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Understanding Thematic Investing: Navigating Trends with Long-Term Discipline

At Trust Point and its Emerj360 division, our goal is to help clients grow and protect their wealth through thoughtful, long-term strategies....
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Emerj360 2025 Content Recap Collage

2025 Recap: Don’t Miss the Top Blogs, Downloadable Guides and Videos

Wondering what readers and videos viewers like you were most intersted in recently? This article gives you a glimpse by highlighting our...
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Understanding Fiduciaries: Why the Right Choice Matters

When it comes to to choosing a financial professional to help guide your future investment decisions, the word fiduciary gets used a...
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Estate Administration in Action: Guiding Families and Honoring Wishes with Compassion

Most people understand the importance of having an estate plan, but few know what happens behind the scenes — who manages the...
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Financial Strategies for the New Year

For many, the beginning of the year signifies a fresh start, and since it’s the season of New Year’s resolutions, it’s the...
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4 Retirement Rollover Options

You have worked hard saving for your retirement. But what happens if you change jobs or retire? There are many considerations in...
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Tax Advantages of a Health Savings Account

A Health Savings Account (HSA) offers three major tax benefits — tax-deductible contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses...
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The Business Owner’s Exit Playbook

Building a business is hard work. It takes years of effort, commitment, planning, and execution to succeed — and hopefully, you take...
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