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

Market Turbulence

Market Turbulence

October 29, 2018 12:54 pm

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

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Charitable Giving: Exploring Donor Advised Funds

Charitable Giving: Exploring Donor Advised Funds

October 25, 2018 11:56 am

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

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Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.

September 20, 2018 10:53 am

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

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TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Spending Those 529 Savings for the First Time?

TV Interview: Derek Amey with Frank Coletta from WJAR/Channel 10: Spending Those 529 Savings for the First Time?

August 31, 2018 10:35 am

Building on his August 13th blog, Derek Amey spoke with WJAR’s Frank Coletta on Facebook Live to discuss tips on how to handle those

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Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College

Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College

August 13, 2018 9:38 am

Much to the dismay of students across the US, for many of them the start of the school year is less than 30 days

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How much should I have in my 401k at age X?

How much should I have in my 401k at age X?

August 9, 2018 12:00 am

At the end of each quarter, many of us receive our latest retirement statement. We take a quick glance to see the bottom line

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Outlook for the Second Half of 2018

Outlook for the Second Half of 2018

June 26, 2018 11:33 am

It shouldn’t be surprising that US stock indices were relatively flat the first half of the year. After all, 2017 brought a stellar, unexpected

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Should You Consider Refinancing Your Debt?

Should You Consider Refinancing Your Debt?

May 15, 2018 12:59 pm

As we are now experiencing a rising interest rate environment, it is imperative to take a close look at your debt obligations to determine

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StrategicPoint Names Two New Partners

StrategicPoint Names Two New Partners

May 10, 2018 9:25 am

PROVIDENCE, April 30, 2018 – StrategicPoint Investment Advisors, LLC, an independent Registered Investment Advisor, announced the promotion of Richard J. Anzelone and Derek M.

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Three Things to Keep In Mind Before Deciding to Downsize

Three Things to Keep In Mind Before Deciding to Downsize

April 24, 2018 10:03 am

If you’re nearing retirement, or settling in to your new retirement routine, chances are you’ve considered downsizing. Whether you’re looking to take advantage of

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