SharpePoint Private Client Group

10/13/2026

Two Markets. Two Different Stories

Not all investments move in the same direction, and this chart is a great example of why.

Comparing the S&P 500 with a U.S. Treasury index highlights how different areas of the market can perform under changing economic conditions.

The takeaway? Diversification matters. A well-balanced investment strategy can help manage risk while keeping your long-term financial goals in focus.

At SharpePoint, we believe in looking beyond short-term market movements and staying focused on the bigger picture.

Source: Bloomberg. Past performance is not indicative of future results.

10/06/2026

October is Financial Planning Month.

Financial planning is about more than numbers it’s about creating a strategy for the life you’re working toward.

Whether that means retirement, building wealth, protecting your family, or simply having more freedom, a thoughtful plan helps keep your goals in focus.

What are you planning for?

Commitment. Clarity. Confidence.
SharpePoint Private Client Group

09/29/2026

Financial Term Tuesday | RMD

What’s an RMD? A Required Minimum Distribution is the minimum amount you generally must withdraw each year from certain retirement accounts once you reach the applicable RMD age.

Understanding your RMDs can be an important part of a thoughtful retirement strategy.

Commitment. Clarity. Confidence.

09/22/2026

September is Life Insurance Awareness Month

As life changes, your financial plan should evolve with it. Reviewing your life insurance coverage can help ensure it continues to align with the people, priorities, and long-term goals that matter most.

Commitment. Clarity. Confidence.

09/15/2026

Beneficiary Basics | Per Stirpes vs. Per Capita

A small distinction that can make a big difference in how your assets are passed on. Understanding your beneficiary designations helps keep your plan aligned with your wishes.

Commitment. Clarity. Confidence.

09/11/2026

Never Forget. 🇺🇸

Today, we honor the lives lost on September 11, 2001, the heroes who answered the call, and the families forever impacted.

May we always remember the courage, sacrifice, and unity shown in the face of unimaginable tragedy.

September 11, 2001 Never Forget.

Commitment. Clarity. Confidence.

09/08/2026

Financial Term Tuesday | Roth Conversion

A Roth conversion involves moving funds from a traditional retirement account, such as a Traditional IRA or eligible retirement plan, into a Roth IRA. The amount converted is generally included in taxable income for the year of the conversion.

A Roth conversion may be worth considering as part of a broader retirement and tax-planning strategy, but it isn’t appropriate for everyone. Tax rates, income, time horizon, and your overall financial situation should all be considered before making a decision.

Consult with your financial and tax professionals to determine whether a Roth conversion is appropriate for your individual circumstances.

Investment advisory services offered through SharpePoint, LLC, a Registered Investment Advisor.

09/07/2026

Happy Labor Day from all of us at SharpePoint! 🇺🇸

Today, we recognize the hard work, dedication, and contributions of workers across our communities. We hope you and your family enjoy a safe and relaxing holiday.

Our office will resume normal business hours tomorrow, September 8.

Commitment. Clarity. Confidence.

09/04/2026

09/01/2026

A thoughtful financial strategy starts with understanding what matters most to you.

At SharpePoint, we work with clients to develop personalized strategies designed around their financial goals and priorities.

Commitment. Clarity. Confidence.