Insights

Type
Division
08/7/2026
Twelve Points is proud to be voted the 2026 Reader’s Choice for Best Wealth Management Firm by Mass Lawyers Weekly. This is the 8th consecutive year that Twelve Points has been recognized...
08/6/2026
Company Recognized for146% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Businesses August 11, 2026 – Twelve Points today announced it has been ranked No. 3504 on the...
08/6/2026
“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin What are the different Medicare “Parts”? Part A (Hospitalization): Covers inpatient hospital stays, skilled nursing, and limited home health care....
07/22/2026
The second quarter of 2026 was shaped by three forces: a change in Federal Reserve leadership, an easing of Middle East tensions, and a surge in AI infrastructure spending that reinvigorated equity...
Francesca
07/8/2026
We are proud to announce that our very own, Francesca Federico, has been named a Top Female Financial Advisor in the US by InvestmentNews. InvestmentNews has identified some of the top financial advisors...
07/8/2026
We are proud to announce Francesca Federico has been named #8 on the 2026 AdvisorHub 250 RIAs to Watch! These 250 advisors represent efficient and productive teams that have achieved scale without...
07/2/2026
There is so much more to investing than picking the right stock. Before a single dollar gets put to work, a thoughtful investor needs a plan that accounts for goals, account types,...
07/1/2026
When companies think about attracting and retaining top talent, compensation usually comes to mind first. But in today’s labor market, especially in industries facing skilled labor shortages, employees are looking at the...
06/25/2026
Your investment portfolio doesn’t have to be confusing! Learn what to focus on, what to watch out for, and how to identify potential smart adjustments to help you stay on track for...
Two women of different generations sitting together outdoors, engaged in a conversation.
06/22/2026
Aging well isn’t just about staying healthy. It’s about preserving the life you’ve built, maintaining control over your choices, and having the right support in place before you need it. Whether you’re...
06/18/2026
Women face unique financial challenges—but also possess powerful strengths when it comes to planning, prioritizing, and investing for the long term. This session is designed to help women build confidence with money...
A mother and young child looking at a laptop together at the kitchen table.
06/8/2026
Trump Accounts (TAs) are a new retirement investment account designed to help children start saving and investing early. The goal is simple: give young Americans a head start on building long-term retirement...