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Lauren M. Niestradt
Lauren M. Niestradt   March 14, 2025
What to Do When Markets Change Direction
Last week, markets experienced the worst work since the financial crisis. These downturns can shake investor confidence, so we offer a few points to consider in the coming weeks.
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John S. Evans
John S. Evans   March 12, 2025
Why I Stopped Budgeting
Confessions of an Aging Financial Advisor: a series from Truepoint advisor John Evans As a financial advisor, I’ve spent decades teaching clients the virtues of budgeting. A good budget is the cornerstone of financial success. And yet, here’s a confession I rarely share: soon after the birth of my first child, I stopped maintaining a […]
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Christine L. Carleton
Abby Tuke
Christine L. Carleton and Abby Tuke   March 12, 2025
Celebrating Fifteen Years of the Women’s Wealth Counsel
Fifteen years ago, we launched the Women’s Wealth Counsel (WWC) with a clear mission: to engage and support our female clients. The creation of the WWC stemmed from a realization that, while women often manage household budgets and expenses, they were frequently disengaged from long-term financial planning and investment decisions. “Many times, women are either […]
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Justin Gubser
Justin Gubser   February 21, 2025
2024 Is Over, What Can I Still Do to Reduce My Tax Bill?
Many taxpayers assume that once the year ends, they have no control over their tax liability—but that’s not entirely true! Even after December 31st, there are still strategic moves you can make to reduce your tax bill before the filing deadline. Here are a few ways you might be able to maximize your tax savings […]
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Josh Borges
Josh Kommer
Josh Borges and Josh Kommer   February 12, 2025
Do You Know How Private Equity Impacts Your Taxes?
As finances evolve, so do the complexities of investing.  Many investors start with publicly traded securities—often through an employer’s 401(k), an online brokerage account, or a financial advisor.  For new investors, the tax implications of investing can be an afterthought.  Fortunately, reporting the taxable activity of publicly traded investments on a tax return is relatively […]
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Josh Kommer
Josh Kommer   February 10, 2025
Are Private Investments Right For You?
You’ve likely encountered discussions about private investments in financial news or industry reports and may have wondered what this term entails. Simply put, private investments allow individuals and institutions to grow their wealth outside of publicly traded markets. Unlike stocks and bonds, which are bought and sold on exchanges, these are assets such as private […]
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Lauren M. Niestradt
Lauren M. Niestradt   March 14, 2025
What to Do When Markets Change Direction
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Lauren M. Niestradt
Lauren M. Niestradt   February 4, 2025
How to Make the Most of Your RSU Payout
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John S. Evans
John S. Evans   February 2, 2025
Stock Options and RSUs: What You Should Know
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Conor Feldmann
Conor Feldmann   January 27, 2025
Reviewing 2024 and Previewing 2025: Perseverance, Concentration, and Valuation
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Josh Kommer
Josh Kommer   January 13, 2025
Understanding Cryptocurrencies: Speculation or Investment?
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Steve Condon
Steve Condon   January 9, 2025
The Hidden Value of an Investment Advisor
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