Truepoint Viewpoint

David J. Bross and Eric Chaimowitz January 15, 2021

Your Financial Plan in a Changing Political Landscape

With the Democrats winning both Senate seats in Georgia, and a new administration being sworn in next week, the landscape in Washington has certainly changed. There is much still to learn about specific policy changes, but for now, our estate planning and tax services team members wanted to offer a quick update on what we do know. Our team continues to monitor proposed legislation, […]

Scott Keller January 7, 2021

2020 Market Review: Timeless Lessons from a Historic Year

In investing terms, 2020 was notable for a significant—but brief—market downturn, as well as a remarkably rapid rebound, all of which occurred against a backdrop of once-in-a-generation events. Rather than monitoring portfolios, people around the world focused on how to live productively and happily while confined mostly to their homes. As you reflect back on […]

Deanna V. Sicking December 21, 2020

Ten Years of Our Women’s Wealth Counsel: Empowering Women to Craft a Unique Financial Path

This year marks the 30th anniversary of Truepoint Wealth Counsel’s founding, as well as another important milestone—the 10th anniversary of our Women’s Wealth Counsel (WWC). We started the WWC out of an acknowledgment that women had been underserved by the financial planning community and that they had specific interests, goals, and perspectives that required a […]

Michael J. Chasnoff and Steve Condon October 26, 2020

Introducing a New TruepointWealth.com!

2020 marks Truepoint’s 30th anniversary, and that milestone is a great reason to freshen our look and our story. And while the brand has been updated, our service and client experience remains unchanged. Your money simplified, so you may simply live Much of our work focuses on coordinating and managing every aspect of your financial life. Our guidance is rooted in your values and […]

David J. Bross and Nichole Williams October 23, 2020

Tax and Estate Considerations of the Duke Method

In this installment of our series on the Duke Method, we look at two major components of your personal finances—taxes and estate planning. Keep in mind that these issues can be fairly technical and individualized, so we encourage you to consult with a financial professional who is well versed in both the Duke Method, as […]

Abby Tuke October 20, 2020

To Everything There is a Season: What We Can Learn from the Death of a Loved One

This month marks a very difficult anniversary for me – a year ago my dad died. My family, close friends, and Truepoint teammates all know that it was a very sudden illness that took my dad away from me. And while it’s certainly true that time (attempts) to heal all wounds, it’s still a raw […]

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