Points of Possibility

Welcome to Points of Possibility, our blog and resource library. Here you will find more than you ever wanted to know about wealth management, preparing heirs, financial concepts and creating your own Thriving Family. You can search by topic, media type, date, author, or keyword. Enjoy!

Has the Market Finally Peaked?

With all three major US indices setting all-time records on Monday, and the Dow Jones Industrial Average blowing past the 18,600 level, many people are understandably questioning the market’s stratospheric levels and are asking if it has already topped. The answer depends on the time frame you are most concerned with. If you are worried about […]

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Your Credit Card: Consumer Superhero

Are you aware that the credit card in your wallet has real-life superpowers? It’s true! Got shafted by shoddy repairs on your car or home? If you paid with a credit card, you can get your money back almost instantly. Cruise line or travel agent won’t refund your deposit? Stop messing with them and just […]

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Should I Super-fund My Kid’s 529 Plan?

Over the past year, each member of  our staff has had a new baby (besides me of course, however Ingrid and I are hoping grandchildren may be in the near future!). New babies always stir up interest in 529 College Savings Plans. For some, the opportunity to “super-fund” a child’s 529 plan may be worth considering. […]

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