A strong retirement package is essential for attracting and retaining quality employees today. Our in-house team can help design and manage a comprehensive, turnkey 401(k) retirement plan benefiting you and your employees. To learn more, visit: https://lnkd.in/gmJYFHe7
Trust Point Inc.
金融服务
La Crosse,WI 1,705 位关注者
In doing what is best for our clients, we will be doing what is best for Trust Point.
关于我们
Since 1913, Trust Point Inc. has provided individuals, families, businesses and other organizations with a full range of financial-related services. Our professional staff includes attorneys, accountants, financial planners, investment advisors / analysts, and administrative experts who all share a common goal - to personally attend to your financial objectives. Whether you are an individual in need of trust and financial services, or a company seeking a customized retirement plan, we are prepared to provide you with our professional expertise.
- 网站
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https://www.trustpointinc.com
Trust Point Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- La Crosse,WI
- 类型
- 私人持股
- 创立
- 1913
- 领域
- Investment Management、Foundations & Endowments、Trust Administration、Financial Planning、Wealth Management、Estate Planning、Retirement Planning和Philanthropic Services
地点
Trust Point Inc.员工
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Matthew Evans
Senior Wealth Strategist | The Family Office at Trust Point Inc.
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Angela Strangman, MBA, CFMP- Vice President of Marketing
Trust Point, a wealth, investment and trust management firm, has been helping families and businesses reach financial peace of mind for over a 100…
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Randy Van Rooyen, CFA
Senior Vice President - Strategic Relationships at Trust Point Inc.
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Julie Westbrock
Vice President - Development at Trust Point Inc.
动态
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The starting point for bonds rarely looked better. The combination of high starting interest rates and price appreciation led to outperformance relative to cash and strong double-digit returns in many areas of the bond market. Interest rates remain at attractive levels, and fixed income should continue to offer stability in portfolios as this easing cycle is just getting started. Watch the full Q3 2024 Market Point video or read the publication for more insights: https://lnkd.in/gapErC3N
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November is National Scholarship Month, a good reminder of the numerous scholarships that are out there. Start exploring opportunities to help fund your loved ones education, or your continuing education, today. #NationalScholarshipMonth
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Randy Van Rooyen, CFA?, CEPA?, highights Trust Point's commitment to non-profits with our holistic, partnership-driven approach. We work closely with your organization to deliver professional investment services tailored to your mission and long-term goals. Learn more at https://lnkd.in/gf_mG4iz
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In September, a significant rate cut reduced the target range to 4.75%-5%, easing borrowing costs for consumers. The expectations for additional cuts in the quarters to come support the narrative that Fed officials are prepared to do what it takes to achieve a “soft landing.” Watch the full Q3 2024 Market Point video or read the publication for more insights: https://lnkd.in/gapErC3N
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Keeping these eight tips in mind can help you avoid becoming a victim of fraud. Learn more, https://lnkd.in/gTpYP9Tp #InternationalFraudAwarenessWeek
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The U.S. Federal Reserve (the Fed) has the task of maintaining the health of the U.S. economy. It does this by focusing on two main objectives known as the Fed’s dual mandate: price stability and maximum employment. A period of restrictive interest rates has now had the desired effect on price stability, as inflation has been trending back to the Fed’s target for several quarters . With less hiring, the unemployment rate has risen to 4.1%, up from the low of 3.4% in early 2023. While still healthy, the trend in the labor market has caused both investors and the Fed to shift focus from price stability to supporting maximum employment. Watch the full Q3 2024 Market Point video or read the publication for more insights: https://lnkd.in/gapErC3N
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Today, let's give an extra thank you to those who make a difference in our communities through generosity and impact! #NationalPhilanthropyDay #CommunityImpact
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Wondering how you can make your retirement more enjoyable and stress free? Whether you are years from retirement, it's in your near future, or you've recently retired, we highlight some services you may want to consider as part of your retirement plan to help you enjoy your golden years even more. Request a complimentary copy of our guide, "15 Essential Services You Can (and Should) Pay for in Retirement." //https://lnkd.in/dkpteHQt