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Truepoint Viewpoint

Lauren M. Niestradt
Lauren M. Niestradt   January 13, 2023
Year in Review 2022: Volatility Dominates the Markets 
“As you are likely aware, after having broken numerous bull market records, markets are now set to break several records—this time, in the opposite direction. The S&P 500 Index, which hit an all-time record high a little more than one week ago, has plummeted approximately 14% at a historically rapid pace. Indeed, sell-offs like this […]
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John S. Evans
Courtney M. Weber
John S. Evans and Courtney M. Weber   October 18, 2022
How to Evaluate a Separation Package from P&G
When it comes to evaluating a separation package or early retirement offer from P&G, there are many factors to consider, and collaborating with a knowledgeable financial advisor can help you make this important decision. It is even more critical to fully understand your options because the P&G compensation and retirement plans include embedded and powerful […]
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Kate Brownstein
Ted Parchman
Kate Brownstein and Ted Parchman   August 16, 2022
Weighing Your Choices: The P&G LTIP and STAR Award Election [Updated for 2022]
Our P&G team offers analysis on the LTIP and STAR Awards.
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Truepoint
Truepoint   August 3, 2022
The Gift of Gratitude
This series takes an innovative, modern, and tailored approach to financial planning and is designed to help you craft a unique strategy that focuses not only on wealth but also on discovering a deep and sustaining sense of fulfillment. Drawing on principles from Maslow’s hierarchy of needs, we will cover issues like finding a purpose, […]
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Truepoint
Truepoint   August 3, 2022
Roth IRAs: What You Need to Know about Conversions and “Backdoor” Contributions [Updated for 2022]
Income limits may prevent higher-earning individuals from making direct contributions to a Roth IRA, but there is a planning strategy known as a "backdoor" contribution.
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John S. Evans
Courtney M. Weber
John S. Evans and Courtney M. Weber   October 18, 2022
How to Evaluate a Separation Package from P&G
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Kate Brownstein
Ted Parchman
Kate Brownstein and Ted Parchman   August 16, 2022
Weighing Your Choices: The P&G LTIP and STAR Award Election [Updated for 2022]
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Blake Price
John S. Evans
Blake Price and John S. Evans   January 19, 2021
A Summary of the Frank Duke Method
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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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Nate Johnson
Lauren M. Niestradt
Nate Johnson and Lauren M. Niestradt   August 18, 2020
Is the Duke Method Right for Your P&G Retirement Assets?
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