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Charity Profile: Learning about Change is Simple with Janelle Rolke

Charity Profile: Learning about Change is Simple with Janelle Rolke

by newcente | Jul 17, 2025 | Blog, Charity

We recently had the pleasure of speaking with Janelle Rolke of Change is Simple as we continue to learn more through our 2025 charitable initiative to support the organization. Change is Simple (CiS) is an environmental education nonprofit that brings dynamic,...
Upcoming Office Closures & Holiday Hours

Upcoming Office Closures & Holiday Hours

by newcente | Jun 26, 2025 | Blog, Equity Markets, Firm Events, Uncategorized

As we approach the holiday week, please take note of our adjusted office schedule: Friday, June 27th – Closing at 1:00 PM due to scheduled internal event Thursday, July 3rd – Closing at 1:00 PM in alignment with market’s early close Friday, July 4th – Closed in...
Juneteenth Holiday Hours

Juneteenth Holiday Hours

by newcente | Jun 17, 2025 | Equity Markets, Fixed Income Markets, Uncategorized, What's New

As we honor Juneteenth National Independence Day on Thursday, June 19, 2025, please be aware of the following schedule changes and deadlines: All U.S. equity and bond markets will be closed. Fidelity Investments will be closed. Most banks, the U.S. Postal Service, and...
Learning to Save Lives: Our Team’s CPR/AED Training Experience

Learning to Save Lives: Our Team’s CPR/AED Training Experience

by newcente | Jun 6, 2025 | Blog, Firm Events, Uncategorized, wellness, What's New

At Centerpoint Advisors, we believe that personal growth doesn’t just happen behind a desk—it happens when we step out of our comfort zones, learn something new, and come together as a team. That’s exactly what we did recently when our entire team participated in CPR...
Spring Cleaning Your Finances: Five Steps to a Fresh Start

Spring Cleaning Your Finances: Five Steps to a Fresh Start

by newcente | May 12, 2025 | Financial Planning, Laura Lopez, Uncategorized, wellness

Spring is a time of renewal. Many of us are clearing the clutter in our homes and looking for a fresh start. While you may be organizing your closet or deep cleaning your kitchen, don’t forget to dedicate a little time to another area that deserves your attention:...
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