Truepoint Viewpoint

Josh Kommer February 12, 2025

Are Private Investments Right For You?

You’ve likely encountered discussions about private investments in financial news or industry reports and may have wondered what this term entails. Simply put, private investments allow individuals and institutions to grow their wealth outside of publicly traded markets. Unlike stocks and bonds, which are bought and sold on exchanges, these are assets such as private […]

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 […]

John S. Evans February 2, 2025

Stock Options and RSUs: What You Should Know

Today, many compensation packages extend beyond the traditional mix of a regular paycheck and end-of-year cash bonus. Employees now often receive an equity stake in their employer, most typically through stock options or restricted stock units (RSUs). This supplemental compensation can be significant, but it also carries additional complications, unpredictability, and tax consequences. Due to […]

Justin Gubser January 31, 2025

QCDs: A Tax-Smart Way to Give

For individuals over the age of 70½, Qualified Charitable Distributions (QCDs) offer a powerful tax-saving strategy while supporting charitable causes. What Is a QCD? A QCD is a direct transfer of funds—up to $108,000 per individual in 2025—from your Individual Retirement Account (IRA) to a qualified charity. By donating through a QCD, you avoid recognizing […]

Lauren M. Niestradt January 30, 2025

Things to Consider When Exercising Stock Options

The components of P&G’s compensation package can be very rewarding but also quite complex. Valuing stock options and determining when to exercise stock options can be complicated. When we sit down as a team to evaluate a client’s P&G stock option exercise strategy, we review their situation from several perspectives. In addition to the investment […]

Conor Feldmann January 27, 2025

Reviewing 2024 and Previewing 2025: Perseverance, Concentration, and Valuation

This 2024 market review piece has been contributed by Conor Feldmann, Sr. Portfolio Manager & Shareholder, as a part of his blog Demystifying Markets. To read more on current events and market analysis from Conor, subscribe to Demystifying Markets here. Constructing and managing portfolios for our clients requires a high degree of technical expertise—the seven […]