Truepoint ViewpointArchivesDid 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.
Keeping ScoreCourtney M. Weber, CPA, CFP®February 2010 There's Only One Fiduciary StandardMichael J. Chasnoff, CFP® Do You Need to Delay Retirement Goals?John S. Evans, CPA, CFP® Computer SafetyScott Barbee, CPA, CFP® 2009 Annual Client MeetingMichael J. Chasnoff, CFP® Financial Education for your College-Bound ChildrenHeather J. Swob, CFP® Death In CyberspaceThomas E. Bentley, CFP® Roth IRA'sScott Barbee, CPA, CFP®July 2009 Equity-Indexed AnnuitiesScott M. Keller
The Case for ValuationBradley A. Reed, CFA A Successful Relationship with Your AdvisorMichael J. Chasnoff, CFP®
Making Sense of the Stimulus
Courtney Weber, CPA, CFP® and Heather Swob, CFP® Challenging Your Property Tax
John S. Evans, CPA, CFP® 2009 Presents Challenges and Opportunities for InvestorsMichael J. Chasnoff, CFP®January 2009 Know Your Spending Plan in 2009Scott Barbee, CPA, CFP® and Courtney Weber, CPA, CFP®December 2008 What to Expect From the Obama Administration?
Thomas E. Bentley, CFP® Truepoint's 2008 Annual MeetingAlexandra H. Ollinger, CFP®October 2008
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