Fourth Point Wealth

06/02/2026

Your beneficiaries play a big role in shaping your financial legacy. When was the last time you reviewed yours? Learn what to consider when naming and updating beneficiaries for your retirement accounts.

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05/25/2026

On , we remember and honor those who made the ultimate sacrifice for our freedom. We thank them for their invaluable service.

05/18/2026

There is a new way to save for your child's future. If you have a newborn, you also may be eligible for a special government gift.

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05/11/2026

U.S. markets reached record highs in April, driven by strong corporate earnings and enthusiasm around AI. Investors largely looked past elevated inflation, rising yields, and persistent tensions in the Middle East, marking a sharp reversal from a difficult first quarter. Swipe through to learn more.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

05/10/2026

Mothers give their time, love, and wisdom to shape our future. Happy Mother’s Day to the women who were there for us every step of the way. 💛

05/08/2026

You've worked hard for your money & deserve to enjoy it on travel! Check out my 5 tips for smarter, comfier trips after 50. Perfect for your next adventure.

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05/06/2026

Group dinners, trips, and shared gifts are fun, but splitting the costs isn’t always easy. The good news? Clear communication and a few smart habits go a long way. Discover 5 practical ways to make group spending organized, transparent, and completely stress-free.

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04/17/2026

Markets may react quickly but keeping a long-term perspective matters.

In our latest update, we break down how geopolitical tensions, inflation concerns, and changing interest rate expectations are driving short term volatility while the broader economic outlook stays resilient.

Stay focused, stay informed, and avoid reactionary decisions during uncertain times.

Heather Rupp, CFA, VP Investments Tom Nugent, Executive Vice President, Chief Investment Officer The first quarter of 2026 has not been light on market moving events. The administration’s successor to the Federal Reserve Chair was announced, with Kevin Warsh expected to take the helm from Jerome P...

04/07/2026

Tax season is here! Stay alert and protect your finances this tax season. Verify refunds, review preparer info, and never click on suspicious links. Find out how to spot common tax scams in the article linked below.

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04/02/2026

Do you really know how much you’re spending on subscriptions each month? Those small $5, $10, or $15 charges might not seem like much, but they add up fast. A quick subscription audit is an easy way to reclaim control of your budget and put that money toward your priorities.

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