Life Changes that Necessitate Financial Planning
January 5, 2022
When significant changes occur in your lifetime, it’s a good idea to revisit (or start) your financial plan for the future. Partnering with a financial
Financial Adulting: The Millennial’s Guide
December 13, 2021
Almost in the blink of an eye – you transition from walking across the graduation stage into your first real job, move into your first
HighPoint Advisors, LLC celebrates its 10th Anniversary!
December 6, 2021
Now a decade ago, Managing Director Adam (AJ Loedel) was a founding partner that launched a boutique financial services firm, HighPoint Advisors, LLC. “We wanted
Welcome Brooke Coleman!
November 30, 2021
November 4th, 2021 We are excited to announce that Brooke Coleman has joined the team as a Client Service Associate. In her position, she will
Client Appreciation: A Night at the Ballpark
August 23, 2021
August 23, 2021 On Thursday, August 19, the HighPoint Advisors, LLC team hosted a client appreciation event at NBT Bank Stadium in their newly renovated
LPL Financial Research Midyear Outlook 2021: Picking Up Speed
July 14, 2021
LPL Research Midyear Outlook 2021: Picking Up Speed is designed to help you navigate the risks and opportunities over the rest of 2021 and beyond.
9th Annual Shred Event
June 18, 2021
June 18th, 2021 On Thursday, June 17th, HighPoint Advisors hosted our 9th annual shred event! It was a perfect summer evening to be outside and
Earth Day 2021
April 29, 2021
April 23, 20201 The HighPoint team celebrated Earth Day this year by cleaning up a stretch of Fremont Road near ESM High School. We’re so
Tax Time Playlist
March 23, 2021
You and Your Taxes Deserve a Good Soundtrack Now that the 2021 Tax Season is in full swing, we thought we’d do a little something
Five Strategies for Tax-Efficient Investing
March 10, 2021
Tax-efficient investing can be achieved in variety of ways. For example, you may be able to use losses within your investment portfolio to help offset