Employee Perspectives
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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… -
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… -
Larry Bird & Loss Aversion
By Paul Copeland, CFA & Portfolio Manager In the mid-80s my father was occasionally able to buy Celtics tickets from… -
Timepieces as Investments
By Jack Davidson As a youth, I would wind my mechanical watch, and forget to rewind it, and then reset… -
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… -
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…
