Recent Articles
Book Review: Atomic Habits by James Clear
September 5, 2019. By Lori Patterson: Atomic Habits: An Easy & Proven...
The Benefits of Student Led Investment Funds
August 28, 2019. By Anthony Norris: With rising competition among higher...
How to Semi-Retire Successfully
August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in...
Behind the Scenes: Investment Management
August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment...
Ashley Agnew Moderates Crisis Communication Panel
August 1, 2019. By Ashley Agnew: As a firm we constantly search for new...
Behind the Scenes: Client Service and Reporting
July 25, 2019. By Courtney Summa: When someone asks me what my role...
The Psychology of Planning Avoidance, Part 1
July 17, 2019. By Jennifer Wolfsberg: It’s human nature to avoid that...
Behind the Scenes: Compliance Management
July 8. 2019. By Matthew Okaty: My role at Centerpoint encompasses...
Holiday Hours and Market Closing Schedule
July 3, 2019. By Ashley Agnew: Kindly note that we will be following the...
Exploring Grief Support With The Children’s Room
July 2, 2019. By John Wolfsberg. On June 18th we had the pleasure of...
Making the Most of Your Summer in the City
June 27, 2019. By Centerpoint Advisors: Working a summer internship has...
Olga Featured in Scholarship America Article
June 20, 2019. By Ashley Agnew. As our work increasingly involves...
5 Reasons to Get Your Pilot’s License
June 14, 2019. By Anthony Norris: The summer season is in full swing, and...
Global Spotlight: US-China Trade Recap
June 4, 2019. By Mark Barry: For over a year the United States and China...
Shred Day: The Disposal of Sensitive Documents
May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon...
Olga Okaty Named Principal at Centerpoint Advisors
May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty...
Market Update: May 10th, 2019
May 10, 2019. By J.D. Wolfsberg: We have seen generally upward trending...
Behind the Scenes: Client Operations
May 2, 2019. By Lori Patterson: A look into the daily events of your...
Short-Term Rentals: New Regulations in MA
April 18, 2019. By Matt Okaty: Regulations often lag behind innovation,...
Introducing an Additional Dog to Your Home
April 11, 2019. By J.D. Wolfsberg: As dog owners, we do our best to keep...
Pre and Post-Sale Wealth Planning Strategies
April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint...