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

July 23, 2021 2:15 pm

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 […]

Restricted Stock Plans & The Impact of Your Choices

June 30, 2021 9:48 am

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 […]

Derek Amey on “Eye Openers” with Brittany Drozd

June 3, 2021 10:37 am

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 […]

Inflation is Coming, Learn Why!

March 29, 2021 10:25 am

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 […]

Three Considerations to Help Women Achieve Financial Independence

March 8, 2021 11:42 am

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 […]

How the CARES Act Suspension of RMDs will Affect Your Taxes

February 11, 2021 9:49 am

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 […]

2021 Market Outlook

January 4, 2021 11:17 am

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 […]

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

December 14, 2020 1:05 pm

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 […]

Be Prepared for Your First-Time Home Purchase

September 14, 2020 10:39 am

Clients often ask me what one can do to best prepare for buying a house, especially for the first time. If you are considering making such a purchase, there are some things you can do to ensure you are best positioned to act when opportunity strikes. Review and Improve Your Credit Score Having a strong […]

The Time Has Come to Scrap the RMD

August 24, 2020 12:33 pm

Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD) rule, it is important to see how we got here. In 1986, as the popularity of the use of IRAs, 401(k)s and rollover IRAs grew, Congress began to become worried that these […]