Truepoint Viewpoint

Kristine Kolzing November 9, 2026

Four Life Lessons for More Confident Investing

Before joining Truepoint, I owned my own business. I was confident in my ability to build a company, lead a team, and set goals. Investing in the stock market, though, always felt like learning a foreign language. Some people seemed to be born bilingual—they understood investing and knew how to get started. Others were quick […]

Christine L. Carleton and Abby Tuke November 2, 2026

Changing Needs, Trusted Guidance: A Conversation About Women’s Health

A conversation about menopause might seem unexpected at a wealth management firm. Years ago, it probably would have been. But our work with clients continually reminds us how closely health, well-being, and financial life are connected. The things that affect how we feel also affect how we work, care for others, and spend our time. […]

Guy M. Clanton October 27, 2026

When An Aging Parent’s Needs Begin to Change: Planning Before a Crisis

The holidays have a way of bringing families together. They can also make changes in an aging parent or other family member more noticeable. Perhaps Mom seems a little less confident behind the wheel. Dad is having difficulty keeping track of bills. A once-spotless house isn’t quite as well maintained. Or maybe nothing is obviously […]

Alexandra H. Ollinger October 27, 2026

What if the Prenup is the Risk?

If you’ve spent years building and protecting family wealth, your child’s engagement may bring a new worry: What happens to those assets if the marriage ends? A prenup may seem like the obvious safeguard. But when treated as the automatic price of marrying into wealth, it may do more harm to the couple’s relationship than […]

Lauren M. Niestradt October 13, 2026

Forming Your Own Investment Philosophy

Most people don’t sit down one day and decide, “This is my investment philosophy.” Instead, our ideas about investing (and money in general) tend to develop over time. They may be shaped by our parents, our first experiences with money, a previous advisor, the financial news we consume, or dialogue we see on social media. But […]

Guy M. Clanton October 13, 2026

Offered A Voluntary Separation Package? Ask These Three Questions

A voluntary separation package is a financial offer given to an employee who voluntarily resigns from their job. It’s often given as an alternative to layoffs or as a way for the employer to downsize their workforce. These packages usually come with compelling incentives beyond just a financial payout. If you’re reviewing a separation package […]