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

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10:  Stock Play Accounts are Meant to be Fun

TV Interview: Betsey Purinton with Frank Coletta from WJAR/Channel 10: Stock Play Accounts are Meant to be Fun

August 11, 2017 1:13 pm

Building on her July 5th blog, Betsey Purinton spoke with WJAR's Frank Coletta about advice for those thinking of opening stock “play” accounts.

Read More
Parents of College Bound Kids: Finally Some Good News!

Parents of College Bound Kids: Finally Some Good News!

August 3, 2017 3:59 pm

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle

Read More
TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10:  Should I Pay Off my Mortgage Before I Retire?

TV Interview: Chrissy Canapari with Frank Coletta from WJAR/Channel 10: Should I Pay Off my Mortgage Before I Retire?

July 28, 2017 1:02 pm

Building on her July 11th blog, Chrissy Canapari spoke with WJAR's Frank Coletta about some items to think about when making the decision to

Read More
Should I Pay Off my Mortgage Before I Retire?

Should I Pay Off my Mortgage Before I Retire?

July 11, 2017 9:26 am

Ideally everyone would reach retirement and not have an outstanding mortgage balance, but that is not always the case.  Some people choose to keep

Read More
Stock Play Accounts are Meant to be Fun

Stock Play Accounts are Meant to be Fun

July 5, 2017 11:18 am

There is still a bit of the 1990’s stock enthusiast in many investors. I see it in our clients who have unmanaged accounts (accounts

Read More
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

Read More
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,

Read More
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

Read More
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

Read More
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

Read More
Read All