NovaPoint Capital LLC

Start with Why Applies to Investing Too July 25, 2018

By Jeffery V. Wright, CFA There’s a great book by Simon Sinek called “Start With Why.” It’s a leadership-oriented book that highlights the importance of purpose for a person or organization. One’s purpose, or their “Why,” gives them specific value and guides their direction as well as decisions. The same is true with investing and personal finance. Having a purpose for wealth, savings, or any facet of finances keeps you on track. Why are you investing? If it’s for a…

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Uncertainty? Trust the Process June 12, 2018

by Jeffery V. Wright, CFA One of the biggest concerns when it comes to one’s financial and investment goals is the uncertainty around accomplishing those goals, be it retirement, estate transfer, philanthropy, or otherwise. It can be difficult to predict financial market returns, the tax code, or many other factors of life, and these uncertainties can often breed anxiety when saving and investing for those goals. Deciding what to do and how to invest in an unpredictable world can seem…

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NovaPoint Capital Announces Appointment of New Managing Director June 7, 2018

NovaPoint Capital announced today that Jeffery Wright has joined the firm to expand its depth of service for high net worth investors. With over 9 years of experience in the investment and consulting industries, Mr. Wright brings to NovaPoint Capital a wide breadth of industry knowledge and experience. Most recently, Mr. Wright served as Vice President, Relationship Manager in the Private Banking and Investment Group at Merrill Lynch where he advised ultra-high net worth investors. Mr. Wright has also worked…

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