Category

Investing

Investing Through Life’s Stages

Investing is a lifelong process. The sooner you start, the better off you’ll be in the long run. It’s best to start...
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Person using a calculator

Five Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly...
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Collage of Emerj360 and Trust Point Team Member Special Moments

The Why Behind the Work: Real People, Real Relationships, Real Results

At Trust Point and Emerj360, it’s the people behind the numbers who truly make the difference. Each team member brings passion and...
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Woman holding her hands by a piggy bank and coins

What You Should Understand About Roth IRAs

Thanks to their tax benefits, Roth individual retirement accounts (IRAs) can be a great way to save for retirement. Unfortunately, too few...
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two people with calculators reassessing an investment strategy

Make Time to Reassess Your Investing Strategy

Volatility is a given in investing. However, extreme volatility in the equity markets can be unnerving, even for experienced investors, and serve...
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Man and woman reviewing finances on paper

Do Our Biases Affect Our Financial Choices?

Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned about their preconceptions and...
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Preview of a tax refund envelope

Lessons from Tax Season—Turning Insights into Action

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge,...
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