Truepoint Viewpoint

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Did you miss one of our earlier Truepoint Viewpoint articles? Each 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. Please continue to check truepointcapital.com for each month's Truepoint Viewpoint. If you have any suggestions for future Truepoint Viewpoint articles, please let Alexandra Ollinger know at a.ollinger@truepointcapital.com.


Eyes on the Prize

John S. Evans
July 2008

Ohio's CollegeAdvantage 529 Savings Plan - An Analysis

Scott M. Keller and Courtney M. Weber
June 2008

Family Matters

Alexandra H. Ollinger
April/May 2008

Stimulating

Scott M. Barbee, CFP®
March 2008

Smart Financial Planning in a Down Market

Courtney M. Weber, CPA®
February 2008

A Year in Review

Michael J. Chasnoff, CFP®
January 2008

The Role of Foreign Investments

Bradley A. Reed, MBA, CFA
December 2007

Tax Insights

John S. Evans, CPA, CFP®
November 2007

Strengthening Your Family

Alexandra H. Ollinger, MBA
October 2007

Capitalizing on Market Volatility

Steven T. Condon, MBA, CFA
September 2007

How to Avoid Probate

Thomas E. Bentley, MBA, CTFA
August 2007

Retirement Income: Truepoint's Total Return Approach

Michael J. Chasnoff, CFP®
July 2007

Identity Theft & Security

Janel E. Carroll, CPA, CFP®
June 2007

Private Equity Investing

Wayne A. Lippert, Jr., MBA
April/May 2007

Retention of Tax Records

John S. Evans, CPA, CFP®
March 2007

Continuous Client Feedback Process

Alexandra H. Ollinger, MBA
February 2007

Global Investment Performance Standards (GIPS®)

Steven T. Condon, MBA, CFA
December 2006/January 2007

Welcome to Truepoint Capital

Michael J. Chasnoff, CFP®
November 2006

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