Truepoint Viewpoint

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   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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Heather J. Spencer
Heather J. Spencer   May 13, 2024
The Sandwich Generation: Caring for Parents and Children
Updated May 2024  When you prepare for retirement, you generally plan for your own financial situation. You work hard to save for the lifestyle you wish to enjoy during the next phase of your life—a phase that you likely imagine to be free of financial obligation to anyone other than yourself.  Unfortunately, as many members […]
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Guy M. Clanton
Guy M. Clanton   May 6, 2024
Caregiving is Hard 
The Truepoint Aging Task Force team collaborated with Cheryl Jeffers from TheKey to create this blog post on caregiving. TheKey is a national organization committed to helping older adults live well in their own homes as they age, improving the quality of life for their clients—and those who love them.  Providing transportation to medical appointments, […]
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Guy M. Clanton
Guy M. Clanton   April 18, 2024
Planning for the Future: Assessing Your Changing Needs As You Age
As we age and our needs evolve, it’s key that those circumstances within our control evolve, too. It may be that the living arrangements, routines, and even hobbies that worked for us in earlier years no longer make sense as we age.   At Truepoint, we understand the importance of staying ahead of these changes. We’ve […]
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Truepoint   April 17, 2024
Cybersecurity in the Digital Landscape: Understanding and Safeguarding Against Cyber Threats 
In the vast landscape of the digital world, where information is everywhere and everyone is connected, there are both opportunities and dangers. Just as we navigate the physical world with caution and care, we need to be equally careful when it comes to cybersecurity on our personal computers and mobile devices.  As technology continues to […]
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Truepoint   December 16, 2021
Rising Inflation, New Legislation, and Your Financial Plan in 2022
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Conor Feldmann
Conor Feldmann   June 15, 2021
Is Your Portfolio Protected Against Inflation?
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Conor Feldmann
Conor Feldmann   March 30, 2021
One Year Later: A Lesson in Behavioral Finance
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David J. Bross
Eric Chaimowitz
David J. Bross and Eric Chaimowitz   January 15, 2021
Your Financial Plan in a Changing Political Landscape
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Scott Keller
Scott Keller   January 7, 2021
2020 Market Review: Timeless Lessons from a Historic Year
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Conor Feldmann
Conor Feldmann   October 7, 2020
The “Risks” of an Election Year
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