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Devon Klumb
Devon Klumb   March 14, 2022
Embrace the Unknown
Sage wisdom advises us to live in the moment. Embrace the now. Be present. But in order to be present, we must relinquish the desire to be in the future. And so to relinquish the desire to be in the future, we must minimize the desire to control it. And in order to minimize the […]
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Devon Klumb
Devon Klumb   March 14, 2022
Life is a Journey, Not a Pyramid
Conventional financial planning advice tends to follow a pattern. First, focus on the basics—budgeting, securing your needs, saving for the future. Once you check off these boxes, you can move to the next level and buy the “extra things” you want. Those “extra things” might actually be an experience or an opportunity, such as paying […]
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Truepoint
Truepoint   February 25, 2022
Psychology and the Secret of Investing Success
Recently, Dr. Daniel Crosby visited with Truepoint team members and clients to discuss his powerful “rules of investing.” Dr. Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. For those who were unable to attend, we wanted to share some of his compelling insights, which we found […]
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Truepoint
Truepoint   January 25, 2022
Truepoint Wealth Counsel Expands Shareholder Group
January 20, 2022 – Truepoint Wealth Counsel is pleased to name six new firm shareholders: Eric Chaimowitz, Guy Clanton, Nate Johnson, Kathleen Schnelle, Bill Tucker and Abby Tuke. This further increases Truepoint’s shareholder group to 29 employee-owners, signifying the firm’s continued commitment to attracting and retaining the industry’s top professionals. “As we head into a […]
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Truepoint
Truepoint   December 16, 2021
Rising Inflation, New Legislation, and Your Financial Plan in 2022
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 […]
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Wayne A. Lippert, Jr.
Wayne A. Lippert, Jr.   June 2, 2015
Peace of Mind at a Price: Carefully Evaluating Qualified Longevity Annuities
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Scott Keller
Scott Keller   January 9, 2015
Proceed With Confidence: Diversification at Work
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Ted Parchman
Ted Parchman   July 11, 2013
Emerging Markets 101
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Scott Keller
Scott Keller   February 11, 2013
Evaluating Your Fixed Income Needs
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Truepoint
Truepoint   September 14, 2012
Are All Indexes Created Equally?
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Ted Parchman
Ted Parchman   July 20, 2012
Investing Lump Sums: Is There an Optimal Strategy?
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