TruNorth Blog

News & Articles

July 26, 2020

A common debate amongst investment professionals relates to “active vs. passive” management styles within mutual fund and exchange traded fund selection. One of the common arguments from those favoring an “active” strategy is that active managers can find and add value...

July 3, 2020

With the 2nd quarter now behind us, we move towards the second half of 2020 cautiously optimistic about the future of the global economy. The first two quarters of 2020 proved to be filled with unique situations. The capital markets experienced volatility last seen in...

February 28, 2020

As you are likely aware, the Coronavirus is having a meaningful impact on the capital markets. The fear of a global economic recession has caused a correction in the equity market (loss of 10% of more) and an increased demand for safer assets, such as fixed income secu...

February 26, 2019

The 2018 tax changes may have lowered your total tax liability, but many Americans were surprised by their refund, or worse…their tax payment! Proper tax planning should be a coordinated effort between your tax preparer and investment advisor.

When tax and estate laws c...

February 20, 2019

We constantly meet with prospective clients whose current advisers, in our opinion, are not providing them what they need to be financially successful.  Here are some red flags that suggest it's time for a change.

Guessing risk tolerance. Subjective questionna...

February 12, 2019

The Tax Cuts and Jobs Act which was enacted in December 2017, brought about a host of changes for taxpayers. Among the changes was the amount of withholdings as calculated by revised tax tables. 

The IRS announced that it is waiving the estimated tax penalty for various...

December 28, 2018

This has been a painful quarter for the stock market.   Historically, it’s the fourteenth worst quarter for stocks since 1926 for what it’s worth, with the S&P 500 down 17% since the end of September.  

With the overabundance of financial news that any of...

November 5, 2018

The Internal Revenue Service has announced the cost-of-living adjustments applicable for all types of qualified retirement plans and IRAs.

For 2019, highlights include:

  • The Annual Contribution Limit for 401(k), 403(b) and 457 plans increased from $18,500 to $19,...

October 18, 2018

A well-known investment market commentator recently quipped about the recent market pullback:  “The market is the lowest it has been since June 2018.”   When we put the recent pullback in that short run context, it may give us some additional worthy perspective so we d...

April 19, 2018

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised.

A mistake many inexperie...

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TruNorth Capital Management, LLC (TruNorth) is an investment advisor registered and regulated by the Securities and Exchange Commission (SEC). All clients and potential clients have access to important information about our business methods, fees, professional qualifications and all other pertinent business information. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

Regarding the interaction TruNorth or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, including IRAs, Keogh plans and Solo 401(k)s (collectively "retirement plans"), TruNorth may provide non-discretionary investment advice to a specific investor, recommending or suggesting the acquisition or disposing of securities or other investment property in a retirement plan and/or recommending a rollover from a retirement plan to another. During the course of this interaction, TruNorth meets their requirements of a "level-fee fiduciary" and adheres to the Impartial Conduct Standards that require TruNorth to a) provide advice that is in the client's best interest, b) receive only reasonable compensation for its advice and; c) not make materially misleading statements. 

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