In the Driver’s Seat
September 13, 2019
When it comes to investing for retirement, it’s up to you to decide how to manage your plan. Your company offers a major benefit through
Author: Adam AJ Loedel
FOCUS 2019
August 29, 2019
This year, AJ attended the “LPL Financial Focus” Conference in beautiful San Diego. Focus is LPL Financial’s annual education, growth and networking event for advisors
I’m Changing Jobs. What Should I Do With the Money in My Plan?
August 21, 2019
Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs, your next move
A Night at the Ballpark 2019
August 9, 2019
On Thursday, July 25th, the HighPoint Advisors, LLC team hosted a night out at the ballpark. We rented the Hank Sauer room at NBT
Volunteer Vacations
July 10, 2019
They could be among the most memorable journeys you take. Travel with a difference: the essence of the volunteer vacation. You take the trip, you
Marriage and Money: Finding a Happy Balance
June 27, 2019
Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related
PAG On-Site Training
June 20, 2019
Earlier this month, we sent Administrative Coordinator Chelsea to Private Advisor Group’s On-Site Training at the Vanguard Campus in Malvern, PA. The purpose of the
Children and Wealth: Important Lessons Start Early in Life
June 7, 2019
Wealth can be a mixed blessing — one that creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent,
Avoid These Financial Traps
May 24, 2019
Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your
7th Annual Cinco de Mayo Shred Event
May 7, 2019
The 7th Annual Cinco De Mayo Shred Event hosted by us at HighPoint Advisors, LLC was a fun night for all! It was so