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Upcoming Shred Events to Provide Secure, Eco-Friendly Recycling

Shredding confidential documents not only helps to protect personal information, but also helps improve the environment through recycling efforts. As a division...
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5 Steps to Take in Your Final Year Before Retiring

After decades of employment, you’re finally on the homestretch toward retirement. Your last day of work is set and it’s only a...
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Why to Avoid Overconcentration when Investing

A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of...
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Financial Lessons From the COVID-19 Pandemic

The recession caused by the COVID-19 health crisis taught us that proactive measures are the best financial plan. Historically, every 8 to...
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Introducing EMERJ360

This new division of Trust Point is backed by our same long-standing fiduciary values and experienced investment team. Heather N. Jordan, CFP®,...
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How to Set Up a Trust for Your Family

Are you ready to set up a trust for your family? Get started with this detailed how-to guide
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4 Tips to Help You Avoid Timing the Market

udden ups and downs in the stock market can be hard to ignore. It’s common to get the urge to sell when...
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What Type of Investor Are You?

While there have been many recessions over the last century, the stock market has continued its trajectory higher. That’s not to say...
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