For the vast majority of 2022 we believe the markets will be waiting and responding to everything the Fed does and everything the Fed says. The working assumption has been that we will see 3-4 rate hikes in 2022. To a certain extent that is already priced into the stock and bond market. As a […]
As financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take their Required Minimum Distribution (RMD). However, for those retirees turning 72 this year who have never dealt with RMDs before, there can be a lot of items to consider beyond just “how […]
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. Our recent podcast focusing on the current shortages in workers prompted Mr. August to invite Derek for a one-on-one interview about the popular topic. You can click here […]
So, what exactly is happening to LIBOR? For years there have been talks about one of the most widely used interest rate benchmarks being phased out and replaced. The plan is for LIBOR to be fully phased out by 2023, but no new contracts using LIBOR will be issued beyond 2021. In this blog I’ll […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
