Bank CDs vs Brokerage CDs
With the Federal Funds rate hovering just over 5%, CDs are popular once again. We’ve had a steady stream of requests from clients...
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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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Debt Ceiling Limit
The U.S Department of the Treasury defines the debt limit as “the total amount of money that the United States government is authorized...
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StrategicPoint Promotes Kristina Mello to Senior Financial Advisor, Director of Financial Planning
PROVIDENCE, Rhode Island (April 24, 2023) – StrategicPoint Investment Advisors, a wealth management firm focused on building long-term relationships with individuals and families,...
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Bank Fallout
Markets crave stability, especially when it comes to the banking system. When confidence is questioned, volatility, confusion and panic can be the result....
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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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2023 Market Outlook
“I don’t think anyone knows whether we’re going to have a recession or not, and if we do, whether it’s going to be...
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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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