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Posts by category

  • Category: 401k
    • Planning for a Future You will Enjoy: Setting Short, Mid, and Long-Term Goals for Retirement
    • Gen X’s Window of Retirement Planning is Closing: How to Prepare ASAP
    • Stock Market Volatility Has Returned, in a Big Way
    • Is Your 401(k) Balance Too High?
    • The Time Has Come to Scrap the RMD
    • My employer just offered me an early retirement package, what do I do?
    • The CARES ACT – Three Important Provisions That Could Impact You
    • How much should I have in my 401k at age X?
    • Are you 50 or older? Time to CATCH UP on Your Retirement Accounts
    • Attention Business owners: When is it time to stop using a SIMPLE IRA Plan, and open a 401k?
    • Annual 401k Match: Whoever Heard of Such a Thing?
    • Are You Underpaid? Is It Your Fault?
    • 3 Reasons Why You Shouldn’t Borrow From Your 401(k)
  • Category: College Funding
    • Financing the College Dream
    • Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College
    • Parents of College Bound Kids: Finally Some Good News!
  • Category: Estate Planning
    • Latest Additions to StrategicPoint Services
    • Estate Planning Basics: The High Cost of Failure to Communicate
  • Category: Financial Planning
    • How the Fed Affects Mortgage Rates
    • Welcome to 2024 (Part 2)
    • Three Big Events This Week That Could Shape 2023 Returns
    • 2023 Market Outlook
    • Wild Swings in the Market
    • When Will the Markets Go Back Up?
    • Investing in Unpredictable Markets
    • Two Sides of the Same Coin: Inflation and Recession
    • What’s Up With Current Market Volatility?
    • Rate Hikes and Mid-Terms on the Horizon, what do they mean for stock returns?
    • Derek Amey on “State of the State” with Richard August: “Where Have All The Workers Gone?”
    • Why the Transition Away from LIBOR May Affect You
    • Derek Amey on “State of the State” with Richard August
    • Derek Amey on “Eye Openers” with Brittany Drozd
    • Inflation is Coming, Learn Why!
    • How the CARES Act Suspension of RMDs will Affect Your Taxes
    • 2021 Market Outlook
    • The Housing Market Is On Fire, Is It 2007 All Over Again?
    • Be Prepared for Your First-Time Home Purchase
    • Who is Right-The Markets or the Economic Data?
    • Is It A Good Time To Refinance?
    • The Stability of Your Financial Plan During Volatile Times
    • What Could a Market Recovery Look Like?
    • Can a Recession Save us from the Coronavirus?
    • Economic Commentary: March 10, 2020
    • Are We Concerned Yet?
    • The Unpredictable Nature of Investor Psychology
    • Life Insurance Considerations
    • Destination Homes: Home Sales Have Gone the Way of the Wedding
    • Finding Value in Health Savings Accounts
    • 5 Easy Things You Can Do Right Now to Clean Up Your Financial Home
    • Three Things to Keep In Mind Before Deciding to Downsize
    • Should I accept less money on the sale of my house with a cash offer?
    • Uninsured and Underinsured Automobile Insurance: Why the Extra Coverage Matters
    • Simple Inspirations for Personal Savings and Investing
    • Putting Your Cash to Work
    • Per Capita or Per Stirpes with your IRA?
    • What is a Reverse Mortgage? Is it for Me?
    • Volatility – When to be Nervous and When to be Calm
    • Do-it-Yourself Retirement Planning: When to Enlist a Professional
  • Category: Generation X
    • States Are Reopening, Are Consumers Starting to Spend?
    • Struggling to Save for Retirement While Paying Off Your Student Loans? How One Company’s Novel Approach May Set the Standard for the Future.
    • Should You Consider Refinancing Your Debt?
    • Lease or Buy: Which is best for you?
  • Category: Investing
    • Lifting the Hood on Stock Market Returns of 2023
    • Bank CDs vs Brokerage CDs
    • Refresher on I Bonds
    • 2022 Market Outlook
    • Why Evergrande is Worrying the Market
    • Market Optimism
    • COVID-19 is Advancing Greater Interest in ESG Investing
    • The Potentially Troublesome Issue With the Stock Market and the S&P 500
    • A Potential Silver Lining in the Reality of our Current Recession
    • Why the Stock Market Cares So Much About the Coronavirus
    • The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor
    • Introducing: Sustainable Investing Services
    • Financial News or Financial Entertainment? There is a big difference.
    • Stock Play Accounts are Meant to be Fun
    • Three rates of return you should know: IRR, SRR and TWR
    • Why does it seem like the price of oil goes down every day?
    • Stick with Risk Diversification
  • Category: Market Commentary
    • Welcome to 2024 (Part 1)
    • Debt Ceiling Limit
    • Bank Fallout
    • American Rescue Plan Stimulus Checks: What Those on the Cusp of Eligibility Need to Know
    • A Tale of Two Bridges
    • Outlook 2020: The Pause Effect
    • Equifax: Are Monitoring, Alerts and Freezes Enough?
  • Category: Press Release
    • StrategicPoint Promotes Kristina Mello to Senior Financial Advisor, Director of Financial Planning
  • Category: Retirement Planning
    • 8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution
    • Restricted Stock Plans & The Impact of Your Choices
    • Three Considerations to Help Women Achieve Financial Independence
    • Planning for a Disabled Child
    • Get the Checklist: Organizing Your Finances for the New Year
  • Category: Rhode Island Economy
  • Category: Social Security
  • Category: Taxes
    • Charitable Giving: Exploring Donor Advised Funds
  • Category: Uncategorized
    • StrategicPoint Promotes Laura Bard to Director of Client Experience & Strategy
    • StrategicPoint Promotes Derek Amey to Co-CIO
    • Sherri Buteau Joins StrategicPoint Investment Advisors as Client Service Associate, Paraplanner
    • Has the Federal Reserve done enough? Will we see negative interest rates?
    • StrategicPoint Names Two New Partners
    • Kristina Mello Joins StrategicPoint Investment Advisors as Financial Planner
    • StrategicPoint’s Aaron C. Reynolds Earns Prestigious Chartered Financial Analyst® Designation
    • Debit or Credit? Which to Use and When?
    • Career Change and Money Management: 3 Post-Recession Realities
    • Hello World
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Providence, RI
294 W Exchange St
Providence, RI 02903
1-800-597-5974
info@strategicpoint.com

East Greenwich, RI
557 Main St
East Greenwich, RI 02818
1-800-597-5974

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