Truepoint Viewpoint

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 […]

Truepoint December 6, 2022

Key Financial Data for 2023

Each year, the Truepoint team compiles the key financial data for the year ahead. 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: 2023 tax rate schedule and brackets Standard and special tax deductions Gift and estate tax […]

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 […]

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.

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, […]

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.