A Message from the Managing Director
January 28, 2021
January 28th, 2021 What a year it’s been! While many of us are all too ready to close the door on 2020 and start with
Category: Retirement Planning
How the Political Environment Can Create Market Volatility and Affect Investments
January 19, 2021
It’s no secret that political events can affect markets and prices. Unlike other unpredictable events, like natural disasters, wars, and inclement weather, political goings-on are
Helping to Care for Aging Parents
December 4, 2020
Many adults are finding that their aging parents are in need of health care assistance. Luckily, there are many options available today to help your
Budgeting for Baby
November 20, 2020
Starting a family is truly one of life’s most fulfilling experiences. Unfortunately, it can also be among the most expensive. Many parents could spend more
Distributions and Rollovers: What You Need to Know About Roth 401(k)s
October 22, 2020
The Roth 401(k) shares features of both the Roth IRA and regular 401(k) plans. Perhaps the biggest difference between regular 401(k) plans and Roth 401(k)s
Facing Possible Unemployment? Take These Steps to Prepare
September 22, 2020
If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make
FOCUS 2020: Making The Most of a Virtual Conference
August 27, 2020
August 27th, 2020 Last week, the HighPoint team settled in to attend the annual LPL FOCUS Conference. FOCUS – LPL Financial’s annual education, growth and
Forward Thinking: Five Ways to Keep Moving Forward in the Age of Social Distancing
August 6, 2020
Activities that people used to take for granted have changed in major ways — like a trip to the grocery store, attending a live concert
Put Savings (and Yourself) First with a Budget
June 25, 2020
Americans, it seems, are spenders. Personal savings rates are low and many people spend beyond their means. If you’re among those Americans who can’t seem
Cashing Out on Bad Spending Habits
June 1, 2020
Four tips to help keep you from overspending Do you find yourself looking out at your porch more often, wondering when your next Amazon package