Truepoint Viewpoint

Sydnie Schell
Sydnie Schell   February 20, 2024
Tax Planning for P&G Employees: Helpful Tips 
It’s that time of year again—when tax documents begin to hit your mailbox and the mid-April deadline looms in the not-so-distant future. As in years past, the tax team at Truepoint has put together a list of tips and reminders, this time especially geared toward tax planning for P&G employees (and other companies that offer […]
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Truepoint
Truepoint   February 1, 2024
Truepoint Wealth Counsel Continues to Expand Shareholder Group
Truepoint Wealth Counsel is pleased to name three new firm shareholders: Conor Feldmann, Josh Kommer, and Blake Price. This increases Truepoint’s shareholder group to 35 employee-owners, signifying the firm’s continued commitment to attracting and retaining the industry’s top professionals. “Our management team at Truepoint extends a warm welcome to these new team members joining our […]
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Kate Brownstein
Kate Brownstein   January 26, 2024
Structuring Your P&G LTIP Award 
In part one of this series, “Stock Options and RSUs: What You Should Know,” we reviewed the main issues involved in both stock options and restricted stock units (RSUs). Now we can more carefully examine the specific details of P&G’s Long-Term Incentive Plan (LTIP) and provide insight into how you might structure your P&G LTIP […]
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Kate Brownstein
Kate Brownstein   January 26, 2024
Stock Options and RSUs: What You Should Know
Today, many compensation packages extend beyond the traditional mix of a regular paycheck and end-of-year cash bonus. Employees now often receive an equity stake in their employer, most typically through stock options or restricted stock units (RSUs). This supplemental compensation can be significant, but it also carries additional complications, unpredictability, and tax consequences.  Due to […]
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Guy M. Clanton
David J. Bross
Guy M. Clanton and David J. Bross   October 20, 2023
Navigating an Aging Parent’s Finances: Using the Family Meeting Model for Long-Term Care Decisions
A family meeting is one of the most effective ways to negotiate the important issues that families face. Over many decades, we’ve assisted generations of families with these meetings and have found that even one session can make a tremendous difference in clarifying objectives, responsibilities, and opportunities. Although you might associate family meetings exclusively with […]
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Scott Keller
Scott Keller   May 16, 2022
Update on Market Volatility: Back on the Rollercoaster
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Truepoint
Truepoint   February 25, 2022
Psychology and the Secret of Investing Success
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Conor Feldmann
Conor Feldmann   June 15, 2021
Is Your Portfolio Protected Against Inflation?
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Lauren M. Niestradt
Lauren M. Niestradt   April 26, 2021
Understanding Cryptocurrencies: Speculation or Investment?
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Conor Feldmann
Conor Feldmann   March 30, 2021
One Year Later: A Lesson in Behavioral Finance
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