Truepoint Viewpoint

Josh Kommer January 13, 2025

Protected: Understanding Cryptocurrencies: Speculation or Investment?

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Steve Condon January 9, 2025

The Hidden Value of an Investment Advisor

“Why should I pay an investment advisor?” This is a question we hear occasionally, and it is a valid one. What is the value of an investment advisor? The traditional value proposition for most advisors and money managers has been based on their prospects for delivering better returns than those of the markets. Yet years […]

David J. Bross January 9, 2025

How to Navigate Your Role as a Trustee or Executor

For many years, we advised a hard-working couple, the Smiths, who had, over many decades, come to own several small LLCs, multiple real estate holdings, and a range of investment accounts. Despite their prodigious balance sheet, they did not see themselves as high-net-worth individuals, though they had been more successful than they had ever hoped. […]

David J. Bross January 6, 2025

Tax-Free Giving: Maximizing Your Gifting Power

With the right approach, you can be generous without worrying about gift taxes. Here’s a simple guide to tax-free giving. The Basics: Annual Gift Tax Exclusion Each year, you can give up to $18,000 to any individual without triggering gift taxes. If you’re married, you and your spouse can combine your limits to give up […]

Truepoint December 31, 2024

Key Financial Data for 2025

As we move into the new year, the Truepoint team has compiled the key financial data for 2025. 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: Click here to download the full PDF version of the 2025 Key […]

Scott M. Barbee November 26, 2024

“Above the Line” Thinking in Charitable Giving

When gathering with family and friends for the holiday season, it’s a natural time to give thanks for your good fortune. Perhaps you will pick out special gifts for loved ones or send funds to a charity whose mission you admire. Certainly, unplanned gifts like this are thoughtful and worthwhile. However, you might be considering […]