Our Blog provides viewpoints on a variety of issues and is designed to engage you in various discussions and encourage feedback.
Why Evergrande is Worrying the Market
September 22, 2021 10:13 amMonday's market meltdown was blamed on Evergrande, a real estate development company in China. Real estate growth in China has long been a hot
Read MoreDerek Amey on “State of the State” with Richard August
July 23, 2021 2:15 pmRecently StrategicPoint Partner and Senior Advisor, Derek Amey was interviewed by Richard August on "State of the State", a public access television show produced
Read MoreRestricted Stock Plans & The Impact of Your Choices
June 30, 2021 9:48 amStock benefit plans come in a variety of flavors, each requiring thoughtful decision making along the way to maximize the benefits these types of
Read MoreDerek Amey on “Eye Openers” with Brittany Drozd
June 3, 2021 10:37 amRecently StrategicPoint Partner and Senior Advisor, Derek Amey was interviewed by Brittany Drozd as part of her “Eye Openers” series where she interviews business
Read MoreInflation is Coming, Learn Why!
March 29, 2021 10:25 amI’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m painfully
Read MoreAmerican Rescue Plan Stimulus Checks: What Those on the Cusp of Eligibility Need to Know
March 15, 2021 9:29 amThe American Rescue Plan Act of 2021 is massive and complicated - impacting individuals, businesses, educators, state and local governments, while addressing the pandemic
Read MoreThree Considerations to Help Women Achieve Financial Independence
March 8, 2021 11:42 amIn honor of women’s history month, we acknowledge the many achievements and contributions women have made throughout the years, but we also recognize the
Read MoreHow the CARES Act Suspension of RMDs will Affect Your Taxes
February 11, 2021 9:49 amMany folks took advantage of the fact that required minimum distributions (RMDs) from qualified accounts were suspended in 2020 due to the CARES Act.
Read More2021 Market Outlook
January 4, 2021 11:17 amWhen my clients ask me for my 2021 Market Outlook, I gently laugh and say, “Well, let’s hope it is more accurate than last
Read MoreThe Housing Market Is On Fire, Is It 2007 All Over Again?
December 14, 2020 1:05 pmOne of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood and
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