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

StrategicPoint is pleased to introduce “Sustainable Investing Services,” offering a solution for investors who desire a balance between personal values and investment goals.

StrategicPoint is pleased to introduce “Sustainable Investing Services,” offering a solution for investors who desire a balance between personal values and investment goals.

January 25, 2019 10:05 am

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

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Get the Checklist: Organizing Your Finances for the New Year

Get the Checklist: Organizing Your Finances for the New Year

January 10, 2019 9:59 am

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.

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2019 The New Year

2019 The New Year

January 4, 2019 12:02 pm

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

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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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