Truepoint Viewpoint

All Viewpoints

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.  If you have any suggestions for future Truepoint Viewpoint articles, please let Katrina Hartsel know at k.hartsel@truepointinc.com.


A Look Back and a View Toward the Future

Michael J. Chasnoff
September 2010


The Administration's Retirement Agenda

Wayne A. Lippert, Jr.
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 Tax 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 M. 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 M. 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 M.Weber, CPA, CFP® and Heather J. 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 M. Barbee, CPA, CFP® and Courtney M.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