Personal Finance Blog

This 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

The U.S Department of the Treasury defines the debt limit as “the total amount of money that the United States government is authorized to

PROVIDENCE, Rhode Island (April 24, 2023) – StrategicPoint Investment Advisors, a wealth management firm focused on building long-term relationships with individuals and families, is

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