Personal Finance Blog

Building on her July 5th blog, Betsey Purinton spoke with WJAR's Frank Coletta about advice for those thinking of opening stock “play” accounts.

As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients tackle

Building on her July 11th blog, Chrissy Canapari spoke with WJAR's Frank Coletta about some items to think about when making the decision to

Ideally everyone would reach retirement and not have an outstanding mortgage balance, but that is not always the case.  Some people choose to keep

There is still a bit of the 1990’s stock enthusiast in many investors. I see it in our clients who have unmanaged accounts (accounts

In a recent study conducted by PwC around employee financial wellness, 30% of employees surveyed reported that issues with their personal finances have led

StrategicPoint is thrilled to announce the newest arrival to the StrategicPoint Family: Nixon Vaughan Amey. Nixon arrived on Tuesday, May 16th and weighed 9lbs,

When I am combing through our investment research I always look for defined market risks. I don’t want to miss anything. After all, risk

The passing of a loved one is one of the most challenging and emotional times that we endure. Not only are you trying to

Building on her March 7th blog, Betsey Purinton spoke with WJAR's Frank Coletta about factors to consider when evaluating your bond holdings.