Categories for Recent Adventures

A Path for Tomorrow’s Leaders

We were recently privileged to host 14 motivated students from Missouri Southern State University (MSSU) at an inspiring networking event, designed exclusively for the MSSU Global Leaders group.

End of Year Reminders

As we approach the end of the year, this is the time to make sure you’re checking your list twice. Here are two key updates and actions we recommend you pay attention to.

Meet Connor Williamson–Our New Team Member with a Passion for People and Wildlife

We’re thrilled to introduce Connor Williamson, the newest member of our TrueNorth team!

TrueNorth Grand Opening

We recently celebrated the Grand Opening of TrueNorth’s new home located at 4037 Gateway Drive, Joplin, MO 64804.

How to Access Your 1099 Forms Online

It’s time to file taxes. If you have a TradePMR Access Online profile, accessing your 1099 forms will be quick and easy.

Tax Day Planning: IRA and 529 Contributions

April 15, 2025, marks an important deadline—tax returns are due. It’s also your last chance to contribute to your IRA for the 2024 tax year.

Raising Money for Child Advocacy

For over 10 years, TrueNorth has supported the Children’s Center of Southwest Missouri in their mission to provide care and assistance to victims of child abuse.

TrueNorth Empowers MSSU Student Athletes with Financial Knowledge

Investing in our community goes beyond wealth management. We’re committed to empowering individuals by sharing financial knowledge that could help them now, or in the future.

2025 Market Updates: Where We’ll Invest

In 2025, we remain steadfast in our commitment to long-term investment strategies while incorporating tactical adjustments that align with market valuations.

Disclosures

Office Address:

4037 Gateway Drive

Joplin, MO 64804

Phone: 417-434-9400

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