The Citadel, Cincinnati
The Citadel, Cincinnati

Truepoint Quotes



Third-party rankings and recognition from publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor and not all investment advisors participate in the process. A more thorough disclosure of the criteria used in making these rankings is available through each publication.


Members of the Truepoint team have been quoted extensively by the local and national press over the years. Included among the publications are The Wall Street Journal, USA Today, SmartMoney, Barrons and Business Week. Below are a sampling of the articles in which members of our advisory team have been cited.

Truepoint has also been repeatedly recognized as one the nation's top wealth management firms by publications such as Worth, Wealth Manager and Medical Economics (please visit National Recognition for a detailed listing).

Money Magazine

June 18, 2010
Money Makeover: Making a Surprise Early Retirement Work
Scott Barbee, CPA, CFP®

Cincinnati Business Courier

June 11, 2010
Hyde Park Wealth adds Columbus site

Michael Chasnoff, CFP®
(subscription required)

Cincinnati Enquirer

May 21, 2010
Stocks Dive on World Economic Worries
Michael Chasnoff, CFP®

Wall Street Journal

April 29, 2010
Blog: Advise Entrepreneurs By Thinking Like One
Michael Chasnoff, CFP®
(subscription required)

MarketWatch

March 11, 2010
US Stocks Fall As US Jobs Data, Worries Over China Weigh
Steve Condon, CFA
(subscription required)

Cincinnati Business Courier

March 5, 2010
Regent Shareholders had Red Flags

Steve Condon, CFA

Fox Business News

December 31, 2009
Preparing Your Portfolio for 2010
Steve Condon, CFA

Cincinnati Enquirer

December 19, 2009
Get Your Adviser to Work for You
Steve Condon, CFA


CET Connect

October 30, 2009
The Link Between Creating an Enduring Family and Wealth Management
Alexandra Ollinger, CFP®


The Associated Press

November 11, 2009
ABC News
Golden Spike: Boom Times for Precious Metal
Steve Condon, CFA


WNKU BusinessWise

October 26, 2009
Building a Strong Family: a Family Approach to Wealth and Values Preservation
Alexandra Ollinger, CFP®


Cincinnati Business Courier

October 23, 2009
Whatever You Do, Do Not Panic!!! and Other Investing Tips

Steve Condon, CFA


Time Magazine

October 22, 2009
Survey: Many Americans Now Plan to Work Past 67
John Evans, CPA, CFP®


Investment News

October 19, 2009
GRAT Tax Edge May Be Dulled by New Rules
Tom Bentley, CTFA, CFP®


The Associated Press

October 12, 2009
Dayton Daily News
Gold Has Shown Its Mettle, but How High Can It Go
Steve Condon, CFA


Wall Street Journal

October 3, 2009
Transferring Wealth Via the Bank of Mom and Dad

(subscription required)
John Evans, CPA, CFP®


Cincinnati Business Courier

September 4, 2009
P&G Employees Load Up On Stock, But Too Many Eggs Sit In One Basket

Steve Condon, CFA


WNKU BusinessWise

July 13, 2009
Basics of Estate Planning
Tom Bentley, CTFA, CFP®


Cincinnati Enquirer

June 30, 2009
Local Stocks Rebounded in Q2
Michael Chasnoff, CFP®

Wall Street Journal

July 9, 2009
Catching The Gold Bug
(subscription required)
Steve Condon, CFA


Cincinnati Enquirer

April 1, 2009
Regional Stocks Battered in Q1
Michael Chasnoff, CFP®


Real Simple Magazine

March 26, 2009
How Can I Save as Much as I Need To?
Heather Swob, CFP®


Wall Street Journal

March 5, 2009
China Rally Inspires Rebound
(subscription required)
Steve Condon, CFA


Wall Street Journal

March 4, 2009
Tempest-Tossed? Take Some Control
(subscription required)
Steve Condon, CFA


Money Magazine

January 29, 2009
Retirement: Keep Your Nest Egg Safe from Uncle Sam
John Evans, CPA, CFP®


CityWire

January 20, 2009
News Analysis: US Planners Have High Hopes for Obama Effect
Tom Bentley, CTFA, CFP®


Cincinnati Business Courier

January 9, 2009
Cincinnati Business Courier: Investor Profile
Steve Condon, CFA


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