Twelve Points Retirement Advisors Named to NAPA’s List of Nation’s Top DC Advisor Teams
We are proud to announce that Twelve Points Retirement Advisors has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams. “We are very proud of the team that we have built in our Retirement Plan division. Our team’s laser focus on unreasonable hospitality in […]
The Taxman Cometh: Strategies to Minimize Your Contribution to the Government
March 2024 The Taxman Cometh: Strategies to Minimize Your Contribution to the Government 3/19 @ 12:00 PM Learn strategies to minimize your contribution to the government as we explore these topics: Paycheck Savings Job Changes Equity Compensation Charitable Donations Family Changes Investment Tax Considerations Watch Now
Francesca Federico Named One of PLANADVISER’s Top Retirement Plan Advisers for 2024
We are proud to announce that PLANADVISER has recognized our very own Francesca Federico as one of the Top Retirement Plan Advisers for 2024. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures, including the amount of AUA and the number of plans under advisement. Francesca has […]
Twelve Points Named #198 on the 2024 Inc. Regionals: Northeast list
February 27, 2024 – Today, Inc. Magazine released its fourth annual Inc. Regionals: Northeastlist, the most prestigious ranking of the fastest-growing Northeast private companies. This year, demonstrating a steady growth of 50%, Twelve Points is ranked #198 on the list. We are honored to once again be recognized by Inc. Magazine. As a firm led […]
Protect Yourself From Yourself
February 2024 Protect Yourself From Yourself 2/21 @ 12:00 PM HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing. Learn why we make emotional decisions about our money and […]
Fourth Quarter 2023 Review
The quarter started with a continuation of the late summer weakness we discussed in our last letter but ended with a record rally that enabled the equity market to erase the losses of 2022. The S & P 500® was up 11.6% during the quarter, the MSCI All-Country World Index® returned 11.2% and the Bloomberg […]
Principles For a Successful Retirement
January 2024 Principles For a Successful Retirement 1/18 @ 12:00 PM Provides Clear guidance on key elements of retirement The Important of a plan, longevity, Social Security, and retiree health care costs Align cash flow with client goals, understand loss aversion and help clients stay invested Twelve Points will be joined by Sharon Carson of […]
2023 Year in Review and Market Outlook for 2024
December 2023 2023 Year in Review and Market Outlook for 2024 12/12 @ 12:00 PM We will walk through the majors pits and peaks of this fiscal year, while focusing specifically on: Market Returns Sectors and Assets Which Appear Overvalued/Undervalued Trends We See Developing How to protect yourself in 2024 Watch Now
Estate Planning Documents Everyone Needs and When They Should Be Updated
November 2023 Estate Planning Documents Everyone Needs and When They Should Be Updated 11/16 @ 12:00 PM This month we look at the legal documents to keep you and your family safe and sound. We’ll dive into: Estate Plan Living Trust Will Durable/ Nondurable/ Special or Limited/ Springing/Medical Power of Attorney Advance Medical Directive Kids […]
Corporations Are Under Cyber Attack: Security, Privacy, and The Law
November 2023 Estate Planning Documents Everyone Needs and When They Should Be Updated 11/2 @ 1:00 PM Corporations of Every Size Are Not Immune From The Constant Dangers of Hackers, Cyber-terrorists, And Ransomware. However, There are Actions You Can Take to Ensure Your Cyber Liability Risk is Reduced and Even Mitigated. Attend this webinar and […]
Life, Death, and Disability (Only One is Under Your Control)
October 2023 Life, Death, and Disability (Only One is Under Your Control) 10/26 @ 12:00 PM Hope for the best, but prepare for the worst with these topics: Term vs. Permanent Insurance Factors Affecting Cost Disability Insurance Tax Advantages of Insurance Watch Now
Basics of Financial Planning
September 2023 Basics of Financial Planning 9/21 @ 12:00 PM Budgeting Emergency Funds Retirement Savings Insurance Goals (Long-Term & Short-Term) Wills & Trusts Health Care Planning Watch Now