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.

 

The Administration's Retirement Agenda

Wayne A. Lippert, CFP®
August 2010

The Ins and Outs of 529 Plans

Elizabeth B. Niehaus
July 2010

Healthcare Surtax

Heather J. Swob, CFP®
June 2010

The Federal Budget and Stock Market Returns

Timothy J. Topicz
May 2010

Estate Law 2010 and Beyond

Thomas E. Bentley, CFP®
April 2010

Keeping Your Assets Safe

Janel E. Carroll , CPA, CFP®
March 2010

Keeping Score

Courtney M. Weber, CPA, CFP®
February 2010

There's Only One Fiduciary Standard

Michael J. Chasnoff, CFP®
January 2010

Do You Need to Delay Retirement Goals?

John S. Evans, CPA, CFP®
December 2009

Computer Safety

Scott Barbee, CPA, CFP®
November  2009

2009 Annual Client Meeting

Michael J. Chasnoff, CFP®
October 2009

Financial Education for your College-Bound Children

Heather J. Swob, CFP®
September 2009

Death In Cyberspace

Thomas E. Bentley, CFP®
August 2009

Roth IRA's

Scott Barbee, CPA, CFP®
July 2009

Equity-Indexed Annuities

Scott M. Keller
June 2009

The Case for Valuation

Bradley A. Reed, CFA
May 2009

A Successful Relationship with Your Advisor

Michael J. Chasnoff, CFP®
April 2009

Making Sense of the Stimulus

Courtney Weber, CPA, CFP® and Heather Swob, CFP®
March 2009

Challenging Your Property Tax

John S. Evans, CPA, CFP®
February 2009

2009 Presents Challenges and Opportunities for Investors

Michael J. Chasnoff, CFP®
January 2009

Know Your Spending Plan in 2009

Scott Barbee, CPA, CFP® and Courtney Weber, CPA, CFP®
December 2008

What to Expect From the Obama Administration?

Thomas E. Bentley, CFP®
November 2008

Truepoint's 2008 Annual Meeting

Alexandra H. Ollinger, CFP®
October 2008

Feel Like a Sandwich?

Heather J. Swob, CFP®
September 2008

Financial Asset Protection

Timothy J. Topicz
August 2008

Eyes on the Prize

John S. Evans, CPA, CFP®
July 2008

Ohio's CollegeAdvantage 529 Savings Plan - An Analysis

Scott M. Keller and Courtney M. Weber, CPA, CFP®
June 2008

Family Matters

Alexandra H. Ollinger, CFP®
April/May 2008

Stimulating

Scott M. Barbee, CPA, CFP®
March 2008

Smart Financial Planning in a Down Market

Courtney M. Weber, CPA, CFP®
February 2008

A Year in Review

Michael J. Chasnoff, CFP®
January 2008

The Role of Foreign Investments

Bradley A. Reed, CFA
December 2007

Tax Insights

John S. Evans, CPA, CFP®
November 2007

Strengthening Your Family

Alexandra H. Ollinger, CFP®
October 2007

Capitalizing on Market Volatility

Steven T. Condon, CFA
September 2007

How to Avoid Probate

Thomas E. Bentley, 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., CFP®
April/May 2007

Retention of Tax Records

John S. Evans, CPA, CFP®
March 2007

Continuous Client Feedback Process

Alexandra H. Ollinger, CFP®
February 2007

Global Investment Performance Standards (GIPS)

Steven T. Condon,  CFA
December 2006/January 2007

Welcome to Truepoint Capital

Michael J. Chasnoff, CFP®
November 2006

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