On December 16, 2009, the Securities and Exchange Commission (the “SEC”) adopted amendments to Rule 206(4)-2 (the “Custody Rule”) under the Investment Advisers Act of 1940. This represents just one of the many steps taken by the SEC to protect investors in the wake of a number of high-profile fraudulent
Archives for 2010
In a recent Wall Street Journal column, writer Jason Zweig addresses the oft-debated topic of the appropriate foreign allocation within a stock portfolio. Zweig concludes that, for most investors, their stock allocation should mirror the allocation of the world’s equity markets – which is to say 42% in the U.S.
Happy New Year! 2010 marks Truepoint's twenty-year anniversary. Reflecting on this milestone, I am reminded that the firm continues to be guided by the same fiduciary principle that was the basis of its founding. By eliminating conflicts of interest and aligning compensation structures with client advice and goal achievement, Truepoint is
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.