Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.

The Unpredictable Nature of Investor Psychology

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

Read More
Life Insurance Considerations

Life Insurance Considerations

October 7, 2019 11:52 am

Whether you are starting a family or nearing retirement, there are considerations to be made as to your need for life insurance. Many people

Read More
Destination Homes: Home Sales Have Gone the Way of the Wedding

Destination Homes: Home Sales Have Gone the Way of the Wedding

July 29, 2019 12:24 pm

I found myself ranting in front of a client the other day (something I rarely do.). It was about the real estate market. Not

Read More
Has Gold’s Time Come Again?

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

Read More
The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor

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

Read More
Are you confused about the Required Minimum Distribution at age 70 ½? Changes may be coming!

Are you confused about the Required Minimum Distribution at age 70 ½? Changes may be coming!

June 6, 2019 10:40 am

On May 23rd the House of Representatives passed a bill “Setting Every Community Up for Retirement Enhancement” or SECURE for short. While the name

Read More
Trade War Worries

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

Read More
Tariffs, Explained

Tariffs, Explained

May 15, 2019 4:56 pm

“Those who cannot remember the past are condemned to repeat it" -George Santayana, Famed philosopher and poet Last Friday President Trump announced he would

Read More
Finding Value in Health Savings Accounts

Finding Value in Health Savings Accounts

April 29, 2019 10:09 am

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to

Read More
Latest Additions to StrategicPoint Services

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

Read More
Read All