Truepoint Viewpoint

Katrina Hartsel and Lynda A. Michael July 9, 2021

Relentless Effort: Not Just Words on a Wall

“We are a team of good people who put forth relentless effort to serve others.” This is our company’s core value statement. If you walk into the employee side of our office space, you will see it prominently displayed on our walls. We recite it with ease and wear it with pride. But like many […]

Conor Feldmann June 15, 2021

Is Your Portfolio Protected Against Inflation?

Inflation is picking up, and people are taking notice. Google Trends, which measures the frequency of internet searches over time, proves that individuals are increasingly concerned about inflation – and they should be. Inflation is, generally, the most significant risk for retirees. One could even argue that the primary motivation for investing is to grow […]

Janel E. Carroll June 2, 2021

Lessons Learned in the Fight Against Blood Cancer

As we enter the final weeks of the Leukemia & Lymphoma Society’s Man & Woman of the Year campaign, I wanted to take this opportunity to reflect on what a tremendous privilege it’s been to raise these sorely-needed funds to defeat blood cancer—and especially to do so in honor of my dad. The Man & […]

Lauren M. Niestradt April 26, 2021

Understanding Cryptocurrencies: Speculation or Investment?

You’ve probably seen plenty of headlines touting bitcoin and other cryptocurrencies as incredibly lucrative investment opportunities. What was once an esoteric concept has evidently gone mainstream. But what exactly is cryptocurrency? Cryptocurrency is a digital or virtual means of exchange. But because cryptocurrencies aren’t physical objects, like the dollar or the euro, they can only […]

Truepoint April 25, 2021

Truepoint Talks: The Future of Travel with Huffman Travel

In this edition of Truepoint Talks, we discussed the state and future of travel with the team at Huffman Travel, a luxury travel agency born from a family with a passion for exploring the world. Many of us have an eye on resuming travel, and the Huffman Travel team focused on the following: The past 13 months […]

Steve Condon April 7, 2021

Success of RhineVest Necessitates New Name!

It’s hard to believe, but it was five years ago that Truepoint acquired RhineVest, making it a permanent part of our firm’s service offerings. As you may recall, the magnetic appeal of RhineVest for us was its mission: to make fee-only, fiduciary guidance accessible to everyone regardless of asset level. Truepoint was one of the […]

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