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Discover helpful financial education on our Point Wealth Management blog.

September Newsletter: Apple Reaches $2 Trillion

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management While the economy remains in a pandemic-fueled slowdown, segments within the S&P Index ignore the larger economic woes...

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August Newsletter: Markets Rally Back Despite Pandemic

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management The slogan of the day should be that “you just can’t get a super-charged economy down.” In the...

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Tax-Loss Harvesting

By Jeremy Reif, CRPS®, Financial Advisor and Owner of Point Wealth Management A useful year-end move to counteract capital gains. Even though this may end up being a subpar year...

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