Trust Point Inc.

Looking for a more topic-specific newsletter to cater to your interests? Sign up for our non-profit newsletter "Giving Point" or our retirement plan focused newsletter "Retirement Point." https://lnkd.in/g3JDtZWT

Thanks to Berek Weingart for his continued dedication to our community and his involvement with the La Crosse Lions Club #Community

Earnings growth has been a major factor in stock performance since the beginning of 2023. In 2023, the Mag 7 stocks were up 76%, while the rest of the S&P 500 was only up 8%. Earnings growth has driven stock performance, with the 'Mag 7' stocks leading the way. Looking ahead, While earnings for U.S. Large Cap growth are still expected to be strong, earnings growth rates of the Mag 7 stocks are decelerating. Watch the full Q3 2024 Market Point video or read the publication for more insights: https://lnkd.in/g3raxyKj

If you have ever wondered what a successful team look like in #WealthManagement, this is it! Clearly our process of identifying the #BestPlacesToWork works as evidenced by Trust Point Inc. Smiles for days and a tradition of excellence - 7 years running. Congratulations to CEO Bill Bosch and the entire team for making work, more than just business. Your investment in employees is paying off. #BPTW Nominations due December 13! https://lnkd.in/eqkpETFQ

Relationship Managers Jennifer Gander, CFP?, CPA and Shannon Berg, JD will share their expertise during a presentation at the Minnesota Gift Planning Association’s Annual Conference on November 14th. Our professionals enjoy and welcome the opportunity to share their knowledge with non-profit organizations and the community.

Looking for a new opportunity? Apply now and take the next step in your career journey with us! #NowHiring https://lnkd.in/dXTCPnGu

Lower interest rates mean that the cost to borrow for businesses and consumers is also lower. Is this good for stocks? It depends. The performance of stocks after the first Fed rate cut depends on how the broader economy is performing. Historically, returns after the first rate cut are generally positive when the economy avoids a recession, but tend to be negative when the economy is in a recession. Watch the full Q3 2024 Market Point video or read the publication for more insights: https://lnkd.in/g3raxyKj

Your personal information is valuable—take steps to keep it safe in a digital world. Here are some helpful cyber security tips: https://lnkd.in/gxuxEPig

Brenna Johnson, CFP? advises to build a retirement plan that truly reflects your values and aligns your life and finances for future success!

We understand that national elections stir powerful emotions for many people. We also understand (and have seen firsthand) that these emotions can sometimes lead to impulsive decisions not aligned with long-term goals. As the upcoming presidential election approaches, investors must remember that while voting is a personal and civic duty, managing portfolios should remain a separate and strategic endeavor. The reality is that markets have been resilient over the long term, regardless of which party is in power. Watch the full Q3 2024 Market Point video or read the publication for more insights: https://lnkd.in/g3raxyKj