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

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

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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

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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

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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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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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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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