Truepoint Viewpoint

A strong financial plan is the foundation of any good investment relationship—and the cornerstone of that foundation is a goal. Or, more likely, a series of goals which evolve over time as progress is made.  For many people, the question “what are your financial goals?” doesn’t have a simple answer. Some find that traditional financial […]

How do you know if you’re overspending in retirement? At Truepoint, we typically start with a Monte Carlo Analysis—a simulation that runs 1,000 scenarios to estimate the likelihood that your current spending can be sustained throughout retirement without making adjustments. The result is a “success rate” or “confidence level”—typically displayed as a percentage. But what […]