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The Magazine for Smart Investing and Better Living

This publication is dedicated to our clients, our friends, individuals interested in finance, or anyone who would like to learn more about us! This edition is a 2-in-1 magazine – the first part provides articles and insights featuring Trust Point, while the second portion is centered on our Emerj360 division!

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The Latest Wealth Management
& Trust Point News

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10 Key Changes from Secure 2.0

After many previous efforts and false starts, the Consolidated Appropriations Act of 2023 (the “CAA”), which includes the more widely known, Secure...
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6 Ways Donor-Advised Funds Help Clients Without Children

Individuals and couples without children are increasingly recognizing the benefits of donor-advised funds, often with the help of their financial advisors. Consider...
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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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