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

4 Ways to Spend Your Income Tax Refund

4 Ways to Spend Your Income Tax Refund

April 5, 2018 12:00 am

Each year about 8 out of 10 American taxpayers will receive a refund.  There are arguments both for and against having so much tax

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Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner

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

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The Stock Market’s Balancing Act

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

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Have You Completed Your “What If” List?

Have You Completed Your “What If” List?

March 6, 2018 10:36 am

As we are now in the full swing of tax season and you are likely gathering all the relevant documentation needed, there might be

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10:  Who…..or What is to Blame For the Recent Market Volatility?

TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Who…..or What is to Blame For the Recent Market Volatility?

February 27, 2018 1:26 pm

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.

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

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

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Should I accept less money on the sale of my house with a cash offer?

Should I accept less money on the sale of my house with a cash offer?

January 29, 2018 9:57 am

Now that real estate is heating up again and inventory is low, more buyers are bidding on houses and some believe offering cash just might give them the inside track. But what if these cash offers are lower than other offers. Is it worth it? It’s a good question and one

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Get the Checklist: Organizing Your Finances for the New Year

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

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The Case for Risk Management in 2018

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

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Top 3 Considerations When Selecting a 529 Plan

Top 3 Considerations When Selecting a 529 Plan

November 13, 2017 12:04 pm

If you are saving for college for your children, a 529 college savings plan is one of the best vehicles to utilize.  A 529

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