Truepoint Viewpoint

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 […]

Janel E. Carroll March 31, 2021

Serving Others in the Fight Against Cancer

From the time my dad was diagnosed with acute myeloid leukemia (AML) to his death was just three weeks. He went into the hospital to have a small tumor removed, and we all believed that surgery would mark the end of his cancer treatment. Unfortunately, that was not how my family’s story turned out. Losing my dad like that was tragic and shocking, but cancer—and blood cancers in particular—can progress swiftly and with […]

Conor Feldmann March 30, 2021

One Year Later: A Lesson in Behavioral Finance

March 23, 2021 marked the first anniversary of the stock market bottom from the Coronavirus Crash. In case you don’t recall the details, here’s a quick refresher: Large stocks (S&P 500) were down 34% Small stocks (Russell 2000) were down 42% Bitcoin was down 67% (more to come on our take on cryptocurrency in a […]

Truepoint March 24, 2021

Truepoint Talks: Mental Health 101 with 1N5

The global pandemic continues to impact our lives in countless ways and has put a spotlight on the way we talk about mental health. We were pleased to welcome Nancy Eigel-Miller, Founder & Director of 1N5, to our first Truepoint Talks of 2021. Nancy joined Truepoint wealth advisor Adam Lipton in a discussion on the mental health spectrum and answered questions […]

Devon Klumb March 19, 2021

Financial Life Planning: Where Your Money Meets Your Life

Experience tells us that to achieve any long-term goal, you need to have a clear vision of success in order to maintain the discipline required to achieve big things. That’s true whether you’re trying to get in shape, grow a business, or master any difficult skill. The same rule applies to financial goals, too. You […]

Will B. Lundstrom January 28, 2021

Stepping Up to Stamp Out Hunger

As with most aspects of life these days, community service looks a bit different. Although we couldn’t gather together in person to support a cause, Team Truepoint/RhineVest recently took to the sidewalks and treadmills to help our community. And all of those steps generated results! We are proud to announce that out of 570 mid-sized firms, Truepoint and RhineVest earned second place in Humana’s Go 365 National Step Challenge. In recognition of our efforts, Humana donated 15,000 […]

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