Personal Finance Blog

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.

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

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

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

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