As advisors, we get asked this seemingly logical question all the time: “should my investments be more conservative as I get closer to my retirement
This past month, AJ and Pat of HighPoint Advisors, LLC, traveled to Philadelphia—and not just for the history (though there’s plenty of that!). Philly was
HighPoint Advisors, LLC recently welcomed Christine Seeley as our Client Service Associate. Her role involves supporting our financial advisors, building connections with our current and
You’ve finally decided to work with a financial advisor – good for you – so now let’s explore what you should expect in the first
On Friday, March 7th, Taylor, our Office Manager and Marketing Assistant, attended the 2025 CNY Women’s Summit, organized by the CNY Women’s Network. The event
As financial advisors, we get asked questions from parents about how to best save and invest for their young children’s futures. The answer has become
Successful investing goes beyond simply putting your savings into investment accounts. Where and how you invest those dollars can significantly impact your financial future. The
On October 17th, 2024, our team at HighPoint Advisors, LLC had the privilege of leaving the office a bit early to volunteer at the Food
We’re all busy people – and it’s easy to overlook the importance of regularly evaluating your financial health. However, we make time for our routine
The American College of Financial Services hosted their second annual Advanced Special Needs Planning Symposium this past November. HighPoint Advisors, LLC’s own Patrick Newton packed
