Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.

Are You Promoting Financial Wellness Among Your Employees?

Are You Promoting Financial Wellness Among Your Employees?

May 25, 2017 10:11 am

In a recent study conducted by PwC around employee financial wellness, 30% of employees surveyed reported that issues with their personal finances have led

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StrategicPoint Welcomes Nixon Vaughan Amey

StrategicPoint Welcomes Nixon Vaughan Amey

May 19, 2017 12:06 pm

StrategicPoint is thrilled to announce the newest arrival to the StrategicPoint Family: Nixon Vaughan Amey. Nixon arrived on Tuesday, May 16th and weighed 9lbs,

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Surprise Risk

Surprise Risk

May 8, 2017 12:08 pm

When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk

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Prepaying Funeral Costs: Good or Bad Idea?

Prepaying Funeral Costs: Good or Bad Idea?

May 5, 2017 12:45 pm

I’ve been asked in the past for my opinion on prepaying for funeral expenses. First of all, this is not a fun topic for

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If a Loved One Has Passed, Where Should You Begin?

If a Loved One Has Passed, Where Should You Begin?

April 3, 2017 12:22 pm

The passing of a loved one is one of the most challenging and emotional times that we endure. Not only are you trying to

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TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Don’t Forget Those Bonds!

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Don’t Forget Those Bonds!

March 17, 2017 1:23 pm

Building on her March 7th blog, Betsey Purinton spoke with WJAR's Frank Coletta about factors to consider when evaluating your bond holdings.  

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Leading a Fulfilling Retirement: Volunteering

Leading a Fulfilling Retirement: Volunteering

March 13, 2017 12:07 pm

Retirement means different things to different people. For the individual whose job included heavy travel all over the world, they might be looking forward

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Don’t Forget Those Bonds!

Don’t Forget Those Bonds!

March 7, 2017 10:44 am

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

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TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Planning for Blended Families

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Financial Planning for Blended Families

March 3, 2017 12:50 pm

Building on her February 21st blog, Chrissy Canapari spoke with WJAR's Frank Coletta about some of the key issues that should be addressed with blended

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Tips for Surviving a Divorce (Financially)

Tips for Surviving a Divorce (Financially)

March 1, 2017 12:00 am

We’ve all heard the statistics: divorce is quite common in addition to being a difficult process and experience.  There are numerous adjustments to be

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