Truepoint ViewpointUpdating our ClientsEach month, one of our specialists discusses important financial topics and strategies, facing our current clients and our industry. We hope these articles provide you with valuable insight. If you have any suggestions for future Truepoint Viewpoint articles, please contact Katrina Hartsel at k.hartsel@truepointinc.com. Check out our RSS Feed of Truepoint Viewpoint. Tips on Identifying Cyber Threats
Janel Carroll, CPA, CFP® Women's Wealth Counsel
Elizabeth B. Niehaus, CFP® The Alternative Minimum Tax (AMT)
Scott Barbee, CPA, CFP® Retirement Success: Regulate Your Spending
Heather Swob, CFP® Direction of the Firm: 2012
Michael J. Chasnoff, CFP® What is Wealth Management?
Courtney Weber, CPA, CFP® Caring for Your Aging Parents
John S. Evans, CPA, CFP® Protect Yourself from Cyber Threats
Sherrie L. Campbell Truepoint Annual Report 2011
Michael J. Chasnoff, CFP® Alternatives for RMDs from Retirement Plans
Wayne Lippert Jr., CFP® Setting Financial Goals
Ryan J. Klekar, CFP® Ladies & Philanthropy: 2011 Ladies Luncheon
Katrina M. Hartsel Keepsakes and Communication: Proven Ways to Prevent Conflict
Alexandra H. Ollinger, CFP® Advance Planning for Dementia
Janel Carroll, CPA, CFP® What Does it Mean to be Philanthropic?
Alexandra H. Ollinger, CFP® Estate Law - More Changes
Thomas E. Bentley, CFP® Keeping Score
Courtney M. Weber, CPA, CFP® We Are Focused on You
Michael J. Chasnoff, CFP® Health Care Reform - Fact vs. Fiction
John S. Evans, CPA, CFP® Alphabet Soup
Scott M. Barbee, CPA, CFP® Wisdom of the Truepoint Crowd
Alexandra H. Ollinger, CFP® A Look Back and a View Toward the Future
Michael J. Chasnoff, CFP® The Administration's Retirement Agenda
Wayne A. Lippert, Jr., CFP® The Ins and Outs of 529 Plans
Elizabeth B. Niehaus, CFP® Healthcare Surtax
Heather J. Swob, CFP® The Federal Budget and Stock Market Returns
Timothy J. Topicz Estate Tax Law 2010 and Beyond
Thomas E. Bentley, CFP® Keeping Your Assets Safe
Janel E. Carroll , CPA, CFP® There's Only One Fiduciary Standard
Michael J. Chasnoff, CFP® Do You Need to Delay Retirement Goals?
John S. Evans, CPA, CFP® Computer Safety
Scott M. Barbee, CPA, CFP® Truepoint's 2009 Annual Client Meeting
Michael J. Chasnoff, CFP® Financial Education for your College-Bound Children
Heather J. Swob, CFP® Death In Cyberspace
Thomas E. Bentley, CFP® Roth IRA's
Scott M. Barbee, CPA, CFP® Equity-Indexed Annuities
Scott M. Keller, CFA The Case for Valuation
Bradley A. Reed, CFA A Successful Relationship with Your Advisor
Michael J. Chasnoff, CFP® Making Sense of the Stimulus
Courtney M.Weber, CPA, CFP® and Heather J. Swob, CFP® Challenging Your Property Tax
John S. Evans, CPA, CFP® 2009 Presents Challenges and Opportunities for Investors
Michael J. Chasnoff, CFP® Know Your Spending Plan in 2009
Scott M. Barbee, CPA, CFP® and Courtney M.Weber, CPA, CFP® What to Expect From the Obama Administration?
Thomas E. Bentley, CFP® Truepoint's 2008 Annual Meeting
Alexandra H. Ollinger, CFP® Feel Like a Sandwich?
Heather J. Swob, CFP® Financial Asset Protection
Financial Asset Protection Eyes on the Prize
John S. Evans, CPA, CFP® Ohio's CollegeAdvantage 529 Savings Plan - An Analysis
Scott M. Keller and Courtney M. Weber, CPA, CFP® Family Matters
Alexandra H. Ollinger, CFP® Stimulating?
Scott M. Barbee, CPA, CFP® Smart Financial Planning in a Down Market
Courtney M. Weber, CPA, CFP® A Year in Review
Michael J. Chasnoff, CFP® The Role of Foreign Investments
Bradley A. Reed, CFA Tax Insights
John S. Evans, CPA, CFP® Strengthening Your Family
Alexandra H. Ollinger, CFP® Capitalizing on Market Volatility
Steven T. Condon, CFA How to Avoid Probate
Thomas E. Bentley, CFP® Retirement Income: Truepoint's Total Return Approach
Michael J. Chasnoff, CFP® Identity Theft & Security
Janel E. Carroll, CPA, CFP® Private Equity Investing
Wayne Lippert Jr., CFP® Retention of Tax Records
John S. Evans, CPA, CFP® Continuous Client Feedback Process
Alexandra H. Ollinger, CFP® Global Investment Performance Standards (GIPS)
Steven T. Condon, CFA |
