Trust Point Inc.

Farmer Bill day is here! 🚜🥔 Our President & CEO brought back a truckload of fresh vegetables for all team members to take home and enjoy. It's a simple tradition that our team looks forward to each year and just one of the many ways our culture continues to grow. Do you have a favorite vegetable-based recipe or side dish? If so, leave it in the comments! #TrustPointWAY #CompanyCulture #LifeAtTrustPoint

A credit shelter trust isn't just about preserving wealth. It can help preserve more of it for the people you care about. This video explains how a credit shelter trust works and when it may be a valuable part of your estate plann. Ready to explore the right estate planning strategies for your family? The Trust Point team is here to help. #TrustPoint #SimplifyAndSecureYourWealth #FinancialPlanning #WealthManagement #Fiduciary #CreditShelterTrusts

AI is making headlines, but what does it actually mean for investors? In our Q2 Market Point update, Yan Arsenault, CFA®, CAIA®, explains how AI investment is beginning to support corporate earnings and why broader market participation is a positive sign for long-term investors. Watch now to discover why diversification continues to play an important role in navigating today's markets. Read the latest Market Point newsletter and watch the full market update: 🔗 https://lnkd.in/gapErC3N #MarketPoint #MarketUpdate #EconomicOutlook

On National Parents Day, we celebrate the lessons that shape generations. Many of the financial habits that lead to long-term success start long before retirement planning. Living within your means. Saving consistently. Giving generously. Thinking about tomorrow while enjoying today. As parents—and now grandparents—those values become part of the legacy you leave behind. While passing on wealth is important, passing on wisdom may have the greatest impact of all. Happy National Parents Day to everyone who has helped build a stronger future for the next generation. #NationalParentsDay #RetirementPlanning #LegacyPlanning #FinancialConfidence #TrustPoint

One of the most notable features of the current environment is the continued resilience of both the global and U.S. economies, alongside strong corporate profitability. Activity remains well supported by the delayed effects of monetary easing that began in mid-2024, as well as ongoing fiscal stimulus, which together have helped sustain consumer demand and business investment. 📊 Get the full story in our Q2 Market Point or watch the video overview: https://loom.ly/fScZtRQ #MarketPoint #MarketInsights

Nothing beats a summer evening filled with live music, great company, and community right in our own backyard. We had a wonderful time at Moon Tunes last night, handing out free ice cream scoop coupons for The Pearl, visiting with familiar faces, and connecting with our community. Thanks to everyone who stopped by. We hope you had a great evening! #TrustPoint #MoonTunes #CommunityInvolvement #CompanyCulture #CaringForOurCommunities

Scams can happen to anyone, but a few proactive habits can help protect your personal information and financial well-being. From recognizing pressure tactics to using stronger passwords and being cautious with unexpected calls, emails, and links, our blog shares practical reminders to help you stay alert. Read more for 10 tips to help protect yourself from scams: https://loom.ly/wAZ0Avg #TrustPoint

Is a revocable trust right for you? In this one minute video, Jason Munz and Julie Westbrock break down the basics so you can better understand one of the most common estate planning tools. Connect with us today to create or review your estate plan. #TrustPoint #SimplifyAndSecureYourWealth #FinancialPlanning #WealthManagement #Fiduciary #RevocableTrusts

Has the economy been as uncertain as the headlines suggest? In our Q2 Market Point update, Yan Arsenault, CFA®, CAIA®, Chief Investment Officer at Trust Point, breaks down what's really happened during the first half of 2026, what's driving market performance, and what investors should keep in mind moving forward. Watch the full update and explore the latest Market Point newsletter for additional insights. 🔗 Explore more: https://lnkd.in/gapErC3N #MarketPoint #MarketUpdate #EconomicOutlook

Congratulations to a few of our team members on their recent, well-deserved promotions! 🎉 Please join us in celebrating Emily Dutton, Rochelle Altendorfer, and Tammy Boos as they step into their new roles. Thank you for your dedication, hard work, and the positive impact you make each day. Congratulations! #TeamTrustPoint #CareerGrowth