I think most will agree that the top consideration in buying a home is location, and that is true for a number of reasons. Everyone wants to live in a desirable area suitable to their way of living. For some the location may be conveniently…
As we are now experiencing a rising interest rate environment, it is imperative to take a close look at your debt obligations to determine if action should be taken. Many of us have enjoyed low interest rates on our debt for several years now, and this may have swayed your decision to accept variable rate […]
PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M. Amey to Partners. With the addition of these two individuals, StrategicPoint’s leadership team now includes three Partners. “We are very pleased that Rick and Derek’s leadership skills are being recognized through […]
If you’re nearing retirement, or settling in to your new retirement routine, chances are you’ve considered downsizing. Whether you’re looking to take advantage of mortgage savings, a warmer climate, or adding a second home, downsizing can be an integral part of your desired lifestyle in retirement. Downsizing is defined as the liquidation – or selling […]
Are you one of the 75% of taxpaying Americans who will get a refund this year? That number seemed surprisingly high to me since I’ve always been taught that overpaying or having too much withheld for taxes was basically lending Uncle Sam mo…
Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the firm’s capabilities in wealth management. StrategicPoint Investment Advisors, LLC, an independent, fee-based financial advisory firm, is pleased to announce the hiring of Kristina Mello as Financial Planner. In addition to working closely […]
Investing is a delicate balancing act, weighing the good news against the bad. Fortunately, for most of the last year and a half, we didn’t hear a lot of really damaging news. Unfortunately, that has changed recently and escalated this past week. Investors usually can handle one challenge fairly effectively, but when the pace of […]
Now that tax season is finally behind us, time has freed up to focus on other financial matters that may have been neglected over the past few months. For me, it has been to make a list of all of my financial and estate planning items in the case…
Building on his February 6th blog, Derek Amey spoke with WJAR’s Frank Coletta on Facebook Live to discuss the sudden burst in market volatility.
The Supreme Court back in 1919 found that while the freedom of speech is protected under the First Amendment, it does not however protect “dangerous speech.” The definition of dangerous speech being purposely vague. An example was provided by Supreme Court Justice Oliver Wendell Holmes in which he said “falsely shouting fire in a theater […]
