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Press Room

Recent News at Truepoint Capital

Active or Index Funds for 2009?: Steve Condon, CFA January 4, 2009

Condon was quoted in the January 4, 2009 publication of the Wall Street Journal. "We recently replaced any actively managed funds with passive or index funds to ensure a full participation in an eventual recovery. In an index fund, your money is fully invested and will fully benefit from gains as soon as the market turns around. In contrast, many actively managed funds have built up large cash positions in recent months -- in some cases as much as 40% or more -- to try to cushion losses. Since no one can predict when the bottom of the market will occur, active managers sitting on piles of cash are likely to miss out on the early stages of a recovery, the early stages of a recovery are critical."

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Roth Is a Good Way to Hedge on Your Future Taxes: John Evans, CPA, CFP January 2, 2009

Evans was quoted in the January 2, 2009 publication of the Wall Street Journal. "Depending on your income, making a Roth 401(k) contributions instead of traditional 401(k) could affect your tax bill. Since Roth contributions are made on an after-tax basis, your taxable income would be higher than if you invested in a traditional 401(k). So, you may want to check with an accountant to see whether the lack of a traditional 401(k) deferral would force you to pay alternative minimum tax."

Personal Finance: 20 Dos & Don'ts for 2009: Alexandra Ollinger, MBA, CFP December 18, 2008

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A Ship-Shape Retirement: Steve Condon, CFA December 13, 2008

Truepoint Named One of Medical Economics' Top 150 Financial Advisers For Doctors: This is the fourth consecutive time, Truepoint is named as a Top Financial Adviser for Doctors - November 7, 2008

Truepoint Named One of Worth Magazines Top 250 Wealth Advisors:For the thirteenth time Truepoint make the list as one of Worth's Top Wealth Advisors October 15, 2008

A Guide to Financial Planning: Michael J. Chasnoff, CFP October 4, 2008

Chasnoff was quoted in the section, Remove Emotion From the Process - "Our biggest value lives in being able to take emotion out of the financial planning and investment process and getting the client to adhere to a strategy. For many people, the discipline is difficult to maintain when they're trying to go it alone."

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