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  • OnPoint Wealth Partners
    2525 Market Ave Cleveland, OH 44113-3431 T: 216.230.3700 F: 216.238.4032
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2026 investing outlook
1/6/2026
Raymond James Chief Investment Officer Larry Adam identifies 10 themes for the markets and economy.
Markets & Investing
S&P 500 tallies double-digit gains in 2025
1/5/2026
The S&P 500 tallied double-digit gains for the third consecutive year and hit 38 new record highs in 2025.
Markets & Investing
Read
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January 2026 Investment Strategy Quarterly
1/5/2026
Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.
Markets & Investing
Keep on giving
Prioritizing philanthropy in retirement starts with strategy.
Estate & Giving
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Read
Giving is a family affair
How to inspire charitable values for years to come.
Estate & Giving
Read
The balancing act of income and net worth
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Family & Lifestyle
Read
Technical refinancing
Explore a home buying strategy designed to give you liquidity now and flexibility later.
Family & Lifestyle
The grandparent effect
Exploring the practical and emotional influence on your life.
Family & Lifestyle
Volunteerism rebounds
Big and small ways Americans are making a difference.
Estate & Giving
Markets overcome mid-month pullback in November
12/1/2025
Despite tech losses, the broader market rallied on increased expectations for a December rate cut.
Markets & Investing

The future at your fingertips

OnPoint Wealth PartnersOnPoint Wealth Partners
  • On Point Wealth Partners
  • 2525 Market Ave Cleveland, OH 44113-3431
  • T: 216.230.3700
  • F: 216.238.4032
  • Map & Directions
  • Map & Directions

Investment Advisory services offered through OneSeven, an SEC Registered Investment Advisor.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC. Headquarted at 80 State Street, Albany, NY 12207.
Purshe Kaplan Sterling Investments, OneSeven and OnPoint Wealth Partners are not affiliated companies