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

Refresher on I Bonds

Refresher on I Bonds

May 4, 2023 3:53 pm

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

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Debt Ceiling Limit

Debt Ceiling Limit

May 1, 2023 11:04 am

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

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StrategicPoint Promotes Kristina Mello to Senior Financial Advisor,  Director of Financial Planning

StrategicPoint Promotes Kristina Mello to Senior Financial Advisor, Director of Financial Planning

April 24, 2023 2:54 pm

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

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Bank Fallout

Bank Fallout

March 13, 2023 3:12 pm

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

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Three Big Events This Week That Could Shape 2023 Returns

Three Big Events This Week That Could Shape 2023 Returns

January 30, 2023 10:17 am

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

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2023 Market Outlook

2023 Market Outlook

January 3, 2023 12:41 pm

“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

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8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution

8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution

December 13, 2022 10:34 am

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

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Wild Swings in the Market

Wild Swings in the Market

December 2, 2022 12:37 pm

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

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When Will the Markets Go Back Up?

When Will the Markets Go Back Up?

October 17, 2022 12:15 pm

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

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Investing in Unpredictable Markets

Investing in Unpredictable Markets

August 29, 2022 9:37 am

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

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