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Both rebalancing and tax-loss harvesting are important strategies we employ in up and down markets – things we can control when it can be easy to let emotions get the

Our series on the Frank Duke Method continues, focusing on how the technique works and comparing it to other methods for distributing P&G retirement funds.

Truepoint is honored to be named a 2020 Top Workplace by the Cincinnati Enquirer. While these continue to be challenging times, our culture is what holds us all together.