To view and print a PDF version of the Q4 2014 Commentary, click here. 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
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
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). 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.