Despite the complexity inherent in much of the finance world, achieving a successful investment experience often boils down to avoiding counterproductive behavior. Among the most damaging of these behaviors are market-timing and performance-chasing. Recent studies detail both the widespread nature of these tendencies and the incredible wealth destruction that can
Archives for October 2009
The past twelve months have been an unprecedented time for financial markets in modern history. Against this backdrop, we convened our third Annual Client Meeting at the Cincinnati Art Museum. In this communication we highlight some of the key messages delivered to our clients and guests. State of the Firm We have
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). 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.