Employee Perspectives
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Newsletter Introduction
By Chris Cassidy, CEO Trust Company of Vermont turned twenty-five this past month having been founded in September of 1999…. -
Choosing Guardians
By Livia DeMarchis, Esq. My husband and I have young children, and it is difficult to contemplate them being raised by… -
Pearls of Wisdom
By Todd Gray After 38 years in the investment management business, I am retiring from my position as a Portfolio… -
What to Expect- Your Initial Estate Planning Appointment
By Jenny Rowe, Esq. IT’S GETTING TO BE COUNTY FAIR TIME in New England, a highlight of summer for many… -
Newsletter Introduction
By Chris Cassidy, CEO The best part of my day usually takes place around 7am. I make my two-year-old daughter… -
Client Alert: Corporate Transparency Act
Trust Company of Vermont would like to alert you to the new Corporate Transparency Act (CTA), which went into effect on January 1, 2024. -
Keep Calm and Reply On
Few experiences are as jarring as receiving correspondence from the Internal Revenue Service (IRS). -
Keeping Assets Safe
One of my favorite things to do in this line of work is help people, whether it means helping a colleague learn about irrevocable trust tax returns, walking a client through a complicated financial plan, or just giving general advice to someone who asks. -
Reminder: Beneficiary Designations
ONE OF TRUST COMPANY OF VERMONT’S core services is helping clients implement basic estate plans. -
Simply Different
By Chris Lafayette, CFA It’s always fun speaking with prospective clients. Typically, people end up in our office for the… -
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… -
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… -
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… -
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… -
Dancin’ in September
By Chris Cassidy, CEO I love the month of September. The weather in Vermont is beautiful, foliage is beginning to… -
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… -
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… -
The Snowball Effect
By Chris Lafayette, CFA & Portfolio Manager It was an 11th grade Investing class at Burlington High School where I…
