A Dissipating “Axis of Worry” Many of the concerns that caused the steep drop in the stock market in the fourth quarter of 2018 have started to dissipate. The combination of rising interest rates, a trade dispute between the U.S. and China, lower oil prices, and the U.S. government shutdown all rolled into what we …
We are grateful for our blessings this holiday season and want to extend our support to those in need. The team at NovaPoint Capital is donating children’s winter jackets to One Warm Coat. One Warm Coat is a non-profit organization that works to provide a free, warm coat to any person in need and raises …
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NovaPoint Capital has been awarded a Top Guns designation by Informa Investment Solutions’ PSN manager database, North America’s longest running database of investment managers. “We are very pleased to have our Large Cap Dividend Growth Strategy recognized among the Top Guns,” said Joseph Sroka, Chief Investment Officer and lead equity portfolio manager at NovaPoint Capital. …
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NovaPoint Capital would like to show our respect and admiration for our nation’s veterans. In honor of their service, we are donating 100% of our revenue earned on November 8th to three veterans service organizations: the Army Ranger Lead the Way Fund, the Children of Fallen Patriots Foundation, and the Folded Flag Foundation. Army Ranger …
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A common concern that investors have is being underfunded in retirement, or not having sufficient income from their portfolio to support their lifestyle in retirement. This is also known as an income shortfall. This could be due to spending too much (and not investing or savings enough) or by taking on too much debt for …
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We were happy to sponsor the 12th hole at the Positive Growth charity golf tournament. Positive Growth improves the lives of children, youth, adults and families during difficult life transitions by providing residential and community-based treatment services. NovaPoint Capital’s president Alan Conner is a board member at Positive Growth. You can learn more about Positive …
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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 …
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 …
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 …
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NovaPoint Capital would like to show our respect for those who have paid the ultimate sacrifice in defense of our freedom. In honor of their sacrifice, we are donating 100% of our revenue earned on May 25th to three veterans service organizations: the Army Ranger Lead the Way Fund, the Children of Fallen Patriots Foundation, …
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