Practical Advice, Responsible Investing

Rock Point Advisors is a wealth advisory firm focused on helping clients make sound financial decisions and take advantage of the benefits of long-term investing. We are dedicated to managing portfolios in the context of plans carefully developed with our clients.

Since our founding in 2004, our financial planning and investment management efforts have been guided by our fiduciary duty to our clients and our belief that doing what’s right matters. We work hard to deliver practical advice and responsible investing to help clients achieve their goals.

Latest Insights:

GameStop is up 2,000% - Tulips in 2021!

GameStop does not have a vaccine for Covid, nor has it created software that magically makes our lives better in some way. It is a chain of 5,000+ stores that sell new and used video games. The company is a year older than Blockbuster, and almost as useless in today’s world where it is easier to purchase games over the internet.

Quarterly Commentary

2020 will be remembered for the pain and suffering inflicted by the Coronavirus. The misery continues as we hope and expect that 2021 will be recalled as a year of recovery that will unfold in the months to come.

Quarterly Commentary

As the fourth quarter unfolds, the market seems to be walking a tight rope – stocks are holding up well, yet it seems that so much could go wrong. The apparent hazards cannot be ignored but ultimately investors must raise their eyes to the horizon and take one step at a time. Potential positive outcomes get less attention as they don’t make for good headlines. It is natural to worry most about the things we can’t control.