Introducing: Sustainable Investing Services

January 25, 2019 10:05 am

I started my career with StrategicPoint way back in 2001, and a lot has changed since then- both with the firm and personally. Back then I was working in client service and placing trades on behalf of the advisors. Personally, I was single and living with some college friends. This summer, my wife and I are […]

StrategicPoint is pleased to introduce “Sustainable Investing Services,” offering a solution for investors who desire a balance between personal values and investment goals.

January 25, 2019 10:05 am

Investment firm to offer sustainable investing portfolios to complement its traditional asset allocation investment approach. Providence, RI, January 24, 2019 – StrategicPoint Investment Advisors, in an effort to support clients who are looking to integrate personal values with their approach to investing, announced today the launch of its Sustainable Investing Services. In the socially conscious […]

2019 The New Year

January 4, 2019 12:02 pm

The New Year is supposed to be a fresh start. We get to begin all over again with energetic resolutions and stalwart promises, putting last year’s disappointments behind us. Investors are all for leaving behind 2018, which was a particularly rough year. Most asset classes turned in negative performance while volatility punctuated the year at […]

Market Turbulence

October 29, 2018 12:54 pm

One factor of the October rout in the stock market has been rising interest rates.  The market has concerns that the Federal Reserve could eventually overshoot (raise interest rates too high) and stifle economic growth. While an overshoot seems unlikely until sometime in 2020, investors tend to signal their displeasure early. At this point in […]

Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

September 20, 2018 10:53 am

Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to their employees.  Record low unemployment has resulted in a challenge for companies to find and keep qualified candidates, especially recent graduates. In an effort to attract and retain these folks, one company […]

How much should I have in my 401k at age X?

August 9, 2018 12:00 am

As the calendar turns to 2014, many folks use the month of January to review their retirement balances and see how their accounts have grown. Whether it’s the cold weather that makes people pay more attention or a derivative of a new year’s…

Outlook for the Second Half of 2018

June 26, 2018 11:33 am

It shouldn’t be surprising that US stock indices were relatively flat the first half of the year. After all, 2017 brought a stellar, unexpected gift in the form of performance returns. As the year turned over, most investors were aware that stocks can only go up for so long before one of two things happen: […]

4 Ways to Spend Your Income Tax Refund

April 5, 2018 12:00 am

Are you one of the 75% of taxpaying Americans who will get a refund this year?  That number seemed surprisingly high to me since I’ve always been taught that overpaying or having too much withheld for taxes was basically lending Uncle Sam mo…

The Stock Market’s Balancing Act

March 26, 2018 11:32 am

Investing is a delicate balancing act, weighing the good news against the bad. Fortunately, for most of the last year and a half, we didn’t hear a lot of really damaging news. Unfortunately, that has changed recently and escalated this past week.  Investors usually can handle one challenge fairly effectively, but when the pace of […]