The Unpredictable Nature of Investor Psychology

October 28, 2019 9:54 am

One of the standard topics at our meetings with clients is our market outlook. Recently I have noticed that clients are more attentive than usual to what we say. I attribute this to all the noisy headlines that do more to confuse than clarify where the economy is headed.  Clients are feeling they have a […]

Has Gold’s Time Come Again?

July 9, 2019 1:55 pm

The last time we owned a dedicated position of gold in our portfolios was early 2013. Over the last six and a half years gold prices have generally disappointed, with the exception being the last few months. However, the outlook for the commodity may continue to brighten, at least according to the research we have […]

The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor

June 24, 2019 1:22 pm

Cybersecurity in the News Many of us have become aware of serious data breaches over the last several years involving big companies such as Target, Yahoo, Marriot and Equifax. These data breaches affected hundreds of millions of people around the world and brought light to the importance of cybersecurity, a topic that otherwise doesn’t garner […]

Trade War Worries

May 20, 2019 10:23 am

We have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we aren’t worried? For now, the answer is, “Yes, unless.” The outlook for US/China trade relations is unsettled. The US could be at the beginning of a long drawn out trade war, […]

Latest Additions to StrategicPoint Services

April 15, 2019 11:08 am

Several clients have asked if we are happy with our move to Fidelity Investments. Our response has been that we couldn’t be more pleased with the changes we have seen since we transitioned custodians nineteen months ago. Fidelity has more than met our objectives to reduce client fees (low or free trading costs) and to […]

2019 Market Update

March 11, 2019 12:45 pm

We thought we would bring you up to date on our outlook for the markets. While December unnerved many investors, the first quarter of 2019 brought renewed confidence. Q1 S&P 500 performance was the best in over 20 years. What happens next? Where we are not worried: The markets dramatically oversold in December and then […]

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 […]

Get the Checklist: Organizing Your Finances for the New Year

January 10, 2019 9:59 am

New year, new budget! The holidays are over, the new year has arrived, and we’ve begun a new year to meet your financial goals. Don’t let unexpected expenses derail your plans for the new year. The start of a new year is the perfect time to clear off your kitchen table and take an in-depth […]