Stablepoint Partners

We are headed to another Friday record close in the markets ! Great start to the weekend. Watch this 4-min video to hear about today’s big bank earnings, Elon’s Robo-Taxi PR miss, weekly CPI readings, and Social Security COLA increase.

A busy week in the markets, hear from Stablepoint’s Vice president of wealth management Claire Smith, CFP? with some highlights and our thoughts. Have a terrific weekend!

With the 3rd quarter coming to a close, hear from Managing Partners Henry Wheelwright, CFP? and Christopher K. Griffith, CFP?, CPWA? on the markets. Have a great weekend!

Welcome Robert Sheehan! Stablepoint Partners welcomes Bobby Sheehan to our growing team! Bobby is a senior at Bentley University who will be with us on-site as an Investment Advisor intern, for the 2024-25 academic school year. As a finance major, Bobby has already become an integral part of our practice by creating detailed financial plans, speaking with our clients, and learning as much as he can from our seasoned team. Bobby holds an executive leadership role in his fraternity, Sigma Chi, where the chapter has a great focus on giving back to the local community. Originally from Long Island, NY, he grew up a Giants and Yankees fan; two things we’ve told him cannot be brought up in the office. He enjoys golf, watching football, and playing basketball. We’re looking forward to a great year ahead and couldn’t be more excited to have Bobby on board!

The Federal Reserve has started its rate cut process, we’ve shared our thoughts in the below video!

https://lnkd.in/eYapWXnM

Thanks Evan Barkowsky for a great summer at Stablepoint! It was a pleasure having you on board as our summer intern, you will be missed!

Welcome to Stablepoint Kennan Startzell, CFP? ! Kennan is a rising star in the wealth management industry and we’re all excited to have him as part of the team! https://lnkd.in/djcxFf5e

Stablepoint Partners Academic School Year Internship Job Title: Investment Advisor Intern – Academic School Year, 2024/25 Company: Stablepoint Partners, LLC Location: Braintree, MA, on premise Position Type: Internship - Paid Position Job Description: We are seeking a motivated and enthusiastic college student to join our team as an Investment Advisor Intern for the 2024-25 academic school year. This internship offers an excellent opportunity for students interested in pursuing a career in finance to gain hands-on experience in the investment advisory industry. As an intern, you will work closely with our team of experienced advisors and leaders to support various aspects of client service, portfolio management, and financial analysis. Responsibilities: Prepare client reports, presentations, and other materials for meetings and presentations. Collaborate with team members to develop comprehensive financial plans for clients. Assist with administrative tasks such as data entry, filing, and organizing client documents. Stay informed about market trends, economic indicators, and regulatory developments affecting the investment landscape. Qualifications: Current enrollment in a Bachelor's degree program, preferably in finance, economics, or a related field. Strong analytical and problem-solving skills, with a keen attention to detail. Excellent communication and interpersonal skills. Ability to work effectively in a team-oriented environment. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Prior experience or coursework in finance or investment-related fields is a plus, but not required. Benefits: Hands-on experience in the investment advisory industry. Exposure to a wide range of financial products and services. Gain invaluable experience with leading industry platforms such as Money Guide Pro, BlackDiamond, and others. Mentorship and guidance from experienced professionals in the field. Flexible work schedule to accommodate academic commitments. How to Apply: Please submit your resume and a brief cover letter outlining your interest in the internship opportunity and relevant qualifications to [email protected]. Applications will be reviewed on a rolling basis, and early submissions are encouraged. Please note that while there is no excluded campus proximity, applicant is responsible for his/her own transportation to and from the Stablepoint office, multiple days a week. The start date for this position is September, 2024. Stablepoint Partners, LLC (“Stablepoint”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Stablepoint and its representatives are properly licensed or exempt from licensure.