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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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Lauren M. Niestradt
Ted Parchman
Lauren M. Niestradt and Ted Parchman   April 7, 2025
Understanding Tariffs and Trade Wars
Since late January, talk of tariffs and a burgeoning trade war has resulted in greater market volatility. The Trump administration’s more recent announcement of higher tariffs and the subsequent international response has evolved quickly, taking investors along for the ride as news surrounding tariffs has been met with large market fluctuations.  In such an environment, […]
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Christopher M. Meyer
Christopher M. Meyer   April 9, 2025
VII: Understanding Client Retention Principal-Agent Problems
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Christopher M. Meyer
Christopher M. Meyer   March 4, 2025
VI: Understanding Advisor Compensation Principal-Agent Problems 
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Christopher M. Meyer
Christopher M. Meyer   February 18, 2025
V: Establishing Effective Oversight Structures 
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Christopher M. Meyer
Christopher M. Meyer   February 7, 2025
IV: Recognizing the Challenges Confronting Investment Committees
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Christopher M. Meyer
Christopher M. Meyer   January 21, 2025
III: Effective Investment Processes
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Christopher M. Meyer
Christopher M. Meyer   January 15, 2025
II: Assembling an Investment Committee
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