Trade War Worries

We have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we aren’t worried? For now, the answer is, “Yes, unless.” The outlook for US/China trade relations is unsettled. The US could be at the beginning of a long drawn out trade war, or we could see some...

Tariffs, Explained

“Those who cannot remember the past are condemned to repeat it" -George Santayana, Famed philosopher and poet Last Friday President Trump announced he would hike tariffs on another $200 Billion of Chinese goods.  For months, the stock market seems to rally and then selloff based on anonymous sources talking about the progress of finding a resolution to the tariffs. As...

Finding Value in Health Savings Accounts

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to retire that much more challenging, knowing this is an unavoidable yet sizeable expense. After the Affordable Care Act went into effect in 2010, the focus was more on access to services, not about coverage or controlling...

Latest Additions to StrategicPoint Services

Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more pleased with the changes we have seen since we transitioned custodians nineteen months ago. Fidelity has more than met our objectives to reduce client fees (low or free trading costs) and to provide innovative technological solutions for...

5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our seventh annual event like this, and this year’s was just as well received. This event got me thinking of tax season and I asked myself, “Is there anything I need to change or clean out?” Financially, that is....

2019 Market Update

We thought we would bring you up to date on our outlook for the markets. While December unnerved many investors, the first quarter of 2019 brought renewed confidence. Q1 S&P 500 performance was the best in over 20 years. What happens next? Where we are not worried: The markets dramatically oversold in December and then rebounded with similar speed. Neither...

Introducing: Sustainable Investing Services

I started my career with StrategicPoint way back in 2001, and a lot has changed since then- both with the firm and personally. Back then I was working in client service and placing trades on behalf of the advisors. Personally, I was single and living with some college friends. This summer, my wife and I are expecting our second son to...

StrategicPoint is pleased to introduce “Sustainable Investing Services,” offering a solution for investors who desire a balance between personal values and investment goals.

Investment firm to offer sustainable investing portfolios to complement its traditional asset allocation investment approach. Providence, RI, January 24, 2019 – StrategicPoint Investment Advisors, in an effort to support clients who are looking to integrate personal values with their approach to investing, announced today the launch of its Sustainable Investing Services. In the socially conscious investing space in recent years,...

Get the Checklist: Organizing Your Finances for the New Year

New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. 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...

2019 The New Year

The New Year is supposed to be a fresh start. We get to begin all over again with energetic resolutions and stalwart promises, putting last year’s disappointments behind us. Investors are all for leaving behind 2018, which was a particularly rough year. Most asset classes turned in negative performance while volatility punctuated the year at dizzying levels. Will markets turn...