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John Wolfenden
John Wolfenden   June 6, 2025
How Trust Income Tax Impacts Your Family Legacy Planning
Trusts play a vital role in family legacy planning by allowing one generation to establish clear guidelines for the next. They help carry out the wealth creator’s intentions and vision for long-term family success. In addition to supporting these goals, trusts offer legal and tax structures that can help preserve, grow, and distribute assets in […]
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John S. Evans
Courtney M. Weber
John S. Evans and Courtney M. Weber   June 5, 2025
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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Conor Feldmann
Conor Feldmann   June 4, 2025
Is Your Portfolio Protected Against Inflation?
Like all hazards in investing, the risk of inflation is always lurking—even when it doesn’t materialize. And because of this ever-present threat, Truepoint portfolios are explicitly built with inflation in mind.  We’ve done the homework, searching for the best inflation hedge across nearly every investable asset class. Here’s what our research shows: It’s not gold, […]
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Annie Christian
Annie Christian   May 30, 2025
Exercising Stock Options: Key Financial Planning Considerations
Valuing and exercising stock options can be complicated, and any decision to exercise an option should be made in a broader financial planning context.
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Ben Pantalone
Ted Parchman
Ben Pantalone and Ted Parchman   May 23, 2025
The Case for Global Diversification
As the largest economy in the world, the U.S. stock market has grown to represent approximately two-thirds of the global stock market. This means roughly one-third of the entire investment universe lies outside of U.S. borders. Yet many investors choose to invest exclusively at home, excluding a meaningful portion of the global market. At Truepoint, […]
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John S. Evans
John S. Evans   May 14, 2025
Roth IRAs, Conversions and “Backdoor” Contributions
The unique tax treatment of Roth IRAs presents a very compelling opportunity for investors. While income limits may prevent higher-earning individuals from making direct contributions to a Roth IRA, there are two other funding strategies worth serious consideration: Roth IRA conversions and so-called “backdoor” contributions.  Roth IRAs: A Refresher Course  Created by the Taxpayer Relief […]
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John S. Evans
Courtney M. Weber
John S. Evans and Courtney M. Weber   June 5, 2025
How to Evaluate a Separation Package from P&G
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Scott M. Barbee
John S. Evans
Scott M. Barbee and John S. Evans   March 14, 2025
Crafting a Legacy with the P&G Alumni Foundation and Greater Cincinnati Foundation
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John S. Evans
John S. Evans   February 6, 2025
P&G Savings Plan: Super Catch-Up Contribution Delay
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Lauren M. Niestradt
Lauren M. Niestradt   February 4, 2025
How to Make the Most of Your RSU Payout
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John S. Evans
John S. Evans   February 2, 2025
Stock Options and RSUs: What You Should Know
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Lauren M. Niestradt
Lauren M. Niestradt   January 30, 2025
Things to Consider When Exercising Stock Options
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