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Truepoint Viewpoint

Scott Keller
Scott Keller   May 16, 2022
Update on Market Volatility: Back on the Rollercoaster
Following two years of sharp and consistent market gain, the S&P 500 Index has fallen to levels not seen in over a year. And while bonds have offered some “relative protection,” the broad bond market has performed worse so far in 2022 than in any complete year since 1842. For clients looking at their statements, […]
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Truepoint
Truepoint   March 14, 2022
Embrace the Unknown
Sage wisdom advises us to live in the moment. Embrace the now. Be present. But in order to be present, we must relinquish the desire to be in the future. And so to relinquish the desire to be in the future, we must minimize the desire to control it. And in order to minimize the […]
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Truepoint
Truepoint   March 14, 2022
Life is a Journey, Not a Pyramid
Conventional financial planning advice tends to follow a pattern. First, focus on the basics—budgeting, securing your needs, saving for the future. Once you check off these boxes, you can move to the next level and buy the “extra things” you want. Those “extra things” might actually be an experience or an opportunity, such as paying […]
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Truepoint
Truepoint   February 25, 2022
Psychology and the Secret of Investing Success
Recently, Dr. Daniel Crosby visited with Truepoint team members and clients to discuss his powerful “rules of investing.” Dr. Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. For those who were unable to attend, we wanted to share some of his compelling insights, which we found […]
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Truepoint
Truepoint   January 25, 2022
Truepoint Wealth Counsel Expands Shareholder Group
January 20, 2022 – Truepoint Wealth Counsel is pleased to name six new firm shareholders: Eric Chaimowitz, Guy Clanton, Nate Johnson, Kathleen Schnelle, Bill Tucker and Abby Tuke. This further increases Truepoint’s shareholder group to 29 employee-owners, signifying the firm’s continued commitment to attracting and retaining the industry’s top professionals. “As we head into a […]
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David J. Bross
David J. Bross   October 28, 2021
How to Navigate Your Role as a Trustee or Executor
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Michael J. Chasnoff
Thomas Bentley
Michael J. Chasnoff and Thomas Bentley   September 13, 2021
Truepoint Private Trust & Fiduciary Services: A New Approach to Trust Administration
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David J. Bross
Nichole Williams
David J. Bross and Nichole Williams   October 23, 2020
Tax and Estate Considerations of the Duke Method
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David J. Bross
David J. Bross   April 30, 2020
Pandemic Fears? How to Create (or Update) Your Estate Plan
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