Well Fed

November 24, 2025

  Equity markets rallied Friday on December rate cut optimism but closed lower for the week. The S&P 500 Index finished the week -1.9%, the Dow Jones Industrials -1.8%, and the NASDAQ -3.0%. The Communication Services, Health Care, and Consumer Staples sectors led the S&P 500 Index, while the Technology, Consumer Discretionary, and Energy sectors …

No Cents

November 17, 2025

  Equity markets were mixed last week with value-focused stocks outperforming growth-focused stocks. For the week, the S&P 500 Index was +0.1%, the Dow Jones Industrials +0.4%, and the NASDAQ -0.2%. The Health Care, Energy, and Materials sectors led the S&P 500 Index, while the Consumer Discretionary, Utilities, and Industrial sectors lagged. The 10-year U.S. …

NovaPoint Earns 2026 Military Friendly ® and Military Spouse Friendly ® Employer Designations

November 13, 2025

  ATLANTA, GA (Nov 13th, 2025) — NovaPoint announced today that it has earned the 2026 Military Friendly® Employer and Military Spouse Friendly® Employer Designations. Institutions earning these designations were evaluated using both public data sources and responses from a proprietary survey. Over 1,200 companies participated in the Military Friendly® Employer and Military Spouse Friendly® …

Retirement Plan Azimuth Checks

November 12, 2025

  While a full comprehensive financial plan can be beneficial, some clients may want a quicker retirement plan check-up to ensure they are on the right path to meeting their financial goals. At NovaPoint we can provide these retirement spot checks to provide clarity and ease of mind for our clients. This also gives an …

NovaPoint Supports Veteran Service Organizations

November 11, 2025

  NovaPoint would like to show our respect and appreciation for our nation’s veterans. In their honor, we are making donations to three Veterans Service Organizations: Children of Fallen Patriots Foundation, Special Operations Medical Association, and Wreaths Across America. Children of Fallen Patriots provides college scholarships and educational counseling to military children who have lost a …

Time to Reopen

November 10, 2025

  Uncertainty about the economy due to the government shutdown and profit taking in the technology sector caused a decline in stocks last week. For the week, the S&P 500 Index was -1.6%, the Dow Jones Industrials -1.2%, and the NASDAQ -3.1%. The Energy, Health Care, and Real Estate sectors led the S&P 500 Index, …

Still Reserved

November 3, 2025

  The Federal Reserve lowered interest rates, the U.S. and China made progress on trade and tariffs, and earnings were generally upbeat from several technology companies. This all led to higher equity markets. For the week, the S&P 500 Index was +0.7%, the Dow Jones Industrials +0.8, and the NASDAQ +2.0%. The Technology, Consumer Discretionary, …

Optimizing Social Security Strategies

October 28, 2025

  Introduction – The Social Security Administration (SSA) recently announced a cost-of-living adjustment (COLA) of 2.8% for Social Security claimants starting in January 2026. Whether you’re close or far away from retirement, there’s never a better time to start planning your optimal Social Security strategy. Every person who has worked 40 quarters, a minimum of …

Less Scary

October 27, 2025

  The September Consumer Price Index (CPI) report provided a calmer outlook on inflation and gave investors confidence the Federal Reserve can lower interest rates at this week’s Federal Open Market Committee (FOMC) meeting. For the week, the S&P 500 Index was +1.9%, the Dow Jones Industrials +2.2%, and the NASDAQ +2.2%. The Technology, Energy, …

Restless Calm

October 20, 2025

  A continued U.S. government shutdown kept investors in the dark on economic data last week and potential weakness in some areas of the credit market raised the concern over potential contagion. Still, for the week, the S&P 500 Index was +1.7%, the Dow Jones Industrials +1.6%, and the NASDAQ +2.5%. The Communication Services, Real …