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The Magazine for Smart Investing and Better Living

The 6th edition of the Trust Point Magazine, Guiding You Every Step of the Way, is here! This publication is dedicated to our clients, our friends, individuals interested in finance, and anyone who would like to learn more about us! This edition features articles from our experienced Trust Point team, an impactful client story and valuable tools and resources, including a financial planning checklist. This edition also includes contributions from our Emerj360 division!

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The Latest Wealth Management
& Trust Point News

2025 Tax Rates

View the 2025 Annual Tax Rates and Exemptions for insights on the following: Gift & Estate Tax Standard Deductions Capital Gains &...

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...

Adult couple looking at papers regarding their investments

Drawing a Line Between Risk and Potential Return

It’s likely that you will need a lot of money to pay your expenses when you’re retired. Retirement experts say individuals should...

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Stay informed with the latest economic and market updates, resources on various wealth management topics, and information on recent policy changes or enhancements to the way we serve you.