Refresher on I Bonds
This week the Treasury announced the new rate for I bonds, and if you haven’t heard the new rate is 4.3%, a drop...
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Three Big Events This Week That Could Shape 2023 Returns
In the modern mainstream media era where everything is “breaking news”, please don’t assume I’m falling prey to this same use of hyperbole...
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8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution
As financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take...
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Wild Swings in the Market
I’ve had a few clients ask me about the stock market swings this week. First, we had the 700-point rally in the Dow...
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Rate Hikes and Mid-Terms on the Horizon, what do they mean for stock returns?
For the vast majority of 2022 we believe the markets will be waiting and responding to everything the Fed does and everything the...
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Why Evergrande is Worrying the Market
Monday’s market meltdown was blamed on Evergrande, a real estate development company in China. Real estate growth in China has long been a...
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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...
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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...
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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...
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