TruNorth Blog

News & Articles

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...

February 6, 2018

Yesterday's stock market selloff is getting everyone's attention. The market, as measured by the Dow Jones Industrial Average, plunged 1,175 points. While it was the largest single day point drop ever, the loss as a percentage of 4.6% doesn't even crack the top 10....

November 29, 2017

With 2017 coming to an end, it’s time to review those year-end deadlines for Required Minimum Distributions (RMDs).

If you turned age 70 1/2 before 2017: The deadline for taking the 2017 RMD from your IRA or retirement plan is Dec. 31, 2017. This applies to every tradit...

August 29, 2017

It’s that time of year. My oldest son is starting his junior year in college and my youngest, now a senior in high school, is busy evaluating where he wants to go next fall. While my, and likely your, chief concern is the cost of higher learning, here are some other ti...

October 11, 2016

Next month, Americans will head to the polls to elect the next president of the United States. While the outcome is unknown, one thing is for certain: There will be a steady stream of opinions from pundits and prognosticators about how the election will impact the stoc...

August 22, 2016

TruNorth Capital (TruNorth) will be relocating its headquarters to the historic Vine neighborhood at 1321 S. Westnedge, Kalamazoo MI. The relocation is expected to be completed by this Labor Day.

In partnership with Innovo Development Group (Innovo), TruNorth is in the...

June 21, 2016

TruNorth is pleased to announce and welcomes Sahil Sachdev as our first intern. Sahil is from Kalamazoo, MI and is a current student at DePauw University. He will be graduating in 2019.

Sahil is a double major in Economics and Computer Science.  He is involved with many...

June 12, 2016

Financial aid for college is anything but expected. But what you can expect is having to determine your Expected Family Contribution (EFC) when applying for financial aid. Ifyour college age son or daughterwantsto apply for a student loan, federal grant or any type of...

May 22, 2016

$288,400! That's what the HealthView Services' 2016 Retirement Health Care Costs Data Report shows the average healthy 65-year-old couple retiring this year is projected to spend in today's dollars on lifetime Medicare Parts B, D and supplemental insurance (Plan F) pre...

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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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