Archives for 2007
Over the last five years foreign equity markets have significantly outperformed the U.S. market, causing the subject of foreign investing to be very popular with both investment professionals as well as the general public. Truepoint has always maintained a healthy allocation to foreign equities for the primary purpose of reducing portfolio
We’ve entered that most wonderful time of year. No, not the holiday season. I mean the election season and the dazzling amount of political mumbo-jumbo, accounting tricks and finger pointing; you know, those time-honored traditions that have become the fabric of our election process. The tax question we seem to hear
At our recent annual client meeting, noted author Dr. Lee Hausner described a number of strategies for effective wealth management that also serve to strengthen families. In Dr. Hausner’s view, family strength comes from active efforts to build and preserve human, intellectual and social capital, in addition to financial capital.
Fueled by the explosive growth of online information, identity theft is on the rise. In fact, law enforcement agencies are reporting that this type of criminal activity is becoming increasingly organized and sophisticated. Much of this private information is readily available in the public domain. Other information may be simply stolen
Large transactions over the past two years have drawn a significant amount of attention to the private equity asset class. Bain Capital, KKR and Merrill Lynch, for example, teamed up to pay $21 billion to acquire hospital operator HCA, Inc. The Blackstone Group, another large private equity manager, recently announced
As part of Truepoint's commitment to client service excellence, we initiated a formal client satisfaction dialogue survey with Wm Law & Associates, Inc. in January 2005. Wm Law & Associates, Inc. is an established consulting firm with a proven record of helping financial services organizations sustain growth and profitability. Commitment
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser. Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & 2B filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.