Employee Perspectives
-
Is Gold a Smart Hedge, or Just Shiny…. Should Gold be in Your Portfolio?
By Devon Walsh, CFA Is it all glitter? Due to geopolitical uncertainty, investments in rare metals like gold and silver… -
Unlocking Their Full Potential: 529 Plans
By Nathan Alexander, CPA, CFP® When we consider the puzzle of how to fund higher education, we often think of… -
A Parent’s Perspective on College Savings: The Power of 529 Plans
By Angela Bowman Over the years, we have written many times about 529 plans and the importance of starting early. This… -
Newsletter Introduction
By Chris Cassidy IN 2025, PRECIOUS METALS WERE one of the best performing asset classes. Gold returned over 60% for… -
Managing the Cost of Your Child’s Wedding
By Nanette Stevens WEDDING COSTS TODAY can be overwhelming, and traditions around who pays for what have changed dramatically. Instead… -
Advantages of New Hampshire Trust Laws
By Livia DeMarchis, Esq. IN 2023, TRUST COMPANY OF VERMONT opened an office in Keene, New Hampshire and officially registered… -
The $1,000,000 Cup of Coffee
By Chris Lafayette THE HOLIDAY SEASON has a way of sweeping us into a glittery, cinnamon-scented tornado of consumerism. Somewhere… -
The Young Professionals Bucket List
What to do when overwhelmed by the To-Do’s By Sofia Menyalkin Having graduated from college this past May, I’ve been thinking… -
Newsletter Introduction
By Chris Cassidy DECEMBER IS A DIFFICULT TIME of year for me. I have no issues with cold weather and… -
Unpacking the Tax Provisions of the One Big Beautiful Bill Act
By Nathan Alexandar ALMOST FORTY YEARS AGO IN 1986, the American income tax system was heavily reformed, reducing the top… -
OBBBA Leaves Stocks Largely on the Same Trajectory
By Chris Lafayette MY TEN-YEAR-OLD SON loves sports, and in the off-season, while there are no games, he keeps me… -
Estate Tax Planning & The One Big Beautiful Bill Act
By Lisa Counsell and Jeanne Blackmore Prior to the enactment of OBBBA, the federal estate tax exemption was $13.9 million per… -
Newsletter Introduction
By Chris Cassidy ON JULY 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law as Public… -
IRA QCDs- A way to give to your favorite charities
By Kasey Franzoni DID YOU KNOW that Individual Retirement Account (IRA) owners and Inherited IRA beneficiaries over age 70 ½… -
Travel and Cyber Safety Practices From Our Team
By Angela Bowman OVER THE YEARS WE HAVE WRITTEN various articles about cybersecurity and best practices when it comes keeping your… -
Planning Through Uncertainty and Volatility
By Jeanne Blackmore A CONSEQUENCE OF THE POLICY changes being implemented by the current federal administration is uncertainty and volatility… -
Nooks and Crannies of Estate Planning
By Jack Davidson WHEN I MOVED FROM NEW YORK CITY to Vermont in 1970, the moving van housed a few… -
Overconfidence
By Paul Copeland JUST OVER 30 YEARS AGO, Orange County, CA declared bankruptcy. Three thousand government employees ended up losing…
