Truepoint Viewpoint

Lauren M. Niestradt October 13, 2026

Forming Your Own Investment Philosophy

Most people don’t sit down one day and decide, “This is my investment philosophy.” Instead, our ideas about investing (and money in general) tend to develop over time. They may be shaped by our parents, our first experiences with money, a previous advisor, the financial news we consume, or dialogue we see on social media. But […]

Guy M. Clanton October 13, 2026

Offered A Voluntary Separation Package? Ask These Three Questions

A voluntary separation package is a financial offer given to an employee who voluntarily resigns from their job. It’s often given as an alternative to layoffs or as a way for the employer to downsize their workforce. These packages usually come with compelling incentives beyond just a financial payout. If you’re reviewing a separation package […]

Kate Brownstein and Ted Parchman August 4, 2026

2026 P&G LTIP and STAR Award Election: Weighing Your Choices

Our P&G team offers analysis on the LTIP and STAR Awards.

Josh Borges July 16, 2026

Trump Accounts: Essentially an IRA for Children

The recently passed One Big Beautiful Bill Act introduced Trump Accounts, a new savings vehicle designed for children under age 18. In the bill, a “Trump Account” is defined as “…an individual retirement account as defined in Internal Revenue Code section 408(a) which is not designated as a Roth IRA.” Who qualifies for a Trump Account? Under the law, […]

Sarah Tenhundfeld July 13, 2026

529 Plans Have Become More Flexible Than Many Families Realize

When many people think about a 529 plan, they think of a simple college savings account. Save money, invest it for growth, and use it to pay for tuition someday. While that’s still true, today’s 529 plans offer far more flexibility than they did even a few years ago. Legislative changes have expanded how 529 assets can […]

Conor Feldmann June 16, 2026

Section 351 Exchanges: The Portfolio Cleanup Tool Hiding in the Tax Code

“The only useful financial innovation in the last 20 years is the ATM.” That was former Federal Reserve Chairman Paul Volcker’s assessment in the aftermath of the 2008 Global Financial Crisis, when acronym’d products like CDSs and CDOs helped turn “financial innovation” into a phrase that deserved side-eye. Wall Street has a long history of dressing up complexity as sophistication. Too often complex “solutions” wind up boosting the […]

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Shelly Bailey October 13, 2026

Transitioning to Adulthood: Estate Planning Essentials for Young Adults Turning 18