Personal Finance Blog

On May 23rd the House of Representatives passed a bill “Setting Every Community Up for Retirement Enhancement” or SECURE for short. While the name

We have been sitting tight on our portfolio asset allocation since the beginning of the trade war escalation this month. Does this mean we

“Those who cannot remember the past are condemned to repeat it" -George Santayana, Famed philosopher and poet Last Friday President Trump announced he would

For most people, the rising cost of healthcare poses a major concern for lifestyle in retirement. It also makes the decision of when to

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

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

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

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

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

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.