Truepoint Viewpoint

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. […]

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, […]

Lauren M. Niestradt March 14, 2025

What to Do When Markets Change Direction

Last week, markets experienced the worst work since the financial crisis. These downturns can shake investor confidence, so we offer a few points to consider in the coming weeks.

John S. Evans March 12, 2025

Why I Stopped Budgeting

Confessions of an Aging Financial Advisor: a series from Truepoint advisor John Evans As a financial advisor, I’ve spent decades teaching clients the virtues of budgeting. A good budget is the cornerstone of financial success. And yet, here’s a confession I rarely share: soon after the birth of my first child, I stopped maintaining a […]

Christine L. Carleton and Abby Tuke March 12, 2025

Celebrating Fifteen Years of the Women’s Wealth Counsel

Fifteen years ago, we launched the Women’s Wealth Counsel (WWC) with a clear mission: to engage and support our female clients. The creation of the WWC stemmed from a realization that, while women often manage household budgets and expenses, they were frequently disengaged from long-term financial planning and investment decisions. “Many times, women are either […]

Josh Borges and Josh Kommer February 12, 2025

Do You Know How Private Equity Impacts Your Taxes?

As finances evolve, so do the complexities of investing. Many investors start with publicly traded securities—often through an employer’s 401(k), an online brokerage account, or a financial advisor. For new investors, the tax implications of investing can be an afterthought. Fortunately, reporting the taxable activity of publicly traded investments on a tax return is relatively […]

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Sydnie Schell
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Nichole Williams November 20, 2024

When Is the Best Time to Start Tax Planning?

Sydnie Schell February 20, 2024

Tax Planning for P&G Employees: Helpful Tips

Katie Newman February 15, 2023

How to Prep for Tax Season

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