Financial News
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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. -
“Good times never seem so good…”
By Chris Lafayette, CFA “Bull markets climb a wall of worry” is a notion seasoned investors are likely familiar with…. -
529 Plans are Getting More Flexibility
Beginning in 2024, the SECURE Act 2.0 will allow the beneficiaries of 529 plans to roll over up to $35,000… -
Making Sense of the 2022 Markets and Economy
By David DeBellis, CFA & Portfolio Manager A big question any stock or bond investor could ask is, why is… -
IRS Announces Adjustments to Deduction Amounts, Income Tax Brackets and Retirement Contribution Limits for 2023
By Kasey Franzoni, CISP On October 18, 2022, the Internal Revenue Service announced the tax year 2023 annual inflation adjustments… -
IRA Update 2022
By Kasey Franzoni, CISP The New IRA SECURE Act Proposed Regulations and the Impacts on the 10-Year Rule In December… -
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… -
Supply Chain Woes
By Ben Ferris, CFA & Portfolio Manager The recent bout of inflation in 2021 has spurred much discussion about the… -
Bitcoin: What Is It and Should You Own Some?
By David DeBellis, CFA & Portfolio Manager To say that the markets have become ‘frothy’ is an understatement. We are…
