As you review your portfolio’s 2014 performance, you’ll notice it was a more modest year compared to the double-digit returns enjoyed in 2013. Coincidentally, the 2014 return landed quite close to the average annual return we would expect to see long term – the same figure we incorporate in financial
Archives for January 2015
As we celebrate our 25th anniversary, Truepoint Wealth Counsel is honored to be the trusted partner of over 600 families. From the start, we’ve done business one way and one way only: by embracing the fiduciary standard that puts the client’s best interests first, always. It has been said that fiduciary duty
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