"Many people have financial challenges they don’t fully understand. I enjoy identifying and addressing potential pitfalls with my clients. Offering solutions is my greatest reward."
Derek Amey, Managing Partner, serves as Co-Chief Investment Officer as well as Senior Financial Advisor to clients of StrategicPoint, providing investment advice and wealth management to clients. As Co-CIO, Derek oversees StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies. He has been with the firm since 2001.
Derek is a graduate of The University of Rhode Island with a Bachelor of Science Degree in Business Administration. He holds the FINRA Series 66 license. His background includes experience as a Trading Desk Supervisor at Suretrade, Inc. and an Online Product Support Specialist at Quick & Reilly, Inc.
Derek is the co-host of StrategicPoint’s podcast, The Novice and The Nerd. To learn more about Derek, his career path and his approach to advising clients, watch his interview on “Eye Openers” with Brittany Drozd. He often appears as a guest on “State of the State”, a public access television show produced in Rhode Island.
He lives with his wife and two sons in North Kingstown, RI.
Insights from Derek M. Amey
Welcome to 2024 (Part 2)
Welcome to 2024, Part 2. If you haven’t read part 1, start here. This is the second part of a two-part blog, where...
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Welcome to 2024 (Part 1)
Welcome to 2024. If this year is anything like 2023, expect the unexpected. Last year proved just how hard it is for anyone,...
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Lifting the Hood on Stock Market Returns of 2023
If you’ve listened to any of the Novice and The Nerd podcasts this summer you’ve probably heard about Laura’s trials and tribulations with...
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Refresher on I Bonds
This week the Treasury announced the new rate for I bonds, and if you haven’t heard the new rate is 4.3%, a drop...
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Three Big Events This Week That Could Shape 2023 Returns
In the modern mainstream media era where everything is “breaking news”, please don’t assume I’m falling prey to this same use of hyperbole...
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8 Things to Consider the First Year You Have to Take Your Required Minimum Distribution
As financial advisors, we’re used to all the nuances and choices that retirees face when it comes to when and how to take...
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Wild Swings in the Market
I’ve had a few clients ask me about the stock market swings this week. First, we had the 700-point rally in the Dow...
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Rate Hikes and Mid-Terms on the Horizon, what do they mean for stock returns?
For the vast majority of 2022 we believe the markets will be waiting and responding to everything the Fed does and everything the...
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Why Evergrande is Worrying the Market
Monday’s market meltdown was blamed on Evergrande, a real estate development company in China. Real estate growth in China has long been a...
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Derek Amey on “Eye Openers” with Brittany Drozd
Recently StrategicPoint Partner and Senior Advisor, Derek Amey was interviewed by Brittany Drozd as part of her “Eye Openers” series where she interviews...
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Inflation is Coming, Learn Why!
I’m writing this blog on the first day of Spring, thinking about how different our lives are now from a year ago. I’m...
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The Housing Market Is On Fire, Is It 2007 All Over Again?
One of the shining spots in the US economy right now is the housing market. Between seeing it firsthand in my own neighborhood...
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Has the Federal Reserve done enough? Will we see negative interest rates?
Before COVID hit, a few family members and I were competing in our own version of Biggest Loser, trying to see who could...
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The Time Has Come to Scrap the RMD
Before we get to why I believe that we should finally put an end to the outdated and unnecessary Required Minimum Distribution (RMD)...
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My employer just offered me an early retirement package, what do I do?
Last week Brown University announced they would be offering an early retirement package to some of their staff. Dubbed the “Staff Voluntary Retirement...
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States Are Reopening, Are Consumers Starting to Spend?
You will often hear, “so goes the consumer, so goes the United States economy.” This is a phenomenon that has grown during my...
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The Potentially Troublesome Issue With the Stock Market and the S&P 500
There is no perfect measure to say how the stock market in the US is performing. Every major index you see mentioned on...
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A Potential Silver Lining in the Reality of our Current Recession
One of the constant comments from market participants and the talking heads on TV is that the investing community has no historical experience...
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Economic Commentary: March 10, 2020
Following yesterday’s sell off we wanted to share some thoughts and facts about the economy and the market. Lost in a new cycle...
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Why the Stock Market Cares So Much About the Coronavirus
For the last few weeks, it feels like the stock market has been responding positively and negatively to every new piece of information...
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Introducing: Sustainable Investing Services
I started my career with StrategicPoint way back in 2001, and a lot has changed since then- both with the firm and personally....
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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.
Over the summer there was an interesting IRS ruling that was spurred by a single company trying to provide a unique perk to...
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Spending Those 529 Savings for the First Time? Tips for Parents of Freshmen Entering College
Much to the dismay of students across the US, for many of them the start of the school year is less than 30...
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How much should I have in my 401k at age X?
At the end of each quarter, many of us receive our latest retirement statement. We take a quick glance to see the bottom...
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Financial News or Financial Entertainment? There is a big difference.
Last week famed investor Jim Rogers received a ton of press around his latest call that “The Worst Financial Crash You Have Ever...
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Parents of College Bound Kids: Finally Some Good News!
As the father of a newborn, saving for college is now a major financial goal for my household. After years of helping clients...
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Career Change and Money Management: 3 Post-Recession Realities
I recently attended a going-away party for a family who is relocating to Florida—new job, new home, new state. Amidst all the excitement...
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Attention Business owners: When is it time to stop using a SIMPLE IRA Plan, and open a 401k?
There comes a time in all of our lives, when we realize we have to grow up. My wife and I are starting...
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Annual 401k Match: Whoever Heard of Such a Thing?
A few weeks ago a friend and I were talking about retirement and our 401k plans. His company had recently changed their retirement...
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Why does it seem like the price of oil goes down every day?
I’ve had a few folks recently ask about the drop in oil prices, and I suspect some of you may have questions as...
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Are You Underpaid? Is It Your Fault?
What would you say if I told you that many Americans are under paid? You’d probably shake your head yes, and then daydream...
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Do-it-Yourself Retirement Planning: When to Enlist a Professional
My wife and I bought our first home last year. As serial renters for the last 15+ years, we vastly underestimated the amount...
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3 Reasons Why You Shouldn’t Borrow From Your 401(k)
I’ve been asked recently by someone if he should borrow from his 401(k) to fund the down payment of a new home. He...
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Hello World
Hello World: When we first contacted our strategy and design firm about adding a blog to our site, the question they asked was:...
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