Truepoint Viewpoint

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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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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Michelle Stevens
Michelle Stevens   May 5, 2025
Redefining Wealth: Financial Life Planning That’s All About You
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 […]
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August Hemmerich
August Hemmerich   May 2, 2025
Are You Overspending in Retirement? How to Align Your Spending with Your Values
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 […]
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Nichole Williams
Nichole Williams   April 16, 2025
Don’t Let the Tax Planning Tail Wag the Dog
At Truepoint, we often use the phrase: “Don’t let the tax tail wag the dog.” It’s a simple reminder of an important principle—while tax planning is a critical element of a sound financial strategy, it shouldn’t dictate or overshadow broader financial goals.  It’s true that tax efficiency plays a significant role in building long-term wealth. […]
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Eric Chaimowitz
Thomas Bentley
Eric Chaimowitz and Thomas Bentley   March 22, 2025
2025 Update on the Corporate Transparency Act
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Ryan J. Klekar
Ryan J. Klekar   October 9, 2024
Selling the Business? Five Considerations for Making the Most of Equity Events 
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David J. Bross
Eric Chaimowitz
David J. Bross and Eric Chaimowitz   March 4, 2024
Update on the Corporate Transparency Act  
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