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Financial Planning

Financial Planning, Investing, Market Commentary

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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Financial Planning, Investing, Market Commentary, Retirement Planning

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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Financial Planning, Investing, Retirement Planning

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 Landing2
Financial Planning, Investing, Market Commentary, Retirement Planning

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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Financial Planning, Generation X, Market Commentary, Retirement Planning

When Will the Markets Go Back Up?

What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No....
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Financial Planning, Investing, Market Commentary

Investing in Unpredictable Markets

The recent market rally inspired several calls from clients asking whether it is time to invest money again, after a bruising first half...
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Financial Planning, Generation X, Investing, Market Commentary, Retirement Planning

Two Sides of the Same Coin: Inflation and Recession

Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and...
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Financial Planning, Investing, Market Commentary

What’s Up With Current Market Volatility?

We are amid one of those nasty pullbacks, and this time there is no place for an investor to hide. April ended with...
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Financial Planning, Market Commentary

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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Providence, RI
294 W Exchange St,
Providence, RI 02903
1-800-597-5974
info@strategicpoint.com

East Greenwhich, RI
557 Main St,
East Greenwich, RI 02818
1-800-597-5974

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