You will enjoy the dedication and long term personal relationships you will establish with us over the years. This part of the site is dedicated to all the new things happening with the advisors at Waypoint. Please check back throughout the year for new exciting news.
Click here for a discussion on the recent debt downgrade and the potential impact on global markets.
Winter Newsletter - for Wealth Management clients
Fall Newsletter - for Wealth Management clients
The Montly Compass - for individual investors
The Retirement Beacon - for Retirement Plan Sponsors
The Independence Advocate - for Pharmacists
Risk and Returns (as it relates to Retirement) Video is ready for you to view. This video discussed the importance of balancing volatiltiy risk and purchasing power risk when investing for retirement. The video explains that T-bills haven't produced the real returns to preserve living standards, but shows how an investor can manage both types of risk through an appropriate commitment to stocks.