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Lauren M. Niestradt
Lauren M. Niestradt   September 10, 2024
Will the Election Affect My Portfolio?
Every four years, as the presidential election season ramps up, concerned clients will ask us how they can protect their assets against a particular outcome. Yet, contrary to what investors might believe, historical data shows that presidential elections results do not significantly affect investment returns.   In previous elections, we have discussed the extensive body of […]
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Nichole Williams
Nichole Williams   August 29, 2024
A Guide to the Ohio SGO Tax Credit 
If you’re an Ohio resident, there’s a valuable tax benefit you might not be fully utilizing: the Ohio SGO (Scholarship Granting Organization) tax credit. This credit allows you to directly support educational institutions while receiving a dollar-for-dollar reduction in your state tax liability.  What is the Ohio SGO Tax Credit?  The Ohio SGO tax credit […]
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Michelle Stevens
Michelle Stevens   August 19, 2024
Rolling Over Your 529 Plan to a Roth IRA: Maximizing Your Savings
Planning for a child’s education is a top priority for many families, and the 529 plan has long been a popular choice for college savings. But what happens if you overfund the account or your child or grandchild doesn’t need all the money for their education? Recent updates to the 529 plan rules offer one […]
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Kate Brownstein
Ted Parchman
Kate Brownstein and Ted Parchman   August 5, 2024
2024 P&G LTIP and STAR Award Election: Weighing Your Choices
Our P&G team offers analysis on the LTIP and STAR Awards.
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Kate Brownstein
Kate Brownstein   June 12, 2024
Depletion of P&G Preferred Stock: What You Need to Know
As of July 2024, a significant shift will take place in the Procter & Gamble Profit Sharing Trust (PST) that will impact how employees’ retirement savings are structured moving forward. This change marks the final instance where P&G employees will receive P&G preferred stock as part of their annual PST contribution.  Impact on Funding Composition  […]
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Truepoint
Truepoint   May 29, 2024
Reflections on Retirement: A Letter from Liz Niehaus
Liz Niehaus served Truepoint Wealth Counsel clients as a wealth advisor for 17 years and leaves behind an impressive and meaningful legacy as she prepares for her retirement at the end of June 2024. Recently relocated to Hilton Head Island, Liz shares a few reflections on her career, her time with Truepoint, and what she […]
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Nate Johnson
Lauren M. Niestradt
Nate Johnson and Lauren M. Niestradt   April 8, 2024
Is the Duke Method Right for Your P&G Retirement Assets?
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Lauren M. Niestradt
Lauren M. Niestradt   April 26, 2021
Understanding Cryptocurrencies: Speculation or Investment?
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John S. Evans
John S. Evans   September 17, 2019
Preparing Your Financial Plan for the 2020 Election
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