Archives for 2014
Sarah Sherman works with Truepoint employees, advising them on healthcare decisions, while Nate Johnson assists clients in assessing healthcare options and choosing the best one for their financial plan. In this Viewpoint, they collaborate to provide an integrated view of how to assess your healthcare choices. In today’s world, the term
Sensible. Stable. Superior risk-adjusted returns. These words are often used to describe dividend investing, or strategies that seek to identify companies which regularly distribute profits as cash to shareholders. While it sounds attractive, too much of a focus on income can cause a portfolio to become less tax efficient, more
We know we can’t control the markets. But the good news is that, as investors, we can control costs. By considering fees as part of the decision criteria when choosing investments, you can actually impact performance by enhancing the after-cost return of your portfolio. To paraphrase John Bogle, founder and
Our upcoming 2014 Client Meeting will mark the kick-off to Truepoint’s 25th anniversary. As one of the early fee-only advisory firms, the evolution of Truepoint has revolved around one thing: always striving to serve the client better. And our dedication to continually improving the client experience is as fervent today
It’s likely you’ve seen some version of these headlines and wondered what truth they may hold. We will put these statements into plain language and historical context to assess what implications they may have for your portfolio. Is it Overvalued? Valuing the Stock Market There are various measurements investors use to determine
As high school graduation parties come to an end, priorities for parents and students begin to shift to college: shopping for dorm room essentials, planning for orientation, etc. There are plenty of questions running through parents’ minds: What will he major in? Who is her roommate? Is my child really
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