Providence, RI—(January 26, 2017) – Aaron C. Reynolds, Associate Portfolio Manager at StrategicPoint Investment Advisors in Providence and East Greenwich, RI has earned the prestigious Chartered Financial Analyst® (CFA®) designation. Since joining the firm in 2011, Mr. Reynolds has been a valued member of StrategicPoint’s Portfolio Management Committee where he provides expertise in research and […]
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 […]
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Debit or Credit? Which to Use and When?January 5, 2017 1:35 pm
Building on our recent blog, Chrissy Canapari spoke with WJAR’s Frank Coletta about when you should choose credit over debit for reasons of security.
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 […]
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…
Debit or Credit? It’s a question we get almost every day, whether it be in person at the checkout or online and it’s a question you should take seriously. Why? My debit and credit card both have the Visa/MasterCard logo. What’s the big difference? There is actually a big difference, but for this article, I’m […]
TV Interview: Megan Logee with Frank Coletta from WJAR/Channel 10: Are Your Children Financially Prepared for What Comes After High School?December 2, 2016 12:48 pm
Building on her most recent blog, Megan Logee spoke with WJAR’s Frank Coletta about some actions we can take to financially prepare our children for adulthood.
In 2014, Rhode Island adopted the CEE’s National Standards for Financial Literacy as Rhode Island’s first ever statewide standards. While Rhode Island has taken steps towards improving financial literacy in our schools, there is still a large disconnect between where we are and where we need to be in ensuring our children are adequately prepared for […]
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 […]