SharpePoint Private Client Group

07/21/2026

TRUE or FALSE?

Social Security rules can be confusing especially if you plan to continue working during retirement.

Many people are surprised to learn that your age, earnings, and when you claim benefits can all play a role in how Social Security works.

Let’s test your retirement knowledge:

True or False: You can continue working while collecting Social Security benefits.

Cast your vote in the comments below!

This content is provided for informational and educational purposes only and should not be considered investment, tax, or legal advice. Advisory services are offered through SharpePoint, LLC, a Registered Investment Adviser.

07/14/2026

What Are Capital Gains?

Capital gains refer to the increase in value of an investment from the time it is purchased until it is sold.

Understanding key financial terms can help you feel more confident about your financial future.

This content is for informational purposes only and should not be considered investment, tax, or legal advice.

07/07/2026

Finding balance starts with understanding your financial priorities.

Financial planning involves evaluating your current financial situation, considering future objectives, and developing a strategy based on your individual circumstances.

Every person’s financial situation is unique. Taking the time to understand your priorities is an important part of the planning process.

To learn more about SharpePoint and our financial planning approach, contact our team at 480-999-3033

07/04/2026

🇺🇸 Happy Independence Day from all of us at SharpePoint!

Today, we celebrate the freedoms and opportunities that make our nation strong. As you enjoy time with family and friends, we wish you a safe, joyful, and memorable Fourth of July.

Happy 4th of July! 🇺🇸

07/02/2026

06/30/2026

Every financial journey is unique.

Whether you’re building savings, planning for retirement, or preparing for life’s next chapter, having a strategy starts with understanding your goals.

At SharpePoint, we take the time to learn what matters most to you and provide guidance to help you make informed financial decisions.

To learn more, contact our team:
480-999-3033 | SharpePoint.com

06/23/2026

Ever wonder why diversification matters?

Rather than relying on a single investment, many investors choose to spread their investments across different asset types as part of an overall strategy.

Diversification may help manage risk over time, but it does not guarantee a profit or protect against losses.

06/21/2026

Today, we celebrate the dads, grandfathers, mentors, and father figures who lead with strength, guidance, and unwavering support.

From all of us at SharpePoint, we wish you a very Happy Father’s Day! 💙

06/16/2026

Commitment. Clarity. Confidence.

S.M.A.R.T. financial goals can help turn your vision into a plan. At SharpePoint, we’re here to help you navigate your financial journey with confidence.

SharpePoint.com | (480) 999-3033