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TRUEPOINT IN THE NEWS

20Jan

Truepoint Wealth Counsel Names Three New Shareholders

Cincinnati Business Courier profiles new additions to shareholder group.

24Dec

Couples and Money: When Together Is Better

Eric Ross quoted in Kiplinger's on retirement savings strategies married couples should consider.

Truepoint Viewpoint

Viewpoints

P&G Changes LTIP Award Timing & Retention Policy

Nate Johnson, CFP®

February 14, 2020

P&G recently changed the timing of the annual LTIP award along with a new policy on how awards are treated at retirement or special separation.

How to Make the Most of Your RSU Payout

John S. Evans, CPA/PFS, CFP® and Nichole Williams, CPA

February 14, 2020

For P&G award recipients, it's time for your RSU payout! For those who need to change their delivery preferences, now is the time to do so.

Roth IRAs: What You Need to Know about “Backdoor” Contributions

Nate Johnson, CFP® and Nichole Williams, CPA

February 14, 2020

Income limits may prevent higher-earning individuals from making direct contributions to a Roth IRA, but there is a planning strategy known as a "backdoor" contribution.

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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