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:

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.

Elections and Markets - 2020

The US elections have been a sideshow to the critical issues facing America this year. With the Democratic National Convention just wrapping up and the Republicans convening this week, that is changing, and investors are naturally wondering how the outcome of November’s elections might impact the investment landscape. Perhaps more interesting are pre-election dynamics: Do markets tend to predict election results?

Quarterly Commentary

Stocks and bonds staged a remarkable recovery in the second quarter, leaving many observers questioning whether markets have lost touch with reality. New Covid cases are surging in some parts of the US that were relatively unaffected during the first phase of the pandemic, pausing and in some cases reversing plans to reopen certain sectors of local economies.