NorthPoint Financial
Mutual-fund investors felt the pain in 2022
Quarterly survey of top-performing stock managers on a 12month basis, a mere 40 wrapped up 2022 in positive territory. The average loss...
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NorthPoint Financial
- Jan 4
- 1 min
Top 5 (Almost Guaranteed) Predictions for 2023
The year 2022 will be remembered by investors as a very difficult year as almost all financial assets struggled. Stocks struggled, bonds...
159 views
NorthPoint Financial
- Jan 4
- 1 min
Understanding the History of the January Effect
The January Effect is a pattern exhibited by stocks in the last few trading days of December and the first few weeks of January. During...
137 views
NorthPoint Financial
- Jan 4
- 1 min
Are We Seeing the Death of Equities?
Dour predictions on the demise of stocks fill the air. They remind us of one of the biggest contrarian signals of all time: a...
168 views
NorthPoint Financial
- Dec 1, 2022
- 1 min
Understanding the Basics of Economic Forecasting
When weather forecasts are inaccurate, we can usually change our plans with little consequence in the greater scheme of things. When...
182 views
NorthPoint Financial
- Nov 28, 2022
- 1 min
Social Security Gets a Massive 8.7% Raise
In October of 2018, the Social Security Administration announced that Social Security and Supplemental Security Income benefits for more...
184 views
NorthPoint Financial
- Nov 11, 2022
- 1 min
Taxes on I Bonds
As investors seek to insulate their portfolio from rising inflation and the bumpy stock market, many are turning to Series I savings...
225 views
NorthPoint Financial
- Nov 1, 2022
- 1 min
October Was a Good Lesson for Jittery Investors
Remembering the benefits of dollar-cost-averaging and why it makes sense October is usually one of the worst months for stocks, but...
195 views
NorthPoint Financial
- Nov 1, 2022
- 1 min
IRS Adjusts Tax Brackets to Account for Inflation
Shifts in tax brackets as well as the standard deduction slated for 2024 On October 18, 2022, the IRS announced tax year 2023 adjustments...
204 views
NorthPoint Financial
- Oct 4, 2022
- 1 min
Global Market Commentary - 3Q2022
Markets Have Awful Third Quarter Global equity markets had a rotten third quarter and when the final Wall Street-bell weakly tolled on...
223 views
NorthPoint Financial
- Sep 29, 2022
- 1 min
Five Questions to Ask As You Consider Retiring
You might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially? For decades, the...
243 views
NorthPoint Financial
- Sep 14, 2022
- 1 min
The British Royal Family - Succession
Following the death of Queen Elizabeth II, her son and successor King Charles III will be officially proclaimed King at the Accession...
235 views
NorthPoint Financial
- Aug 31, 2022
- 1 min
Avoid the Crippling Hill That Jack and Jill Went Up
The couple had made every mistake you could: retired too early, spent too much, took on too much house and too much debt. “This is...
290 views
NorthPoint Financial
- Aug 23, 2022
- 1 min
As a Country, We Aged Fast, Especially in 2021
The last two decades have seen the country grow continuously older. Since 2000, the national median age – the point at which one-half the...
271 views
NorthPoint Financial
- Aug 22, 2022
- 1 min
Tips for the Fast Growing Sandwich Generation
Over the last 20 years, the median-age for Americans (the median age is the point where exactly half the population is older and the...
262 views
NorthPoint Financial
- Jul 27, 2022
- 1 min
The Murkiest Part of Estate Planning is Talking
The murkiest part of estate planning is to discuss when and how to distribute your assets to your heirs. This process requires a series...
285 views
NorthPoint Financial
- Jul 22, 2022
- 1 min
Should Investors Care at All When a Stock Splits?
The summer of 2022 could be known as the Summer of Stock Splits, as several high-profile companies have either split their stock or...
270 views
NorthPoint Financial
- Jul 13, 2022
- 1 min
Elon, Twitter and the Importance of Due Diligence
Elon Musk – the world’s richest person – recently announced that he was pulling out of his agreement to buy Twitter, saying that there...
292 views
NorthPoint Financial
- Jul 2, 2022
- 1 min
Lessons from the Great Recession of 2007 – 2009
After the Great Recession from 2007 to 2009 hit, far too many Americans found themselves without any savings to get through the hardships...
299 views
NorthPoint Financial
- Jun 22, 2022
- 1 min
Tips to Avoid Common Estate Planning Mistakes
With a few simple actions, you can ensure your estate planning is effective Whether your estate plan is simple or complex, there are many...
301 views
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