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Market Hours and February Break Boredom Busters in Boston

Market Hours and February Break Boredom Busters in Boston

by newcente | Feb 16, 2023 | Blog, Family Focus, Uncategorized, wellness, What's New

Market Hours and February Boredom Busters in Boston February 16, 2023: With winter break next week for most students, and a long weekend for many workers, including the Centerpoint Office, for the President’s Day holiday on Monday, many families are left...
Mark Barry Shares 4th Quarter Commentary, 2023 Outlook

Mark Barry Shares 4th Quarter Commentary, 2023 Outlook

by newcente | Feb 9, 2023 | Blog, Equity Markets, Fixed Income Markets, In The News, Mark J. Barry, Uncategorized, What's New

Q4 Commentary and 2023 Outlook with Mark Barry February 9, 2023: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be...
Client Notice: 2022 Tax Document Delivery

Client Notice: 2022 Tax Document Delivery

by newcente | Jan 27, 2023 | Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Friendly Reminder: Online Safety During Tax Season March 24, 2023 We hope that this post finds our readers and their families well, and are excited as we are about the onset of spring. With the spring season also being tax season, we wanted to share a brief reminder...
Exciting News from Centerpoint Advisors

Exciting News from Centerpoint Advisors

by newcente | Jan 18, 2023 | Blog, Firm Events, Uncategorized, What's New

Charity Spotlight: Science Club for Girls April 6, 2023: We are so fortunate to learn about many wonderful local organizations through discussions with our clients and colleagues. Sometimes we learn about these by assisting clients with grants through their...
SECURE 2.0 and Retirement Planning Updates

SECURE 2.0 and Retirement Planning Updates

by newcente | Jan 9, 2023 | Blog, Family Focus, Financial Planning, In The News, Olga P. Okaty, Tax Planning, Uncategorized, What's New

SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
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