Truepoint Viewpoint

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 […]

Josh Kommer February 10, 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 […]

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 […]

Justin Gubser February 21, 2025

2024 Is Over, What Can I Still Do to Reduce My Tax Bill?

Many taxpayers assume that once the year ends, they have no control over their tax liability—but that’s not entirely true! Even after December 31st, there are still strategic moves you can make to reduce your tax bill before the filing deadline. Here are a few ways you might be able to maximize your tax savings […]

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 […]

Josh Kommer February 10, 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 […]

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 […]

Justin Gubser February 21, 2025

2024 Is Over, What Can I Still Do to Reduce My Tax Bill?

Many taxpayers assume that once the year ends, they have no control over their tax liability—but that’s not entirely true! Even after December 31st, there are still strategic moves you can make to reduce your tax bill before the filing deadline. Here are a few ways you might be able to maximize your tax savings […]

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 […]

Josh Kommer February 10, 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 […]

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