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Truepoint Viewpoint

Scott Keller
Scott Keller   May 16, 2022
Update on Market Volatility: Back on the Rollercoaster
Following two years of sharp and consistent market gain, the S&P 500 Index has fallen to levels not seen in over a year. And while bonds have offered some “relative protection,” the broad bond market has performed worse so far in 2022 than in any complete year since 1842. For clients looking at their statements, […]
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Truepoint   March 14, 2022
Embrace the Unknown
Sage wisdom advises us to live in the moment. Embrace the now. Be present. But in order to be present, we must relinquish the desire to be in the future. And so to relinquish the desire to be in the future, we must minimize the desire to control it. And in order to minimize the […]
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Truepoint   March 14, 2022
Life is a Journey, Not a Pyramid
Conventional financial planning advice tends to follow a pattern. First, focus on the basics—budgeting, securing your needs, saving for the future. Once you check off these boxes, you can move to the next level and buy the “extra things” you want. Those “extra things” might actually be an experience or an opportunity, such as paying […]
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Truepoint   February 25, 2022
Psychology and the Secret of Investing Success
Recently, Dr. Daniel Crosby visited with Truepoint team members and clients to discuss his powerful “rules of investing.” Dr. Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. For those who were unable to attend, we wanted to share some of his compelling insights, which we found […]
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Truepoint   January 25, 2022
Truepoint Wealth Counsel Expands Shareholder Group
January 20, 2022 – Truepoint Wealth Counsel is pleased to name six new firm shareholders: Eric Chaimowitz, Guy Clanton, Nate Johnson, Kathleen Schnelle, Bill Tucker and Abby Tuke. This further increases Truepoint’s shareholder group to 29 employee-owners, signifying the firm’s continued commitment to attracting and retaining the industry’s top professionals. “As we head into a […]
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Blake Price
John S. Evans
Blake Price and John S. Evans   January 19, 2021
A Summary of the Frank Duke Method
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Nate Johnson
Lauren M. Niestradt
Nate Johnson and Lauren M. Niestradt   August 18, 2020
Is the Duke Method Right for Your P&G Retirement Assets?
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Nate Johnson
Nate Johnson and   July 20, 2020
Contributing to P&G’s Profit Sharing Trust (PST)
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John S. Evans
Nichole Williams
John S. Evans and Nichole Williams   February 14, 2020
How to Make the Most of Your RSU Payout
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Michael J. Chasnoff
Michael J. Chasnoff   July 21, 2007
Retirement Income: Truepoint’s Total Return Approach
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