The CARES ACT – Three Important Provisions That Could Impact You

March 30, 2020 9:58 am

The relief bill known as the CARES Act was signed into law on Friday, March 27, 2020. It is designed to serve as a bridge between the time the US economy decelerates in response to Covid-19 and the time the economy is back up and running. Provisions of the CARES Act support a wide range […]

Economic Commentary: March 10, 2020

March 10, 2020 10:08 am

Following yesterday’s sell off we wanted to share some thoughts and facts about the economy and the market. Lost in a new cycle filled with bad news, last Friday’s payroll report was the 113th month in a row with positive job growth here in the US. (The next closest record time period is 48 months!) […]

Are We Concerned Yet?

February 26, 2020 12:36 pm

We are getting a few questions from clients on the nature of the most recent stock market sell-off. We thought it would be a good opportunity to address these questions in our blog, so that all clients can hear our response. Let’s start with the surprise factor. Was this week’s dramatic two-day pullback unanticipated? Not […]

Planning for a Disabled Child

December 23, 2019 10:22 am

Caring for a disabled child requires planning for the near term and the future but understanding the best strategies to utilize can be challenging, as the rules and regulations are often complex and confusing. Thankfully, there are tools available to help caregivers put a plan in place to assist the disabled child financially, and, with […]

Get the Checklist: Organizing Your Finances for the New Year

December 19, 2019 9:56 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 […]

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 […]

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 […]

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 […]