SECURE Act 2.0: What Do You Need To Know?

Posted by Jake Sadler and Kurt DiManna on January 19, 2023
More and more movies seem to have sequels these days, and now perhaps we can say the same about tax law changes. In December 2019, an important piece of legislation called the SECURE Act was signed into law. This Act impacted many areas of tax law and had far-reaching implications for personal ...
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Topics: Investment News, Wealth Management

Quarterly Market Review - Q4 2022

Posted by Jim Kantowski, CFP®, CPA on January 19, 2023
For specific information on last quarter’s market performance, please download our Q4 Market Review.
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Topics: Investment News

Rebalance Your Portfolio With These 5 Tax-Efficient Investments

Posted by Jim Kantowski and Jake Sadler on January 10, 2023
Are you losing sleep over your investments? Implementing a portfolio rebalancing strategy is an excellent way to give yourself some peace of mind (and a few more hours of shut-eye every night). In this article, we’ll outline three signs that indicate you should rebalance your portfolio—while ...
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Topics: Investment News, Wealth Management

Socially Responsible Investing 101: Is It Possible?

Posted by Lyn Dippel, Dan Ebinger, and Jake Sadler on January 04, 2023
Are you intrigued by the idea of investing with a purpose—simultaneously growing your personal wealth while supporting social and environmental causes? If so, you’re not alone. For the past few years, the concept has been
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Topics: Investment News

The Top Portfolio Management Strategies Investors Must Know

Posted by Dan Ebinger & Yvonne Scoggins on October 26, 2022
Making smart investment choices for your personal circumstances can have a tremendous impact on your ability to grow your wealth. But there’s no “one size fits all” approach to investing—not only do people have different goals and risk tolerances, but they also have different preferences with ...
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Topics: Investment News

Quarterly Market Review - Q3 2022

Posted by Jim Kantowski, CFP®, CPA on October 11, 2022
For specific information on last quarter’s market performance, please download our Q3 Market Review.
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Topics: Investment News

Quarterly Market Review - Q2 2022

Posted by Jim Kantowski, CFP®, CPA on July 15, 2022
For specific information on last quarter’s market performance, please download our Q2 Market Review.
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Topics: Investment News

3 Alternatives to Bonds In 2022

Posted by Jake Sadler on May 17, 2022
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Topics: Financial Planning, Investment News

Quarterly Market Review - Q1 2022

Posted by Jim Kantowski, CFP®, CPA on April 18, 2022
For specific information on last quarter’s market performance, please download our Q1 Market Review.
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Topics: Investment News

We’ve Merged With Woodstone Financial

Posted by Bill Hufnell, CPA, CFP® on February 22, 2022
We are excited to announce our expanded presence in Asheville, North Carolina, through our merger with Woodstone Financial, LLC. Since the company's founding over 20 years ago, Bay Point Wealth has provided comprehensive, fiduciary financial planning, investment, and tax advice. With the merger, ...
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Topics: Investment News