Archives for April 2013
A recent Wall Street Journal article hit home for me. “Lost Inheritance” tells the story of Tom Rogerson, whose great-grandfather created substantial wealth as a banking titan. Subsequent generations, including Tom’s father, squandered the wealth through expensive hobbies and poor business decisions. The sad ending was a forced liquidation auction.
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.