In the Community

Highpoint Advisors is happy to sponsor and participate in many community events throughout East Syracuse, NY and the surrounding areas. Look through some of our recent events below. We hope to see you at our next local event!

Tax Time Playlist

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 to make the process more fun (or at least a little less soul-crushing). So each member of the HighPoint team shared a few of their favorite money-related songs, and we put together a playlist! We hope it lifts your spirits while you’re gathering documents and contemplating those last-minute IRA contributions. Keep on reading...

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A Message from the Managing Director

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 a clean slate in 2021, I thought it would be useful to provide a little clarity as to where we are in this ever-changing economy. With that in mind, I want to give some brief commentary on a few major topics that are frequently showing up in conversations right now. Here are the top 3 questions we have been asked in recent weeks:

1. With the new Biden administration in place, how much will my taxes go up?

There will likely be some amount of tax reform on the agenda for the new administration, but it will not impact everyone equally. Many people believe that their personal income tax rate will increase, but that’s unlikely to be the case because the majority of Americans don’t fall into the highest income tax brackets where change will be most immediate. It seems likely that the top income tax bracket will increase back to the previous level before the 2017 tax reform happened – to 39.6% [i] - but that’s for the highest earners only. Most Americans fall under the $400,000 income threshold, and those taxpayers are the ones that the Biden administration vows not to push increases upon. So, that concern should be reduced by knowing that the majority of the income tax increases will be aimed at the very top earners. These policies may, in fact, be a step towards addressing the goal of decreasing wealth inequality in our country. Keep on reading...

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Contactless Client Appreciation

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 our office to pick up the pies they’d ordered and say hello. In order to respect social distancing, this year we offered contactless pickup. Clients called the office when they arrived, and advisors and staff took turns delivering them to clients' cars. It may not have been exactly how we planned, but it felt good to spread some holiday cheer! Hopefully next year the world will have returned to normal and we'll be back to offering homemade cookies and mulled apple cider on pie day. Keep on reading...

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Presenting: My Rep Chat

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 advisors can use. With that in mind, we are particularly pleased to announce the rollout of a new communication tool: MyRepChat. It’s an industry-compliant texting solution that will allow clients to text back and forth with their advisors for the first time. How It Works...

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8th Annual (Socially-Distanced) Shred Event

stick figures with masks and paper airplanes 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 1st. It was important to the whole team that, despite the pandemic, we find a way to offer the annual event and shredding service to our clients. It took some changes, and we're so glad we were able to pull it off. Keep on reading...

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FOCUS 2020: Making The Most of a Virtual Conference

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 networking event – usually requires our advisors to travel to a major city. In light of the COVID-19 pandemic, LPL opted to move the conference entirely online for the very first time. While a virtual conference lacks the active engagement and immersion of an in-person conference (I imagine all of us are a bit tired of webinars at this point), it meant our whole office – including staff – could attend the sessions. This was a huge opportunity. Our amazing staff is always looking for new ways to support the advisors and their clients. Direct access to this kind of professional development puts staff on the same page as our advisors, which helps them to expand in-office systems and better support the firm. This frees up time for advisors to focus on tackling industry challenges and spend more time serving their clients. Keep on reading...

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Digital Care Package: Part 5

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 least for a while. We hope you’ve enjoyed perusing these as much as we’ve enjoyed making them. Thank you to everyone who reached out, and to all of you for sticking with us during these unprecedented times. Productivity Corner

  • Did spring-cleaning leave you with a pile of stuff and nowhere to put it? The Thrifty Shopper has reopened several of their donation centers! Check their new hours here.
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Office Re-Opening & Safety Precautions

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 though financial services are classified as an “Essential Business”, we chose to go remote when the quarantine began in order to keep our clients, staff, and advisors safe. Now, with the county slowly reopening, we look forward to seeing clients in the office once again! Keep on reading...

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Digital Care Package: Part 4

May 29th, 2020 We hope everyone had a beautiful, socially-distanced Memorial Day! Here’s a new set of web-based diversions to keep you going. Productivity Corner

  • It’s hard to stay focused when time has no meaning. Enter: meditation. Apps like headspace and calm offer free versions that make it easy to get started. Better sleep and less anxiety in just a few minutes a day? Definitely worth a try.
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Digital Care Package: Part 3

May 14, 2020* It’s that time again! For our third installment of the digital care package, we added a new section – HighPoint at Home. We hope you enjoy it! Keep on reading...

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