Newsletter Sign-Up

Financial News and Insights

Receive our newsletters with wealth management insights, market updates, and other valuable financial information—delivered to directly your inbox to help you simplify and secure your wealth.

Catch Up With Insights You’ve Missed

View Point

Weekly market Updates

Market Point

Giving Point

Retirement Point

Visit Our Blog!

The Latest Wealth Management
& Trust Point News

Catch Up with Insights You've Missed

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...

Living Trust vs Will: Key Considerations for Planning Your Estate

Wondering whether you need a will or a living trust? Both wills and living trusts help transfer assets to your loved ones,...

Why Working with Your Spouse on Financial Planning Offers Security

In her over two decades working in the financial industry, Trust Point’s Christine Schmidt, CFP®, has seen a gradual shift in women’s...