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!
Client Appreciation: Holiday Edition
December 16, 2019 Our first annual client appreciation pie giveaway was a great success! On Wednesday, December 11th, clients from all over Central New York stopped into our office to pick up the pies they'd ordered and join us for some holiday cheer. The whole space smelled like Christmas thanks to the homemade holiday goodies provided by our team. Pat made a big pot of mulled cider, Chelsea provided some truly decadent hot chocolate, and Sarah brought in a platter of snickerdoodles. We loved seeing people's faces light up when (more…)...
Volunteering at the CNY Diaper Bank
On Thursday, December 5th, the HighPoint team spent a wintry afternoon volunteering at the Central New York Diaper Bank. We decided to volunteer in celebration of AJ being named a 2019 CNY Business Journal 40 Under 40. Every year, the 40 Under 40 Awards honors a local non-profit, and this year they chose the Diaper Bank. As volunteers, we repackaged diapers into parcels of 25, and loaded them into bags to be delivered to various partner agencies. It was actually a lot of fun, and several members of the team are planning to come back to volunteer with their families. (more…)...
AJ named CNY 40 Under 40!
Congratulations to our Managing Director AJ Loedel for being named one of Central New York's 40 Under 40! The honor, awarded every year by the CNY Business Journal, celebrates individuals who have had a positive impact on the CNY region through their personal, professional, and philanthropic pursuits. AJ was honored for his leadership, dedication to the CNY region, and abiding commitment to ethical business practices. His employees praise his steady demeanor and describe him as "the best boss they've ever had." Our Office Manager is actually the person who nominated him. "AJ never wants to make things about him. It's always about the clients and about the team. I'm glad he's getting the recognition he deserves!" (more…)...
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 and their staff. Financial professionals from around the country descended on San Diego to share ideas and insights about some of the top opportunities and challenges in the financial planning industry today. AJ has attended the conference for the past several years, and always returns with new resources, ideas, and updates to help us better serve our clients. This year's takeaways include: 1. AdvisoryWorld - We're excited to start rolling out this comprehensive financial planning software, including a free risk assessment available to all of our clients. 2. Health Savings Accounts - LPL is working to make advisor-directed HSAs a reality, which will give us the ability to manage HSAs for our clients. Stay tuned! 3. Enhanced Trading - LPL will be rolling out improvements to enhanced trading, which will make it easier for advisors to manage client accounts. 4. New Event Ideas - AJ got a lot of great new ideas for client events, so keep an eye on your inboxes over the course of the year. As always, if you have an idea for a client event, we'd love to hear from you! We’re excited to see the updates and improvements LPL will be rolling out over the course of the next year. There were many other updates and conversations, and we will use those to evaluate our practice with the goal of delivering an excellent client service experience. Thank you for the continued trust and confidence you place in us.
A Night at the Ballpark 2019
PAG On-Site Training
Earlier this month, we sent Administrative Coordinator Chelsea to Private Advisor Group’s On-Site Training at the Vanguard Campus in Malvern, PA. The purpose of the day is to enlighten operational and administrative personnel on ways to process common office tasks more efficiently and improve on personal skills. She came back with boatload of updates and information that we’re excited to start implementing. Some of the takeaways included: • Info on a brand-new Account View, to be released later this year • Changes to client grouping, which will help us build better account reports • Compliance updates, to help organize our office to the highest ethical standards • A comprehensive look at LPL’s advisor and staff resources We’re always looking for ways to improve our office and better serve our clients. HighPoint sent Sarah to last year’s training, and looks forward to sending any future staff members as we grow. ...
7th Annual Cinco de Mayo Shred Event
Earth Day 2019
On April 26th, the HighPoint Advisors, LLC team took a day off to help clean up our community as part of Earth Day 2019. This year, we cleaned up a few mile stretch of Butternut Drive in East Syracuse. The rain managed to stay away long enough for us to clean up our chosen stretch of road, and it was really nice to be outside and get some fresh air! AJ was the winner of "most interesting trash find" with a practically brand new hubcap he found at the bottom of a watery ditch. A special thanks to OCRRA for taking care of the garbage that we took off the road. After our cleanup was complete, we grabbed some pizza, wings, and beer at Trappers II. It was great to get out of the office, help the community, and bond as a team. We look forward to cleaning up another stretch of road next year (although in a perfect world, people would just stop littering). If you have any recommendations for a good spot, please feel free to reach out to our office manager! OCRRA, the Onondaga County Resource Recovery Agency, helps organize Earth Day Cleanups like ours every year. “No one likes the sight of litter. Regardless of how the litter ended up wherever it is, its presence sends a subtle unintended message about the inhabitants of the land it rests on. But we have the ability to counteract that. Seeing regular citizens out there picking up litter sends a contagious message that we are not just invested in the beauty of our community, but also its environmental wellbeing.” We're happy to be a part of their community day!
PAG Conference 2019
The advisors spent the first half of last week at Private Advisor Group's Annual Conference. The multi-day conference is part of PAG's mission to assist successful advisors in delivering exceptional financial services to their clients. This year's conference covered a myriad of things including new technology to streamline processes, insights into how legislation will affect investors, and brainstorming sessions to improve client services. Standout sessions from this year's conference included:
- A presentation by LPL’s Chief Investment Officer, John Lynch
- Plan for Their Financial Future: Help Clients Prepare for Long-Term Care Expenses
- Disruption: A Blessing or a Curse?
- Municipal Market Outlook and Tax Reform Update
- Help Clients Build Wealth at Their Workplace
Go Red! | Heart Walk 2019
On Saturday, March 23rd, 2019, the team at HighPoint Advisors, LLC supported the American Heart Association by participating in the Syracuse Heart Walk. We gathered inside OCC's SRC Arena with almost 3,000 supporters and survivors to celebrate a healthy lifestyle and raise money to help scientists discovery lifesaving breakthroughs. Even though it was a freezing, windy morning, the HighPoint team was proud to join Pat in supporting the Heart Association's important work. The American Heart Association is the nation’s oldest and largest voluntary organization dedicated to fighting heart disease and stroke. A shared focus on cardiovascular health unites its more than 33 million volunteers and supporters as well as more than 3,400 employees. Heart disease is still the No. 1 killer worldwide, and stroke ranks second globally. Even when those conditions don’t result in death, they cause disability and diminish quality of life. As of the date of the walk the total amount raised by all teams was over $600,000 – and fundraising is still open for another couple weeks. If you would like to support the American Heart Association and read Pat's story, click here. We would like to thank our clients, friends, families, corporate partners, and our team in their effort toward reaching this fundraising amount. We look forward to participating in this event again next year!