Archives for 2015
By definition, Truepoint is in the “wealth management” business. While this term reflects our professional function and primary goal of enhancing our clients’ financial wellbeing, the ultimate purpose of the work we do goes much deeper than the dollars. True joy for us comes in helping our clients’ aspirations become reality.
The “Bipartisan Budget Act of 2015” has been approved by the House of Representatives, the Senate and was signed by President Obama on Monday. In this Viewpoint, Financial Planning Specialist Eric Ross sheds light on how these changes could impact you. The Bipartisan Budget Act of 2015 has significant implications for the
The Federal Open Market Committee (FOMC) is the group which establishes interest rate targets for the Federal Reserve’s monetary policy. On December 14, 2008, the FOMC cut the federal-funds rate to near-zero, where it has remained for nearly seven years. During that time, our investment team has addressed many questions
Alexandra is a wealth advisor specializing in working with multi-generational family clients while Ryan's role as a wealth advisor allows him the opportunity to encourage money conversations within families. In this Viewpoint, they collaborate to bring awareness to an often overlooked piece of wealth transfer success. Clients often talk to us about
For several decades investors have debated the merits of “active” versus “passive” investment approaches, and there are many well-documented arguments for each. In this Viewpoint, we discuss the nature of these labels, the drawbacks to active management, and what we believe to be the best approach for investors. What's in a
Stagnant wage growth, anemic consumer spending, below-average inflation, and plunging oil prices: without any other context you might conclude that the U.S. stock market should be falling off a cliff. Instead, U.S. stocks have returned over 200% since the financial crisis. Are we missing something? The answer is no, we are
Longevity annuities are experiencing an increase in visibility due to recent tax law changes, promising guaranteed income for life and fewer taxes through the use of a Qualified Longevity Annuity Contract, or QLAC. For those approaching or already well into retirement, this may seem like the perfect solution to quelling those
Many families struggle to organize their financial matters. Even more fail to effectively prepare their estate, and more importantly, their loved ones, for the unexpected. In this Viewpoint, Courtney Weber and Tom Bentley discuss strategies for getting organized and effectively communicating estate plans. Simple mention of the words “estate planning” can
Many taxpayers fail to benefit from the tremendous value proactive tax planning can deliver. In this Viewpoint, tax specialist Nichole Williams partners with the investment team to discuss strategies for minimizing the impact of taxes. As we find ourselves already in March, with April quickly approaching, taxes are likely top of
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.