New year, new budget! The holidays are over, 2017 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your 2017 plans. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at your overall financial […]
Investors are forever hopeful (why else would we invest?). And the start of a new year often brings outsized optimism. 2017 feels particularly bullish for the equity markets, however, with both investors and businesses cheering. I feel the same hopefulness, but I am reminded that 2016 was humbling in many ways. 2016 did not go […]
For most Americans, 401k plans, qualified plans or defined contribution plans are the most popular savings vehicles for retirement. With most private companies doing away with pension plans and the uncertainty of Social Security, individuals need…
We’re pleased to introduce Chrissy Canapari’s first blog submission! Chrissy has been with the firm since 2003 and will be a frequent contributor to the StrategicPoint Blog. To learn more about Chrissy, visit her Bio. To subscribe to Chriss…
Building on his most recent blog, Derek Amey spoke with WJAR’s Frank Coletta about this year’s unprecedented election and how markets could react to the transition of power.
While the nation is adjusting to this year’s unprecedented election, it is important to take the longer view. Every four years a substantial part of the electorate is devastated by election results while an equally large number of individuals are elated and filled with great hope. In spite of the extreme vitriol expressed by the […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Items to Check Off Your List Before the End of the YearNovember 4, 2016 1:01 pm
Building on her most recent blog, Chrissy Canapari, ChFC® spoke with WJAR’s Frank Coletta about her top five areas that should be addressed before you ring in the new year.
TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: When Your Investment Turns BubblyOctober 5, 2016 1:38 pm
Building on her most recent blog, Betsey A. Purinton, CFP® spoke with WJAR’s Frank Coletta about favorite investments falling out of favor.
Back in the fall of 2000, I suggested to my Mother that she pull back on her portfolio’s stock exposure. My mother was a competent do-it-your-selfer, relying on Value Line and annual company reports to come up with the list of large cap domestic stocks she invested in. At age 85 her portfolio was about […]
One of my clients is retiring this year and we were discussing what to do with his 401(k) at our bi-annual meeting. While typically most people either opt to leave their 401(k) as-is in their company plan or roll it over to an IRA, a third option is available if you own your company’s stock […]