Truepoint Viewpoint

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 […]

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 […]

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 […]

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 […]

Truepoint January 11, 2022

Key Financial Data for 2022

Each year, the Truepoint team compiles the key financial data for the year ahead. This comprehensive guide is intended to be a go-to piece for various facets of retirement, tax, and estate planning. Some of the key data points include: 2022 tax rate schedule and brackets Standard and special tax deductions Gift and estate tax […]

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 […]