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:

SECURE at Last

In the May 2019 blog Fixing the Retirement Income Crisis - Winners and Losers, we profiled the Setting Every Community Up for Retirement Enhancement Act, better known now as the SECURE Act. Though its swift passage appeared to be a sure thing, Congress went on to other matters – until the SECURE Act was added to the spending bill passed into law on December 20th.

Negative Interest Rates, Part Two

Why would anyone buy a bond with negative interest?

Quarterly Commentary

One year ago, the Fed was intent on raising rates, world leaders were talking tough on trade, and stocks had just recorded their worst December performance since 1931. The suddenness of the decline was shocking and many worried that a recession was imminent.