Truepoint Viewpoint

Josh Kommer February 20, 2026

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 […]

Heather J. Spencer February 10, 2026

The Sandwich Generation: Caring for Parents and Children

When you prepare for retirement, you generally plan for your own financial situation. You work hard to save for the lifestyle you wish to enjoy during the next phase of your life—a phase that you likely imagine to be free of financial obligation to anyone other than yourself. Unfortunately, as many members of Gen X—and […]

Scott Keller February 5, 2026

Cybersecurity in the Digital Landscape: Understanding and Safeguarding Against Cyber Threats

In the vast landscape of the digital world, where information is everywhere and everyone is connected, there are both opportunities and dangers. Just as we navigate the physical world with caution and care, we need to be equally careful when it comes to cybersecurity on our personal computers and mobile devices. As technology continues to […]

August Hemmerich February 3, 2026

Teaching Young Kids About Money (and Having Fun Doing It)

If you think financial education has to wait until your kids are older, think again! When it comes to teaching kids about money, even preschoolers can start learning through simple, everyday moments. And honestly? It can be fun. Everyday Moments as Money Lessons My four-year-old daughter, Ruth, loves shopping at the Dollar Tree. We help […]

Truepoint January 23, 2026

Truepoint Wealth Counsel Expands Shareholder Group with Four New Employee-Owners

Truepoint Wealth Counsel is pleased to name four new firm shareholders: Josh Bentz, Emily Coughlin, Katie Newman, and Tim Weinkam, expanding Truepoint’s shareholder group to 42 employee-owners. This year’s expansion marks a significant milestone in that commitment: the 20th year since the launch of Truepoint’s internal succession plan. “We’re pleased to welcome four more teammates to our shareholder group at the firm,” said CEO and shareholder Steve […]

Truepoint January 5, 2026

Key Financial Data for 2026

As we move into the new year, the Truepoint team has compiled the key financial data for 2026. This comprehensive guide is intended to be a go-to piece for various facets of retirement, tax, and estate planning. Some of the key data points include: Click here to download the full PDF version of the 2026 Key […]