Portfolio Management Update
April 15, 2020
April 15th, 2020* We at HighPoint Advisors, LLC wanted to touch base and share some of our insights and strategies during this uncertain time. The
Category: Investing
Market Update: A Message from the Managing Director
March 4, 2020
March 4, 2020 The last week or so has been a wild ride between news headlines and financial market action. I thought this would be
Are Robo-Advisors the Way of the Future? The Jury Is Still Out
January 13, 2020
As automated and on-demand services become increasingly popular, it’s no surprise that robo-advisors are also on the rise. Robo-advisor technology has certainly come a long
Outlook 2020: Bringing Markets Into Focus
December 4, 2019
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. At LPL RESEARCH, as we look forward to the year 2020 and a
Nine Steps to Raising Money-Smart Kids
November 6, 2019
There are many ways to teach your children good money sense. You can fall back on stories of how you used to earn, save and
The Millennial’s Guide to Financial Adulting
September 25, 2019
It happens quickly – you trade in your graduation cap for your first real job, first apartment and perhaps your very first car. But six
FOCUS 2019
August 29, 2019
This year, AJ attended the “LPL Financial Focus” Conference in beautiful San Diego. Focus is LPL Financial’s annual education, growth and networking event for advisors
I’m Changing Jobs. What Should I Do With the Money in My Plan?
August 21, 2019
Changing jobs is an important decision — one that many of us are making more often. Once you’ve decided to switch jobs, your next move
Marriage and Money: Finding a Happy Balance
June 27, 2019
Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related
Children and Wealth: Important Lessons Start Early in Life
June 7, 2019
Wealth can be a mixed blessing — one that creates great opportunity as well as weighty responsibility — especially for children. As a parent, grandparent,