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TRUEPOINT IN THE NEWS

8Apr

Retirees Need Emergency Funds Too

Eric Ross quoted in Kiplinger's on how to build an emergency fund for retirement.
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6Feb

Saving for Retirement When the Market Goes Crazy

Michael Chasnoff quoted in Barron's on keeping portfolios on track during market volatility.
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Truepoint Viewpoint

Viewpoints

It’s All About Perspective: Understanding Change in the Markets

October 9, 2019
Excerpt: Given today’s tumultuous times, we wanted to review some of the significant changes affecting markets today and provide larger perspective to keep in mind.
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Preparing Your Financial Plan for the 2020 Election

September 17, 2019
The 2020 election is still over a year away but continues to makes headlines. When it comes to your financial plan, here are some things to consider.
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Four Things to Consider When Refinancing Your Mortgage

Truepoint Wealth Counsel
September 17, 2019
Tim O’Brien of Zipfel Capital collaborated with wealth advisor Adam Lipton to share the top things to consider when refinancing your mortgage.
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OUR INVESTMENT APPROACH

Evidence-Based

Evidence-Based

Decades of evidence confirm the extreme difficulty of beating the market .

Emotionally Intelligent

Emotionally Intelligent

Investor behavior is often the primary determinant of long-term returns.

Truly Independent

Truly Independent

A proud legacy of independence and fiduciary responsibility.

Who We Are

Founded

In 1990

One of the area’s first fee-only firms

True Fiduciaries

Always have been, always will be

100%

Employee Owned

Proud to be fully independent

Truepoint Wealth Counsel, LLC
9999 Carver Road Suite 200 Cincinnati, OH 45242
513.792.6648
or
800.792.6648