager Chris Lafayette to our Burlington Office. Chris holds the Chartered Financial Analyst (CFA)… -
Supply Chain Woes
By Ben Ferris, CFA & Portfolio Manager The recent bout of inflation in 2021 has spurred much discussion about the… -
Disc Golf Investing
By Paul Copeland, CFA & Portfolio Manager My friend Rob was part of a group who designed the Living Memorial… -
Practicing Law
By Jack Davidson My first job after I graduated from law school was as a tax editor for Prentice Hall…. -
Quarterly Update
By Chris Cassidy, CEO Soon after I joined Trust Company of Vermont, I enrolled in a Master of Business Administration… -
Colleague Introduction: Jeanne Blackmore, Livia DeMarchis, Kate Murphy and Nancy Mongeon
TCV is delighted to to welcome Jeanne Blackmore, Livia DeMarchis, Kate Murphy and Nancy Mongeon, all from a local law… -
Quarterly Update
By Chris Cassidy, CEO When I started my freshman year of college, I opened an Ameritrade Account. I had worked… -
The Importance of Diversification
Each summer after school gets out, we send our kids to a variety of summer camps. I vividly remember one…
