Debt Ceiling Limit

May 1, 2023 11:04 am

The U.S Department of the Treasury defines the debt limit as “the total amount of money that the United States government is authorized to borrow to meet its existing legal obligations, including Social Security and Medicare benefits, military salaries, interest on the national debt, tax refunds and other payments.”  The US Treasury goes on to […]

StrategicPoint Promotes Laura Bard to Director of Client Experience & Strategy

June 9, 2022 4:12 pm

Providence, Rhode Island, June 9, 2022 –StrategicPoint Investment Advisors announced today the promotion of Laura J. Bard to Director of Client Experience & Strategy.  In this role, Laura will expand her responsibilities from her previous position as Marketing Manager. The role of Director of Client Experience and Strategy is a first for StrategicPoint and reflects […]

StrategicPoint Promotes Derek Amey to Co-CIO

March 30, 2022 12:09 pm

Providence, Rhode Island, March 30, 2022 – In a move expected to provide long-term leadership continuity, StrategicPoint Investment Advisors announced today the promotion of Derek M. Amey to Co-Chief Investment Officer (CIO).  In this role, Derek will further expand his responsibilities from his previous position of Portfolio Manager. Amey will continue to hold the responsibilities […]

Sherri Buteau Joins StrategicPoint Investment Advisors as Client Service Associate, Paraplanner

December 21, 2021 10:59 am

Providence, RI— (December 13, 2021) StrategicPoint announces the addition of Sherri Buteau to their team as Client Service Associate and Paraplanner, further expanding the firm’s capabilities in wealth management. StrategicPoint Investment Advisors, LLC, an independent, fee-based investment advisory firm, is pleased to announce the hiring of Sherri Buteau as Client Service Associate and Paraplanner. Sherri […]

Has the Federal Reserve done enough? Will we see negative interest rates?

October 1, 2020 9:25 am

Before COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could lose the most weight over a set period of time. For the month of January, besides trying to exercise more, I took bread and cheese out of my diet entirely. By the […]

StrategicPoint Names Two New Partners

May 10, 2018 9:25 am

PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M. Amey to Partners. With the addition of these two individuals, StrategicPoint’s leadership team now includes three Partners. “We are very pleased that Rick and Derek’s leadership skills are being recognized through […]

Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner

March 26, 2018 12:26 pm

Providence, RI— (March 26, 2018) – StrategicPoint announces the addition of Kristina Mello, MBA, to their team as Financial Planner, further expanding the firm’s capabilities in wealth management. StrategicPoint Investment Advisors, LLC, an independent, fee-based financial advisory firm, is pleased to announce the hiring of Kristina Mello as Financial Planner. In addition to working closely […]

StrategicPoint’s Aaron C. Reynolds Earns Prestigious Chartered Financial Analyst® Designation

January 31, 2017 10:31 am

Providence, RI—(January 26, 2017) – Aaron C. Reynolds, Associate Portfolio Manager at StrategicPoint Investment Advisors in Providence and East Greenwich, RI has earned the prestigious Chartered Financial Analyst® (CFA®) designation. Since joining the firm in 2011, Mr. Reynolds has been a valued member of StrategicPoint’s Portfolio Management Committee where he provides expertise in research and […]

Debit or Credit? Which to Use and When?

December 15, 2016 1:41 pm

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 a question you should take seriously. Why? My debit and credit card both have the Visa/MasterCard logo. What’s the big difference? There is actually a big difference, but for this article, I’m […]

Career Change and Money Management: 3 Post-Recession Realities

August 10, 2016 9:28 am

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 and well wishes, it started to dawn on me: a lot of people are switching jobs lately, including many of my clients, family, and friends. Nearly 10 years after the Great Recession, […]