Investment Perspectives

Fieldpoint insights give our clients a periodic, in-depth look at how we approach complex, contemporary wealth management strategies.

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Weekly Perspectives

Tax & Planning

Planning Bulletin: To Be, or Not to Be?

There are a number of moving parts, and a meaningful uncertainty factor, as well as timing urgency. Notwithstanding, if you have significant unrealized LTCG, whether or not you choose to take an action step, you need to understand the choices.

FP Quarterly: June 2020

For all the challenges of this year’s market environment, there is some upside. In a classic irony, we find ourselves in perhaps the most attractive wealth transfer environment of our lifetimes.

White Paper: What’s the Upside in a Downturn?

When interest rates and asset valuations fall together, the result for some is an unprecedented planning window. Today, as a consequence of the coronavirus and the resulting market and policy responses, we are seeing both.

White Paper: State of Change

Derek, Madonna and Martha are just three high-profile cases that represent the lengths the state of New York will go to in order to retain the tax revenue of people who try to leave.

FP Quarterly: December 2019

For those of you I haven’t met yet, I’ll start this edition of the Fieldpoint Quarterly by introducing myself. I’m Tim Tully, and a few weeks ago Fieldpoint Private’s Board of Directors asked me to take on the role of President and CEO.

White Paper: Squeezing the Stretch

On December 20, President Trump signed the SECURE Act. The new law, which applies to events occurring after 12/31/19, makes significant changes to the federal tax law around IRAs.