https://pointwealthmanagement.com/thank-you-for-downloading-your-tax-guide/

Discover Helpful Financial Education On

Our Blog

Roth Bonds

Could Bonds Outperform Stocks in 2023

Investors always strive to find the best investment options that can provide them with the highest returns possible. When it comes to investing, the two most popular choices are stocks and bonds. While stocks have always been considered the go-to option for many investors, bonds are starting to become an increasingly attractive option. In fact, in 2023, bonds could potentially outperform stocks.

Continue Reading...
Artificial

Why Human Financial Advisors Still Reign Supreme: The Limitations of Robo-Advisors Explained

In recent years, the investment management industry has experienced a rapid transformation with the advent of technology and artificial intelligence. Robo-advisors, algorithms, or automated investment management platforms, have gained significant popularity among investors who seek convenient, low-cost, and efficient investment solutions.  Similar in ways to the buy an hold system has worked for 401k investors in terms of set it and forget it.  Would the same trust be there at a point of impact like retirement and trusting AI with a $1M+ investment?

Continue Reading...
Eco Power In The Hand

Exploring the World of Alternative Investments and Portfolio Diversification

Investing in the stock market has been a popular way to grow one’s wealth over the years, but it is not the only option available to investors. Alternative investments, also known as non-traditional investments, are assets that fall outside the typical stocks, bonds, and cash investments. These investments can include real estate, commodities, hedge funds, private equity, and art, to name a few. Most alternative strategies are usually not available inside company 401(k)s.

Continue Reading...
Light Bulb Grow In The Grass

Investing with Purpose: Understanding the Basics of Impact Investing

Impact investing is a growing trend in finance, with an increasing number of investors looking for ways to use their money for social and environmental good. Impact investing involves investing in companies, organizations, and funds that have a positive social or environmental impact alongside a financial return. The goal of impact investing is to create a positive impact on society or the environment while generating a financial return on investment.

Continue Reading...
Banking Failure

Understanding SVB Bank Failure and Its Implications for the Average Person

What Does Bank Failure Mean for the Average Person?

If you have deposits with a failed bank, you may lose some or all of your funds. However, if the bank is insured by the Federal Deposit Insurance Corporation (FDIC), your deposits should be protected up to a certain amount. If you have investments with a failed bank, you may also lose some or all of your money, depending on the nature of the investment. Additionally, bank failures can have broader implications for the economy, such as decreased access to credit and a loss of confidence in the banking system.

Continue Reading...
freedom financial

I Stopped Worrying About Retirement Once I Learned This

Retirement is something that many people worry about. With the ever-increasing cost of living and the uncertainty of government-funded retirement programs, it’s natural to feel concerned about your financial future. However, worrying about retirement can be counterproductive, as it can cause you to make poor financial decisions or miss out on opportunities to save and invest for the future.

Continue Reading...