Josh Kommer
January 13, 2025
Protected: Understanding Cryptocurrencies: Speculation or Investment?
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Truepoint Viewpoint
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 […]
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. […]
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 […]
Truepoint
December 31, 2024
Key Financial Data for 2025
As we move into the new year, the Truepoint team has compiled the key financial data for 2025. 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 2025 Key […]
Scott M. Barbee
November 26, 2024
“Above the Line” Thinking in Charitable Giving
When gathering with family and friends for the holiday season, it’s a natural time to give thanks for your good fortune. Perhaps you will pick out special gifts for loved ones or send funds to a charity whose mission you admire. Certainly, unplanned gifts like this are thoughtful and worthwhile. However, you might be considering […]
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Scott M. Barbee
November 26, 2024
Donor-Advised Funds 101: A Good Option for Charitable Giving
Scott M. Barbee
November 26, 2024
“Above the Line” Thinking in Charitable Giving
David J. Bross and Nichole Williams
April 8, 2024
Tax and Estate Considerations of the Duke Method
Nate Johnson and Lauren M. Niestradt
April 8, 2024
Is the Duke Method Right for Your P&G Retirement Assets?
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