It is easy to ignore bonds. Bonds don’t generate the same flashy headlines as stocks, (“DOW 21,000!!!”). Bonds also don’t swoon or shoot up the way stocks do. When was the last time you heard investors talk in near panic terms about a bond market “crash?” or coo about “new highs?” In spite of their […]
blend·ed fam·i·ly noun NORTH AMERICA a family consisting of a couple and their children from this and all previous relationships. The joining of two families can be an exciting time but also a time when you will be faced with many financial decisions. There are many aspects of life to plan for, from living […]
It was so clear, right? Trifecta. We were headed for tax reform, infrastructure spending and deregulation. The economy was about to take off, replete with a rising dollar and budding inflation. At least that was the popular story at the beginning of the year. Not so fast. Nothing is as easy as it seems. Distraction […]
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.