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StrategicPoint Promotes Laura Bard to Director of Client Experience & Strategy
Providence, Rhode Island, June 9, 2022 –StrategicPoint Investment Advisors announced today the promotion of Laura J. Bard to Director of Client Experience &...
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StrategicPoint Promotes Derek Amey to Co-CIO
Providence, Rhode Island, March 30, 2022 – In a move expected to provide long-term leadership continuity, StrategicPoint Investment Advisors announced today the promotion...
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Sherri Buteau Joins StrategicPoint Investment Advisors as Client Service Associate, Paraplanner
Providence, RI— (December 13, 2021) StrategicPoint announces the addition of Sherri Buteau to their team as Client Service Associate and Paraplanner, further expanding...
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Has the Federal Reserve done enough? Will we see negative interest rates?
Before COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could...
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StrategicPoint Names Two New Partners
PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek...
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Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner
Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the...
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StrategicPoint’s Aaron C. Reynolds Earns Prestigious Chartered Financial Analyst® Designation
Providence, RI—(January 26, 2017) – Aaron C. Reynolds, Associate Portfolio Manager at StrategicPoint Investment Advisors in Providence and East Greenwich, RI has earned...
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Debit or Credit? Which to Use and When?
Debit or Credit? It’s a question we get almost every day, whether it be in person at the checkout or online and it’s...
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Career Change and Money Management: 3 Post-Recession Realities
I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement...
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