Personal Finance Blog

Markets crave stability, especially when it comes to the banking system.  When confidence is questioned, volatility, confusion and panic can be the result. The

In 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

“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

As financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take their

I’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

What follows is a hypothetical conversation in response to the question, “When will the markets go back up?” “Are we there yet?” No. “Do

The recent market rally inspired several calls from clients asking whether it is time to invest money again, after a bruising first half of

Humor me while I repeat myself. There are some points worth making more than once. Especially when it comes to inflation, recession, and the

Providence, Rhode Island, June 9, 2022 –StrategicPoint Investment Advisors announced today the promotion of Laura J. Bard to Director of Client Experience & Strategy. 

We are amid one of those nasty pullbacks, and this time there is no place for an investor to hide. April ended with the