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
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
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
Contactless Client Appreciation
December 17, 2020
December 18th, 2020 HighPoint hosted our second annual client appreciation holiday event on Thursday, December 11th. Clients from all over Central New York stopped by
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
Presenting: My Rep Chat
November 18, 2020
Our Advisors Now Have Texting Capabilities! Now more than ever, client communication is essential. However, industry regulations can often complicate what tools we as financial
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
8th Annual (Socially-Distanced) Shred Event
October 8, 2020
October 8th, 2020 After postponing due to COVID-19, HighPoint Advisors successfully hosted our 8th Annual Shred Event on the lovely fall evening of Thursday, October