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John S. Evans
John S. Evans   January 23, 2025
Contesting Your Property Tax Assessment 
As a proud member of the CPA community—the “Cheapest People Alive”—there’s a special kind of joy in successfully contesting a property tax assessment. When an opportunity to save money presents itself, especially one that requires proving my home is worth less than what the county claims, I’m all in.  Yet, I’ve encountered a curious argument […]
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Truepoint
Truepoint   January 23, 2025
Truepoint Wealth Counsel Expands Shareholder Group to 40 Employee-Owners
Truepoint Wealth Counsel is pleased to name five new firm shareholders: Josh Borges, Bill Felix, Bridget Hughes, Jordan Patrick, and Michelle Stevens, increasing Truepoint’s shareholder group to 40 employee-owners.  “Our shareholder group at Truepoint is excited to welcome five more teammates as shareholders in the firm,” said CEO and shareholder Steve Condon. “The shareholder opportunity […]
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Josh Kommer
Josh Kommer   January 13, 2025
Understanding Cryptocurrencies: Speculation or Investment?
You’ve probably seen plenty of headlines touting Bitcoin and other cryptocurrencies as incredibly lucrative investment opportunities. The idea of blockchain technology, on which Bitcoin and other cryptocurrencies are based, was just an idea 15 years ago and has now created a space for itself in daily news and price alerts. The launch of Bitcoin ETF’s […]
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Steve Condon
Steve Condon   January 9, 2025
The Hidden Value of an Investment Advisor
“Why should I pay an investment advisor?” This is a question we hear occasionally, and it is a valid one. What is the value of an investment advisor? The traditional value proposition for most advisors and money managers has been based on their prospects for delivering better returns than those of the markets. Yet years […]
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David J. Bross
David J. Bross   January 9, 2025
How to Navigate Your Role as a Trustee or Executor
For many years, we advised a hard-working couple, the Smiths, who had, over many decades, come to own several small LLCs, multiple real estate holdings, and a range of investment accounts. Despite their prodigious balance sheet, they did not see themselves as high-net-worth individuals, though they had been more successful than they had ever hoped. […]
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David J. Bross
David J. Bross   January 6, 2025
Tax-Free Giving: Maximizing Your Gifting Power
With the right approach, you can be generous without worrying about gift taxes. Here’s a simple guide to tax-free giving. The Basics: Annual Gift Tax Exclusion  Each year, you can give up to $18,000 to any individual without triggering gift taxes. If you’re married, you and your spouse can combine your limits to give up […]
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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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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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John S. Evans
John S. Evans   September 17, 2019
Preparing Your Financial Plan for the 2020 Election
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