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
What Is a Fiduciary Financial Advisor?
August 2, 2024
The term “fiduciary” holds significant weight and trust in the realm of financial services. For individuals seeking financial guidance about managing finances and financial planning
Financial Literacy: A Guide to Assessing Risks in Your Investment Strategy
July 5, 2024
Success in investing is often determined not just by potential gains but by how well you manage and mitigate risks. All investments carry a certain
Midyear Outlook 2024: Still Waiting for the Turn
July 1, 2024
By LPL Financial Research As we reach the halfway point of 2024, a sense of persistence defines the economic and market landscape. Trends from late
Holistic Planning: Why It’s Important for Younger Individuals
June 7, 2024
Traditional financial planning often focuses on traditional topics such as retirement and wealth accumulation, but those methods often fall short of meeting the diverse needs
Choosing the Right Wealth Manager: Key Questions to Ask
May 24, 2024
Managing wealth can be a daunting task, especially given how complicated today’s financial landscape is. Whether you’re planning for retirement, building your investment portfolio, or
Financial Literacy: A Beginner’s Guide to Investing and Building Wealth
May 2, 2024
In this edition of our Financial Literacy series, we’ll guide you through the maze of basic investment strategy options. At HighPoint Advisors, LLC, we aim
Taylor Joins HighPoint!
April 30, 2024
HighPoint Advisors recently welcomed Taylor Ennist as our Office Manager & Marketing Assistant. She will commonly be the voice you hear when you call us
How Does Artificial Intelligence Impact Humans in the Financial Advice Business?
April 24, 2024
The finance and investment industry is constantly evolving, bringing new technological advancements that have the potential to reshape the ways advice and investment guidance are