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

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

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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

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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

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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

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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

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5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

5 Easy Things You Can Do Right Now to Clean Up Your Financial Home

April 8, 2019 12:00 am

We recently held our annual “ShredIt” event and invited our clients to bring in any old documents that needed shredding. It was our seventh

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2019 Market Update

2019 Market Update

March 11, 2019 12:45 pm

We thought we would bring you up to date on our outlook for the markets. While December unnerved many investors, the first quarter of

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Introducing: Sustainable Investing Services

Introducing: Sustainable Investing Services

January 25, 2019 10:05 am

I started my career with StrategicPoint way back in 2001, and a lot has changed since then- both with the firm and personally. Back

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StrategicPoint is pleased to introduce “Sustainable Investing Services,” offering a solution for investors who desire a balance between personal values and investment goals.

StrategicPoint is pleased to introduce “Sustainable Investing Services,” offering a solution for investors who desire a balance between personal values and investment goals.

January 25, 2019 10:05 am

Investment firm to offer sustainable investing portfolios to complement its traditional asset allocation investment approach. Providence, RI, January 24, 2019 – StrategicPoint Investment Advisors,

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Get the Checklist: Organizing Your Finances for the New Year

Get the Checklist: Organizing Your Finances for the New Year

January 10, 2019 9:59 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.

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