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...
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The Unpredictable Nature of Investor Psychology
One of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive...
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Life Insurance Considerations
Whether you are starting a family or nearing retirement, there are considerations to be made as to your need for life insurance. Many...
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Destination Homes: Home Sales Have Gone the Way of the Wedding
I found myself ranting in front of a client the other day (something I rarely do.). It was about the real estate market....
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The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor
Cybersecurity in the News Many of us have become aware of serious data breaches over the last several years involving big companies such...
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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...
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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...
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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...
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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....
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