Third-party rankings and recognition from publications
are no guarantee of future investment success. Working with a highly
rated advisor does not ensure that a client or prospective client will
experience a higher level of performance or results. Generally,
ratings, rankings and recognition are based on information prepared and
submitted by the advisor and not all investment advisors participate in
the process. A more thorough disclosure of the criteria used in making
these rankings is available through each publication.
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).
Fox Business News
December 31, 2009
Preparing Your Portfolio for 2010Steve Condon, CFA
Cincinnati Enquirer
December 19, 2009
Get Your Adviser to Work for You
Steve Condon, CFA
CET Connect
October 30, 2009
The
Link Between Creating an Enduring Family and Wealth
Management
Alexandra Ollinger, CFP®
The Associated Press
November 11, 2009
ABC News
Golden Spike: Boom Times for Precious Metal
Steve Condon, CFA
WNKU BusinessWise
October 26, 2009
Building a Strong Family: a Family Approach to Wealth and Values
Preservation
Alexandra Ollinger, CFP®
Cincinnati Business Courier
October 23, 2009
Whatever You Do, Do Not Panic!!! and Other Investing Tips
Steve Condon, CFA
Time Magazine
October 22, 2009
Survey: Many Americans Now Plan to Work Past 67
John Evans, CPA, CFP®
Investment News
October 19, 2009
GRAT Tax Edge May Be Dulled by New Rules
Tom Bentley, CTFA, CFP®
The Associated Press
October 12, 2009
Dayton Daily News
Gold Has Shown Its Mettle, but How High Can It Go
Steve Condon, CFA
Wall Street Journal
October 3, 2009
Transferring Wealth Via the Bank of Mom and Dad
(subscription required)
John Evans, CPA, CFP®
Cincinnati Business Courier
September 4, 2009
P&G Employees Load Up On Stock, But Too Many Eggs Sit In One Basket
Steve Condon, CFA
WNKU BusinessWise
July 13, 2009
Basics of Estate Planning
Tom Bentley, CTFA, CFP®
Cincinnati Enquirer
June 30, 2009
Local Stocks Rebounded in Q2Michael Chasnoff, CFP®
Wall Street Journal
July 9, 2009
Catching The Gold Bug
(subscription required)
Steve Condon, CFA
Cincinnati Enquirer
April 1, 2009
Regional Stocks Battered in Q1
Michael Chasnoff, CFP®
Real Simple Magazine
March 26, 2009
How Can I Save as Much as I Need To?
Heather Swob, CFP®
Wall Street Journal
March 5, 2009
China Rally Inspires Rebound
(subscription required)
Steve Condon, CFA
Wall Street Journal
March 4, 2009
Tempest-Tossed? Take Some Control
(subscription required)
Steve Condon, CFA
Money Magazine
January 29, 2009
Retirement: Keep Your Nest Egg Safe from Uncle Sam
John Evans, CPA, CFP®
CityWire
January 20, 2009
News Analysis: US Planners Have High Hopes for Obama Effect
Tom Bentley, CTFA, CFP®
Cincinnati Business Courier
January 9, 2009
Cincinnati Business Courier: Investor Profile Steve Condon, CFA
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