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
Facing Possible Unemployment? Take These Steps to Prepare
September 22, 2020
If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make
FOCUS 2020: Making The Most of a Virtual Conference
August 27, 2020
August 27th, 2020 Last week, the HighPoint team settled in to attend the annual LPL FOCUS Conference. FOCUS – LPL Financial’s annual education, growth and
Forward Thinking: Five Ways to Keep Moving Forward in the Age of Social Distancing
August 6, 2020
Activities that people used to take for granted have changed in major ways — like a trip to the grocery store, attending a live concert
Put Savings (and Yourself) First with a Budget
June 25, 2020
Americans, it seems, are spenders. Personal savings rates are low and many people spend beyond their means. If you’re among those Americans who can’t seem
Digital Care Package: Part 5
June 11, 2020
June 11, 2020 How’s everyone doing? With businesses slowly re-opening across New York State (including us!), this will be our last Digital Care Package, at
Office Re-Opening & Safety Precautions
June 10, 2020
June 10th, 2020 The HighPoint Team is pleased to announce that we are re-opening our office for in-person meetings starting on Monday, June 15th. Even
Cashing Out on Bad Spending Habits
June 1, 2020
Four tips to help keep you from overspending Do you find yourself looking out at your porch more often, wondering when your next Amazon package