NovaPoint is proud to announce that Meghan Hoover has earned the Federal Retirement ConsultantSM designation issued by the Federation of Federal Employee Benefit Advocates (FFEBA). The FRCSM certification is also a professionally listed designation with the Financial Industry Regulatory Authority (FINRA). The FRCSM designation signifies expertise in federal retirement systems to enable advisers to …
NovaPoint supports the Association of the United States Army (AUSA) and its members as part of its member benefits program. Several NovaPoint team members will be at the AUSA Annual Meeting & Exposition in Washington, D.C. from October 13th to 15th. Stop by and visit with us in the Affinity Partner Area of the …
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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 Veteran Service Organizations: the Children of Fallen Patriots Foundation and the Special Operations Medical Association. Children of Fallen Patriots provides college scholarships and educational …
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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 …
Charitable giving is an excellent method for individuals to support causes they care about while also reducing their tax liability. There are various philanthropic vehicles available to gift cash, appreciated securities, real property, and other tangible personal property. Charitable giving strategies can be applied throughout one’s lifetime to help reduce current tax liability and …
Atlanta, Georgia (Nov 10th, 2023) — NovaPoint announced today that it has earned the 2024 Military Friendly ® Employer designation. 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 2024 Military Friendly ® survey. Methodology, …
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The eruption of violence in the Middle East created a demand for safe haven assets last week as treasury bonds, gold, and oil all rose. The weekly return for the S&P 500 Index was +0.5%, the Dow was +0.8%, and the NASDAQ was +0.1%. The Energy, Utilities, and Real Estate sectors led the market, …
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 …
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On Thursday, October 20th, NovaPoint’s chief investment officer, Joseph Sroka, will be speaking at the Markets Group’s 9th Annual Southeast Institutional Forum in Atlanta. Joe will join a panel of fellow investment professionals to discuss “Opportunities in Equities: Navigating a Dynamic Market”. The 9th Annual Southeast Institutional Forum is the region’s leading conference …
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On Tuesday, October 4th, NovaPoint’s president, Alan Conner, will be speaking at Portfolio Summit’s Southeast RIA Summit in Atlanta. Alan will join a panel of fellow fixed income experts to discuss “How to Evolve the 40% in a 60/40 Allocation”. The annual Southeast RIA Summit is a one day meeting of more than one hundred …
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NovaPoint Capital 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: the Children of Fallen Patriots Foundation, the Special Operations Medical Association, and the Special Operators Transition Foundation. Children of Fallen Patriots provides college scholarships and educational counseling to …
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Continued upward movement in interest rates pressured stocks during the week, but a strong Employment Report ended the week on a stronger note. The Dow Jones Industrial Average was +1.8%, the S&P 500 Index was +0.8%, and the NASDAQ 100 Index was –1.8%. The U.S. economy added 379,000 jobs in February versus an expectation …
Some small concessions were made in the U.S.— China trade dispute with both sides taking steps to diffuse any further escalation. The U.S. said it would delay a tariff increase on $250 billion worth of Chinese goods from October 1st to October 15th out of respect for the People’s Republic of China celebrating its 70th anniversary. …
Second quarter earnings season takes center stage this week as 56 companies in the S&P 500 Index are scheduled to report earnings results. Most major banks will report earnings and we can see how they are navigating the current interest rate environment. Several industrial companies will also report earnings results and we can get …
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