Resources


2013 Market Outlook


LPL Financial Research has come out with this year's market outlook. Click on the link below to view, download, or print the article.

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Client Account View



Click the image above to access and track your accounts with HighPoint Advisors.

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IRA Required Minimum Distribution Calculator


The required minimum distribution from a traditional IRA has to be calculated each year for individuals at or over the age of 70 1/2. Click HERE for a free calculator to show how that calculation works.

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Curian Capital - Monthly Tactical Update


This is the current monthly allocation update for our clients who have an account with Curian Capital's Tactical Advantage program.  The update is for the Global Tactical 60 portfolio, which is the mid-level risk portfolio.  This resource will be updated on a monthly basis and can be downloaded or printed by clicking on the link below.

Curian Global Tactical 60 allocation Update.- May 2013

Curian Global Tactical 60 allocation Update.- April 2013

Curian Global Tactical 60 allocation Update.- Mar 2013

Curian Global Tactical 60 allocation Update.- Feb 2013

Curian Global Tactical 60 allocation Update.- Jan 2013

Curian Global Tactical 60 allocation Update.- Dec 2012

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HighPoint Advisors Monthly Newsletter


Click any of the links below to view our Monthly Newsletters.  These are quick reads that shed light on some areas that don't always come up in our regular client meetings.

April 2013 - Retirement Income Planning Q&A

March 2013 - Small Business Financing

February 2013 - Saving for the Short Term

January 2013 - Beneficiaries

December 2012 - Charitable Choice

November 2012 - Tax Efficient Investing

October 2012 - Women and Retirement

September 2012 - Dollar Cost Averaging

August 2012 - Saving for College

July 2012 - Incentive Trusts

June 2012 - Starting a New Business in Retirement

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: NY, OH, FL.
Securities offered through LPL Financial, Member FINRA/SIPC.