The Citadel, Cincinnati
The Citadel, Cincinnati

Truepoint Quotes


Members of the Truepoint team have been quoted extensively by the local and national press over the years. Included among the publications are The Wall Street Journal, USA Today, SmartMoney, Barrons and Business Week. Below are a sampling of the articles in which members of our advisory team have been cited.

Truepoint has also been repeatedly recognized as one the nation's top wealth management firms by publications such as Worth, Wealth Manager and Medical Economics (please visit National Recognition for a detailed listing).

Wall Street Journal

June 2, 2008
The Drifters - Fundamentals of Investing
Steve Condon, CFA

 


Cincinnati Enquirer

May 21, 2008
Amelia has an eye on lottery
Michael J. Chasnoff CFP®


Cincinnati Enquirer

February 29, 2008
Primary Topic: It's the Economy
John Evans, CPA, CFP®


Wall Street Journal

January 16, 2008
Today's Market - Seesaw Markets Close With Decline
Steve Condon, CFA


Cincinnati Business Courier

January 11, 2008
Investor Profile
Steve Condon, CFA


Cincinnati Enquirer

December 9, 2007
December to-do list
Michael J. Chasnoff, CFP®


Financial Planning Magazine

December 2007
Carrying the Baggage - Family issues that come with inheritances
Alexandra Ollinger, MBA and Thomas Bentley, MBA, CTFA


CFA Magazine

October 2007
Survey Says...Measuring client satisfaction can pay dividends
Steve Condon, CFA


Associated Press and Cincinnati Enquirer

August 18, 2007
Rate Cut Boosts Stocks: Fed eases credit worries for now
Michael J. Chasnoff, CFP®


Journal of Financial Planning

July 2007
Fear Factor: Client Surveys Aren't as Scary as Many Think
Scott M. Barbee, CFP®


Cincinnati Enquirer

April 7, 2007
Own Delta stock? Not for long
Michael J. Chasnoff, CFP®


Newsweek

February 12, 2007
Financial Planning: Wills and Other Ways
Thomas E. Bentley, MBA, CTFA
Michael J. Chasnoff, CFP®


Cincinnati Business Courier

January 12, 2007
Investor Profile
Michael J. Chasnoff, CFP®


Wealth Manager Magazine

January 2007
Market Cap - Farewell
Steve Condon, CFA

Advisors explore fundamental indexing, a new approach to passive investing.


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