Joseph Sroka Speaking at Markets Group Private Wealth Southeast Forum – March 27th

March 26, 2025

  On Thursday, March 27th, NovaPoint’s chief investment officer, Joseph Sroka, CFA, CMT will be speaking at Markets Group’s 10th Annual Private Wealth Southeast Forum in Atlanta. Joe will be a panelist on the forum’s panel, “Maximizing Returns: Strategies for Investing in Equity Markets,” with several other investment professionals. The Private Wealth Southeast Forum is …

NovaPoint Earns 2025 Military Friendly ® and Military Spouse Friendly ® Employer Designations

November 11, 2024

  Atlanta, Georgia (Nov 11th, 2024) — NovaPoint announced today that it has earned the 2025 Military Friendly ® Employer award. Institutions earning the Military Friendly ® Employer designation were evaluated using both public data sources and responses from a proprietary survey. Over twelve hundred companies participated in the 2025 Military Friendly ® survey. NovaPoint …

NovaPoint Supports Veterans Service Organizations

November 11, 2024

  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 …

NovaPoint Supports Veterans Service Organizations

May 24, 2024

  NovaPoint would like to show our respect for those who have made the ultimate sacrifice in defense of our freedom. In their honor, we are making donations today to two Veterans Service Organizations: the Children of Fallen Patriots Foundation and the Special Operations Medical Association. Children of Fallen Patriots provides college scholarships and educational …

NovaPoint Partnership with AUSA

February 15, 2024

  NovaPoint has partnered with the Association of the United States Army (AUSA) as a service provider for their member benefits. For AUSA members seeking financial planning or investment advice, retirement planning as an employee or owner of a business, or accounting and tax planning assistance for individuals or businesses, NovaPoint can be a value-added …

Tight Enough

December 18, 2023

  Equities rallied and bond yields declined as the Federal Reserve projected a decrease in the Fed funds rate for 2024 as the pace of inflation is declining. The weekly return for the S&P 500 Index was +2.5%, the Dow was +2.9%, and the NASDAQ was +3.4%. The S&P 500 Index was led by the …

NovaPoint Supports Veterans Service Organizations

November 9, 2023

  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 …

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Alan Conner Speaking at Private Wealth Latin America & Caribbean Forum – November 2nd

November 1, 2023

  On Thursday, November 2nd, NovaPoint’s president , Alan Conner will be speaking at the Markets Group Private Wealth Latin America & Caribbean Forum in Miami. Alan will be a participant on the forum’s panel, “Fixed Income: Trends Shaping Today’s Landscape”,  with several other investment professionals. The 10th Annual Private Wealth Latin America & the …

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Alan Conner Speaking at Private Wealth Carolinas Forum – October 4th

October 2, 2023

  On Wednesday, October 4th, NovaPoint’s president , Alan Conner will be speaking at the Markets Group Private Wealth Carolinas Forum in Charlotte, North Carolina. Alan will be a participant on the forum’s panel, “Fixed Income: Trends Shaping Today’s Landscape”,  with several other investment professionals. The Private Wealth Carolinas Forum is the leading conference for …