Truepoint Viewpoint

David J. Bross
David J. Bross   October 29, 2024
What is a Trust, and What Are Its Benefits? 
A trust is a powerful legal tool that allows an individual (known as the grantor) to manage and distribute their assets with the help of a designated person or entity (the trustee) for the benefit of certain individuals or organizations (the beneficiaries). Trusts are widely used in estate planning to ensure that assets are managed […]
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Adam Lipton
Adam Lipton   October 21, 2024
The Next Generation of Wealth: Three Tenets of Multi-Generational Planning
A Twenty-Year Drought  Coming into the 2024 Paris Olympic games, the US Men’s 4×100 relay team was looking to end a 20-year Olympic medal drought. Despite that drought, they were the favorite to win gold. And, with four of the fastest men on the planet competing together, the team expected to deliver on those high […]
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Ryan J. Klekar
Ryan J. Klekar   October 9, 2024
Selling the Business? Five Considerations for Making the Most of Equity Events 
For a business owner or equity partner, selling a business may conjure up conflicting emotions. On  one hand, a lucrative sale can make a real difference in terms of financial security, including for future generations. But on the other hand, it may lead to a sense of finality and questions about what to do next. […]
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Alexandra H. Ollinger
Alexandra H. Ollinger   October 8, 2024
Principles for Preserving Legacies Across Generations 
Thinking About Legacies  Keeping alive a family’s history and beliefs for future generations requires intentional and continuous effort. For too many families, these values and experiences are lost across generations, even if financial capital is passed along.   Legacy preservation involves defining the strategies and establishing the processes so both wealth and values can be sustained […]
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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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John S. Evans
John S. Evans   September 17, 2019
Preparing Your Financial Plan for the 2020 Election
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Christopher M. Meyer
Christopher M. Meyer   July 18, 2016
How to Invest for the 2016 Presidential Election
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