The Importance of Regular Financial Health Check-Ups
January 9, 2025
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
Advanced Special Needs Planning Symposium 2024
December 18, 2024
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
The Importance of Having an Emergency Fund
December 16, 2024
Do you think you could you pay your bills if you were unemployed for a few months? Where would the money come from if you
Outlook 2025: Pragmatic Optimism
December 10, 2024
By LPL Financial Research Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and
Smart Budgeting for Young Professionals
November 25, 2024
The modern economic climate places many young professionals face to face with unique financial challenges. Many find themselves weighed down by debts as they struggle
How Much Monthly Income Do I Need in Retirement?
October 10, 2024
One of the most common goals that we work toward with our clients at HighPoint Advisors, LLC, is planning for their retirement. When doing this,
Common Questions Answered: Asset Allocation
September 27, 2024
Asset allocation is a vital component of any successful investment strategy. Simply stated, asset allocation is the strategy of dividing your investments among different asset
529 College Savings Plans: A Smart Way to Invest in Education
August 26, 2024
In recent years, education costs at almost every level have continued to rise. Families are increasingly left wondering how to plan for these future costs.
LPL FOCUS 2024
August 23, 2024
LPL’s major annual conference was back in San Diego again this year. 80 and sunny outside every single day, but AJ showed his dedication by
Sustainable Investing: Wealth Building and Your Values
August 16, 2024
Sustainable investing, also known as ESG (Environmental, Social, and Governance) investing, is a powerful approach that allows investors to align their wealth-building ambitions with their