Derek Amey on “State of the State” with Richard August

Recently StrategicPoint Partner and Senior Advisor, Derek Amey was interviewed by Richard August on "State of the State", a public access television show produced in Rhode Island. Derek's latest blog post and podcast focusing on inflation prompted Mr. August to invite Derek for a one-on-one interview about the popular topic. You can click here to view the interview on Vimeo...

Restricted Stock Plans & The Impact of Your Choices

Stock benefit plans come in a variety of flavors, each requiring thoughtful decision making along the way to maximize the benefits these types of plans can offer. In this blog we explore the challenges these types of plans can present to clients and some important considerations you should be aware of. Challenges of these types of plans You can acquire...

Derek Amey on “Eye Openers” with Brittany Drozd

Recently StrategicPoint Partner and Senior Advisor, Derek Amey was interviewed by Brittany Drozd as part of her “Eye Openers” series where she interviews business owners from a wide variety of backgrounds. This informal interview allowed Derek to share more about his personal journey to becoming an advisor, and how he thinks one of his major life changing moments has helped...

Inflation is Coming, Learn Why!

I’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m painfully aware that many Americans are still struggling due to COVID and our thoughts and prayers go to those folks. At the same time there is some reason to be optimistic as the seasons change. Here in...

American Rescue Plan Stimulus Checks: What Those on the Cusp of Eligibility Need to Know

The American Rescue Plan Act of 2021 is massive and complicated - impacting individuals, businesses, educators, state and local governments, while addressing the pandemic itself. The one aspect that would appear to be straight forward is the provision for stimulus checks, which are currently being sent out to most Americans. But that is not entirely the case. For those on...

Three Considerations to Help Women Achieve Financial Independence

In honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize the unique challenges they face. From a financial perspective, women are faced with certain realities that shape how they think of their future stability. Understanding what obstacles may lie ahead can help successfully plan for various potential...

How the CARES Act Suspension of RMDs will Affect Your Taxes

Many folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES Act. Some people stopped their distribution ahead of time, while others received their distribution and then decided to roll the money back in if they did not need it. With tax season upon us, the question top...

2021 Market Outlook

When my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than last year’s.” On January 6, 2020 I noted that the upcoming year would likely be a “decent one” for the US economy. At the time, that statement seemed like a pretty safe bet. I recently heard that...

The Housing Market Is On Fire, Is It 2007 All Over Again?

One of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood and hearing the experiences of clients buying and selling homes, the housing market appears to be as hot as it was in 2006-2007. “For Sale” signs are popping up one week, and “Sale Pending” signs are there...

Market Optimism

Our investment committee went into the election feeling quite positive about the equity markets for 2021. The outlook looked constructive whether the election produced a blue/red wave or divided government. As of this writing, the country is likely to end up with divided government: Democratic President and House of Representatives along with a Republican Senate. Strategas research has taken a...