StrategicPoint Names Two New Partners

May 10, 2018 9:25 am

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 […]

Three Things to Keep In Mind Before Deciding to Downsize

April 24, 2018 10:03 am

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 […]

Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner

March 26, 2018 12:26 pm

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 […]

The Stock Market’s Balancing Act

March 26, 2018 11:32 am

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 […]

Have You Completed Your “What If” List?

March 6, 2018 10:36 am

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…

Who…..or What is to Blame For the Recent Market Volatility?

February 6, 2018 12:30 pm

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 […]

Get the Checklist: Organizing Your Finances for the New Year

January 10, 2018 9:59 am

New year, new budget! The holidays are over, 2018 has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth view at […]

The Case for Risk Management in 2018

January 2, 2018 12:52 pm

A friend recently said to me, “Anyone could make money in 2017.” Quite true, allowing for the slight exaggeration on “anyone.” The average equity investor benefitted from significant gains in the markets; The S&P rose 19%. IXUS (iShares Core MSCI International Stock Index) gained 28%, while even the traditional US Aggregate Bond Index had a […]