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WealthPoint Town Hall Webinar Summary

WealthPoint recently hosted a town hall webinar with Apollo Lupescu of Dimensional Fund Advisors to discuss the current state of the markets and what investors should do next. Apollo Lupescu is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of […]

Understanding the CARES Act

On Friday, Congress and President Trump passed the largest stimulus bill in history worth $2 trillion to the U.S. economy. This will have wide reach in our country in pursuit of calming investors and releasing assistance for those affected by COVID-19. Below is a summary of key components of the bill.   For Individuals Checks […]

2020 Brings New Limits to Retirement Accounts

In 2020, the IRS brings some good news to the retirement savers of the world:  You can save more for retirement than in years past.  The limits for the following accounts increased: 401(k), 403(b), SIMPLE IRA, and Health Savings Accounts (HSA).  Savers over 50 will also see an increase to their catch-up contribution to $6,500. […]

WealthPoint Goes West

A few weeks ago Brent and Josh traveled to San Diego for 5 days to attend the Schwab IMPACT conference, Schwab’s annual gathering for advisors. It’s a great place to continue our education, develop and share new ideas, explore new technology options, and stay up to date with everything happening in our industry. Keynote speakers […]

A True Win-Win Situation: Tax Efficient Charitable Giving

According to research conducted by the Eli Lilly School of Philanthropy, in 2018, individuals gave a record high of $427.1 billion dollars to charity. They also concluded that 90% of High Net Worth households give to charity annually while over half of the population as a whole gives to charity every year. With all that […]

Evaluating Charities

To paraphrase one of our more benevolent clients “There are no unworthy causes, but there are unworthy charities”. Many of our clients are very generous with their hard-earned money but understandably want to be sure that these charities are responsible stewards. From conversations with clients on their giving experiences and our own research, we’ve complied […]
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