Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.
Refresher on I Bonds
May 4, 2023 3:53 pmThis week the Treasury announced the new rate for I bonds, and if you haven’t heard the new rate is 4.3%, a drop from
Read MoreDebt Ceiling Limit
May 1, 2023 11:04 amThe U.S Department of the Treasury defines the debt limit as “the total amount of money that the United States government is authorized to
Read MoreStrategicPoint Promotes Kristina Mello to Senior Financial Advisor, Director of Financial Planning
April 24, 2023 2:54 pmPROVIDENCE, Rhode Island (April 24, 2023) – StrategicPoint Investment Advisors, a wealth management firm focused on building long-term relationships with individuals and families, is
Read MoreBank Fallout
March 13, 2023 3:12 pmMarkets crave stability, especially when it comes to the banking system. When confidence is questioned, volatility, confusion and panic can be the result. The
Read MoreThree Big Events This Week That Could Shape 2023 Returns
January 30, 2023 10:17 amIn the modern mainstream media era where everything is “breaking news”, please don’t assume I’m falling prey to this same use of hyperbole just
Read More2023 Market Outlook
January 3, 2023 12:41 pm“I don’t think anyone knows whether we’re going to have a recession or not, and if we do, whether it’s going to be a
Read More8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution
December 13, 2022 10:34 amAs financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take their
Read MoreWild Swings in the Market
December 2, 2022 12:37 pmI’ve had a few clients ask me about the stock market swings this week. First, we had the 700-point rally in the Dow on
Read MoreWhen Will the Markets Go Back Up?
October 17, 2022 12:15 pmWhat follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No. “Do
Read MoreInvesting in Unpredictable Markets
August 29, 2022 9:37 amThe recent market rally inspired several calls from clients asking whether it is time to invest money again, after a bruising first half of
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