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Talking to Teens and Young Adults About Money

Talking to Teens and Young Adults About Money

by newcente | Aug 9, 2016 | Blog, Family Focus, Financial Planning

August 9, 2016. By John Wolfsberg: The teenage years offer many opportunities to open up a discussion about financial responsibility, as children begin their first jobs and increase social activities. Financial coaching, however, extends through and beyond the college...
Centerpoint Hosts George Donnelly

Centerpoint Hosts George Donnelly

by newcente | Aug 3, 2016 | Blog, Firm Events, Uncategorized, What's New

On July 26th, Centerpoint hosted author, journalist, and professor George Donnelly to discuss growth opportunities in the Boston area.  He also spoke about his course at Suffolk University, which educates college students about the Boston economy. Many interesting...
Fixed Income Review, Second Quarter 2016

Fixed Income Review, Second Quarter 2016

by newcente | Aug 2, 2016 | Blog, Fixed Income Markets, Uncategorized, What's New

August 2, 2016. By John Wolfsberg: The market seemed to have regained its appetite for risk assets as we entered the second quarter. Oil prices had recovered from the multiyear lows of the first quarter, and investors began to feel confident that the economy would...
Beyond the Away Message: Working After Parental Leave

Beyond the Away Message: Working After Parental Leave

by newcente | Jul 28, 2016 | Blog, Business Planning, Family Focus, In The News, Uncategorized, What's New

July 28, 2016. By Ashley Agnew: A frequent theme in our discussions is how rushed the days seem. Tuesday suddenly becomes Friday, and Friday quickly turns into Monday, each day with a to-do list that, without fail, magically resurrects.  Many parents encounter this...
Regulatory Update: The DOL Fiduciary Rule

Regulatory Update: The DOL Fiduciary Rule

by newcente | Jul 21, 2016 | Blog, In The News, Uncategorized, What's New

July 21, 2016. By Matthew Okaty, J.D.: While perhaps not as widely publicized in the mainstream media, the Department of Labor’s new Fiduciary Rule (or Conflict of Interest Rule to be precise) has been in the headlines of every major financial news outlet for at least...
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