Personal Finance Blog

I get this question a lot from friends and clients: “Should I refinance my mortgage?” The answer is not always so simple.  In fact,

During these unprecedented times, many clients are wondering if their goals have been derailed and if so, what it will take to get them

In hindsight, it appears surprisingly easy to shut down an economy - we just did it in a few short weeks.  I suspect it

One of the constant comments from market participants and the talking heads on TV is that the investing community has no historical experience to

The relief bill known as the CARES Act was signed into law on Friday, March 27, 2020. It is designed to serve as a

The first change I noticed was early last week, before any state of emergency had been declared in Rhode Island, Massachusetts, or the US.

Following yesterday’s sell off we wanted to share some thoughts and facts about the economy and the market. Lost in a new cycle filled

As part of our commitment to bringing you quality expertise, planning and service, StrategicPoint is always looking to enhance our capabilities. To better serve

The recent downturn in the markets has been driven predominantly by the Coronavirus and high stock valuations. Any sustained market bounce is unlikely to

We are getting a few questions from clients on the nature of the most recent stock market sell-off. We thought it would be a