Employee Perspectives
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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…. -
Batteries
By Jack Davidson The Prius and the Trust Company of Vermont arrived in the same year. Based on my perspective,… -
Bubbles
By Jack Davidson I grew up on Long Island. I have a problem with bubbles. Twice each summer my parents… -
Teamwork
By Susan Fowler, Esq., Vice President What do a horse, a donkey, and a goat have to do with Trust… -
What if You Leave Your IRA in Trust?
By Jennifer Rowe, Esq., Trust Administrator If you plan to leave your retirement account in trust for your children or… -
What I Learned Hiking in Europe: Shawshank Redemption
By Jack Davidson, President My spousal responsibility of hiking in foreign countries is a gift that I would often like… -
Exit 4: My Retirement as President & Chairman of the Board
By Jack Davidson, President In late August of 1970, I put our newborn son in the bassinet in the back… -
The Math Is in Your Favor!
By Todd Gray, Portfolio Manager Among several quotes of wisdom that I have taped on my desk is one that… -
Timepieces as Investments
By Jack Davidson As a youth, I would wind my mechanical watch, and forget to rewind it, and then reset… -
Larry Bird & Loss Aversion
By Paul Copeland, CFA & Portfolio Manager In the mid-80s my father was occasionally able to buy Celtics tickets from… -
Ashes to Ashes & Dust to Dust is Complex
By Jack Davidson The primary focus of most estate plans is what happens when we leave? How do we save taxes? -
Lions and Tigers and Bears, Oh My
By Todd Gray Departing from our normal approach of addressing one particular investment theme in each newsletter… -
The Hill and Your IRA and the 50% Penalty
By Jack Davidson I am a tax advisor to my twin sister, Jill. Thus, I worry about the metaphorical hill… -
Why is Our Employee Ownership Important to You?
By Christopher Chapman We proudly state on our website and in many of our documents that we are an employee-owned company. -
Great Things Come in Small Packages
By Steve Singiser My April Newsletter article closed with the following thought… -
Did Vermont Just Make Estate Planning Easier?
By Jack Davidson Many lawyers have been promoting living trusts to save estate taxes, coupled with the added benefit of avoiding the probate court.
