Trust Point Inc.

Are you confident you’re making the most of your money? At Trust Point and Emerj360, we believe a strong financial plan is one of the most powerful tools you can have. In this video, Brenna Johnson, CFP®, shares how our personalized approach helps you simplify your finances and secure your future. Through a complimentary planning session, we’ll work with you to: - Align your goals with a clear, customized strategy - Prepare for retirement or major life milestones - Bring clarity and confidence to your financial decisions From tax-saving strategies to investment guidance, retirement projections, estate planning, and more, you’ll receive a comprehensive roadmap tailored to your life. #NationalFinancialPlanningMonth

We’re proud to share that our very own Julie Westbrock, JD, Vice President of Business Development, recently participated as a panelist in the Minneapolis-St. Paul Business Journal’s Table of Experts: Estate Planning. Julie emphasized that estate planning is never one-size-fits-all — it’s about understanding each client’s unique goals, fostering open family communication, and keeping plans updated to reflect life’s changes. She reinforced that estate planning isn’t just about documents, but about preparing families for the future. Explore the full panel discussion here: https://loom.ly/_DN-WzA #EstatePlanning #SimplifyAndSecure

U.S. equity strength continues to be driven predominantly by a narrow cohort of mega-cap technology stocks and sustained enthusiasm around artificial intelligence. The post-April rally in these names enabled the U.S. market to close the performance gap with global ex-U.S. benchmarks, though year-to-date returns remain modestly behind. 📊 Explore the full insights in our Q3 Market Point, or view the video overview here: https://loom.ly/bhedY8Q

Did you miss our Q3 Market Point update? 📊 In this quick video, Yan Arsenault, CFA®, CAIA®, walks through the quarter’s performance highlights and offers perspective on what may lie ahead. View the full edition at https://lnkd.in/gapErC3N. #MarketPoint #MarketUpdate

Estate planning is not just for the wealthy—it’s for anyone who wants to protect their loved ones and secure their legacy. In this video, Julie Westbrock, JD, Vice President of Development at Trust Point, walks through the three estate planning documents that everyone should have, including a healthcare of attorney, financial power of attorney, and a will or trust. Our team at Trust Point is here to simplify the planning process and guide you every step of the way. #EstatePlanningAwarenessWeek

Our Young Professionals group gathered in La Crosse for their final quarterly event of the year, centered on leadership and career growth. 🌟 What it means: We’re committed to developing leaders, strengthening our culture, and investing in the growth of our people at every stage of their careers. 🔗 Read the full story and see how our Young Professionals are shaping the future: https://lnkd.in/gdXf2YAN #Leadership #YoungProfessionals #TeamCulture #CareerGrowth

The policy shock from the April reciprocal tariff episode continued to influence macro behavior through Q3 2025, though its impact shifted from an immediate market jolt to a more persistent drag on strategic decision-making. Current tariff rates on many major trading partners are lower than those announced on April 2nd, yet they remain meaningfully higher than long-run norms. 📊 Explore the full insights in our Q3 Market Point, or view the video overview here: https://loom.ly/bhedY8Q

When Maggie's mother faced a terminal diagnosis, her greatest comfort came from knowing that a plan was in place to provide for Maggie’s needs for years to come. Maggie’s story shows how estate planning can secure not just wealth, but a future filled with stability and care. Read the full story from our Trust Point Magazine: https://loom.ly/GWzt8Xc #TrustPointMagazine #FlashbackFriday #SimplifyandSecureYourWealth

Easing monetary policy and cheaper imported goods in non-U.S. economies have lifted sentiment and asset prices, making overseas markets more attractive to investors. Growing doubts about U.S. exceptionalism have also weakened the dollar in 2025 and could keep it under pressure (Chart 3), strengthening the case for international diversification in both stocks and bonds. 📊 Explore the full insights in our Q3 Market Point, or view the video overview here: https://loom.ly/bhedY8Q

Thinking about life after your business? 📝 Exiting is about more than a transaction. It’s about protecting your legacy, your family, and your future. In this video, Jon Marquet, JD, CEPA®, Retirement Plan Consultant, shares a preview of our magazine article, “The Business Owner's Exit Playbook,” co-authored with Randy Van Rooyen, CFA®, CEPA®, Senior Vice President at Trust Point. 📖 Just one of the insightful features you’ll find in our upcoming Trust Point Magazine. Stay tuned — coming soon to trustpointinc.com. #TrustPointMagazine #MagazineRelease #SimplifyAndSecure #BusinessExitPlanning