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Guy M. Clanton
Guy M. Clanton   March 23, 2023
Financial Planning for Older Adults
As we age, it’s easy to feel that there are many things we can no longer control—especially when it comes to our finances. When it comes to financial planning for older adults, it may seem that our financial trajectory is already set in stone. That is neither encouraging nor exciting, but, more importantly, it may […]
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Scott Keller
Scott Keller   March 13, 2023
Navigating the Banking Crisis: What You Need to Know
This past weekend, U.S. regulators took control of Signature Bank (SBNY), coming on the heels of a similar takeover of Silicon Valley Bank (SVB) late last week. In response, President Biden addressed the actions taken by stating: “Thanks to the quick action of my administration over the past few days, Americans can have confidence that […]
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Guy M. Clanton
Guy M. Clanton   March 9, 2023
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 […]
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Katie Newman
Katie Newman   February 15, 2023
How to Prep for Tax Season
It’s officially tax season! To help you get a jump on the April 18 filing deadline, our tax team at Truepoint compiled this list of the most beneficial steps you can take to prep for tax season.  Here are five actions you can take right now to maximize your organization while minimizing your stress: 1. […]
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Lauren M. Niestradt
Lauren M. Niestradt   January 13, 2023
Year in Review 2022: Volatility Dominates the Markets 
“As you are likely aware, after having broken numerous bull market records, markets are now set to break several records—this time, in the opposite direction. The S&P 500 Index, which hit an all-time record high a little more than one week ago, has plummeted approximately 14% at a historically rapid pace. Indeed, sell-offs like this […]
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Wayne A. Lippert, Jr.
Wayne A. Lippert, Jr.   June 2, 2015
Peace of Mind at a Price: Carefully Evaluating Qualified Longevity Annuities
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Scott Keller
Scott Keller   January 9, 2015
Proceed With Confidence: Diversification at Work
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Ted Parchman
Ted Parchman   July 11, 2013
Emerging Markets 101
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Scott Keller
Scott Keller   February 11, 2013
Evaluating Your Fixed Income Needs
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Truepoint
Truepoint   September 14, 2012
Are All Indexes Created Equally?
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Ted Parchman
Ted Parchman   July 20, 2012
Investing Lump Sums: Is There an Optimal Strategy?
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