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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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The Beneficiary Conversation: Navigating Difficult Family Dialogues

Your estate plan is only as strong as the conversations behind it. Creating a thoughtful framework for the future is a meaningful...
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Envision Your Future: What Will Your Retirement Look Like?

What do you want life to look like when the pace finally slows? Perhaps it’s serene mornings on the lake, trips across...
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Maximizing Tax Benefits Through Charitable Giving Strategies

Maximizing Tax Benefits Through Charitable Giving Strategies

Giving back has benefits for you too. Read our new article to explore the tax advantages of charitable giving.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Why Estate Planning Matters in a Second Marriage If you’re one of the many Americans in a second marriage, it may be...
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The Pre-Retirement Checklist

How Prepared are You? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off...
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Financial and Non-Financial Considerations When Buying a Home

When people talk about the American Dream and what it means to them, buying a house is often near the top of...
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Making Sense of HSAs and FSAs

With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have...
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Mutual Fund Investing

Mutual funds are a popular way to invest. That’s not too surprising given their flexibility and convenience. Experienced investors, as well as...
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