The final Truepoint Talks of 2021 was held on December 8, 2021. For this special year-end edition, we hosted a roundtable of Truepoint specialists to tackle the questions on clients’ minds. Some of the questions submitted include the following:
How will persistent inflation affect my portfolios and Truepoint’s investment strategy?
What is the impact of inflation on the financial plan, including any adjustments to withdrawal rates for retirees?
What are the big tax changes we might expect to see in 2022?
Are there any tax law changes that we should take into consideration for year-end planning?
What’s Truepoint’s current thinking on cryptocurrencies?
Where do annuities and real estate have a place in my financial plan?
The full recording can be viewed below:
Market risk vs. inflation risk
Building a financial plan
Smart estate and tax planning
The importance of knowing all the details
Bringing all the pieces together
Tuning out the noise
Truepoint Wealth Counsel is a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training. More detail, including forms ADV Part 2A & Form CRS filed with the SEC, can be found at TruepointWealth.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.
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