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

Quarterly Market Review - Q4 2021

Posted by Jim Kantowski, CFP®, CPA on January 21, 2022
As far as the markets are concerned, there was more to the story in 2021 than rising stock prices. There was the lingering pandemic, labor shortages, supply chain issues and inflation higher than we’ve seen in decades.
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Topics: Investment News

Quarterly Market Review - Q2 2021

Posted by Jim Kantowski, CFP®, CPA on July 21, 2021
Despite the bombardment of news regarding rising inflation, equity markets around the globe posted positive returns in the second quarter. Looking at broad market indices:
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Topics: Investment News

Quarterly Market Review - Q1 2021

Posted by Jim Kantowski, CFP®, CPA on April 20, 2021
Despite periodic bouts of volatility, global stocks rallied in March, capping off a strong first quarter. Improving economic outlooks, largely due to the expanding availability of COVID -19 vaccines, provided a supportive backdrop for global equities. Developed markets generally ...
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Topics: Investment News

ESG Vs. SRI Investing: What’s The Difference?

Posted by Dan Ebinger on March 25, 2021
Environmental, social, and governance (ESG) investing and socially responsible investing (SRI) are both viable strategies to grow your wealth in a way that aligns with your personal values. Before you get started with either approach, it’s important to understand the difference between ESG vs. ...
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Topics: Investment News

ESG Wealth Management: What Does The Future Hold?

Posted by Lyn Dippel, JD, CFP® on February 23, 2021
The factors that drive investment decisions can be deeply personal. For example, you may choose to only invest your wealth in companies with strong environmental, social, and governance (ESG) commitments and practices that align with moral stances you hold or causes you support. In this case, it ...
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Topics: Investment News

Wealth Management And Tax Planning: How It All Works

Posted by Jim Kantowski, CFP®, CPA on February 18, 2021
Tax planning is an integral part of the ongoing wealth management process for several reasons. When you work with a financial firm that combines wealth management and tax planning expertise, you have the opportunity to reduce your tax bill, increase your wealth and investment returns, transfer ...
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Topics: Investment News