Blog Archive - SharpePoint

Stocks in Retirement: You Might Need More Than You Think

It may make sense for today's retirees to keep as much as 60% to 80% of their investment assets in equities, especially in their first decade of retirement.

October 8, 2022Commentary,

5 Financial Documents Every Young Adult Should Consider

Most young adults don't think wills and estate planning are things they need to be concerned about -- at least for now. Yet all young adults, no matter their age, should consider some type of estate plan.

December 20, 2020Commentary,

News: Temporary Pause on Portfolio Risks

Current information on the Sharpepoint short-term tactical changes to our portfolios. There are a few different risks that we are always monitoring, and the current situation in the stock markets and other sources is signaling excess risk in the system.

January 15, 2020News Briefs,