News | Trust Point | La Crosse, Eau Claire, Minneapolis
General Inquiry 800-658-9474 401(k) Employee Inquiry 800-716-3742
General Inquiry 800-658-9474 401(k) Employee Inquiry 800-716-3742

Financial Planning, Retirement & Wealth Management Insights

Weekly Market Update Cover Photo

Weekly Market Update

Each week we will offer a very brief market update to help keep you informed on the latest. Want the latest delivered...
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Berek & Leslie Rising Stars

Berek Weingart and Leslie Meulemans Recognized as 2026 Rising Stars under 40

We’re proud to announce that two of our team members were recently honored as a 2026 Rising Stars Under 40 by the 7...
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TPYP Q4 Event

Trust Point Young Professionals Embrace Challenges at Q4 2026 Event

The Trust Point Young Professionals (TPYP) group met in La Crosse on Monday, October 12th for their fourth quarter 2026 event. The theme...
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Market Point Q3 2026 | Economy, Interest Rates & Midterm Elections

Hi, I’m Yan Arsenault, and I lead Trust Point’s Investment Team. Each quarter, our team shares its perspective on the markets and...
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Trust Point team members enjoying a day at the beach, symbolizing teamwork and trust.

5 Steps to Take in Your Final Year Before Retiring

After decades of employment, you’re finally on the homestretch toward retirement. Your last day of work is set and it’s only a...
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Balance scale with a bucket vs percentage for retirement withdrawal strategies

Retirement Withdrawal Strategies: How to Turn Your Savings Into Retirement Income

A retirement withdrawal strategy is a plan for determining how much money to take from your retirement savings, which accounts to withdraw...
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Steppin Out In Pink 2026

Camaraderie on Display at Steppin’ Out in Pink

Trust Point was honored to have several team members, family and friends participate in Steppin’ Out in Pink again this year. The...
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Woman calculating taxes

2026 Federal Tax Provisions and Monitoring Your Taxable Income

Understanding federal tax provisions is essential for making informed financial decisions. Changes in tax law can directly impact your taxable income, investment...
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