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

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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2019 The New Year

2019 The New Year

January 4, 2019 12:02 pm

The New Year is supposed to be a fresh start. We get to begin all over again with energetic resolutions and stalwart promises, putting

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Market Turbulence

Market Turbulence

October 29, 2018 12:54 pm

One factor of the October rout in the stock market has been rising interest rates.  The market has concerns that the Federal Reserve could

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Charitable Giving: Exploring Donor Advised Funds

Charitable Giving: Exploring Donor Advised Funds

October 25, 2018 11:56 am

Following the passage of the Tax Cuts and Jobs Act (“TCJA”) last year, and the increase in the standard deduction that came with it,

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Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

September 20, 2018 10:53 am

Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to their

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