Recent Articles
The Average Investor and Behavioral Finance
May 23, 2018. By J.D. Wolfsberg: Traditional Finance Theory is based on...
5 Quick Ways to ‘Spring Clean’ Your Finances
May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful...
5 Key Terms You Need to Know for College Prep
May 1, 2018. By John Wolfsberg: Navigating through a sea of acronyms,...
Small Spaces, Big Savings: The Tiny House Trend
April 27, 2018. By Courtney Summa: With the average American home about...
Marathon Monday ’18: A Windy, Soggy, Mess of Awe
April 19, 2018. By Lori Patterson: Each year my running club volunteers...
The Importance of a Power of Attorney
April 13, 2018. By Matt Okaty: A Power of Attorney (POA) is an important...
The Rising Popularity of Peer-to-Peer Lending
April 5, 2018. By R. Anthony Norris: Peer-to-peer lending (“P2P”) is a...
Centerpoint Sponsors “Finding the Right Advisors”
March 28, 2018. By Ashley Agnew: On Tuesday, March 27th Centerpoint...
Jennifer Wolfsberg Volunteers at Winslow Farm
March 22, 2018. By Jennifer Wolfsberg: Without a doubt it is well known...
Book Review: “The Perfect Mix” by Helen Rothberg
March 15, 2018. By Lori Patterson: “Leadership is more than management”....
Centerpoint Working Remotely on 3/13/18
March 11, 2018: In preparation for the coming storm, kindly note that the...
Understanding Target Date Funds
March 6, 2018. By Mark Barry: A target-date fund (also known as a life...
Choosing the Right 529 Plan for Education Savings
March 1, 2018. By Olga Okaty: With higher education costs continuing to...
Using Home Inspection as a Proactive Tool
February 20, 2018. By Jennifer Wolfsberg: We often connect the thought of...
JD Wolfsberg Volunteers at A Night to Shine
February 15, 2018. By JD Wolfsberg: The Night to Shine is a banquet-style...
Market Note: Global Equity Markets
February 6, 2018. By John Wolfsberg: The global equity markets came under...
Client Notice: Tax Document Delivery Update
January 29, 2018. By Courtney Summa: As tax season is now upon us and...
Ashley Agnew Volunteers at Bryant’s IDEA Program
January 25, 2018. By Ashley Agnew: As part of our Year of Giving...
New Year’s Resolution: Check Your Credit Report
January 16, 2018. By Matthew Okaty: It’s been approximately four months...
Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act
January 9, 2018. By Ashley Agnew: As part of our services, we often...
Centerpoint Working Remotely on January 4th
January 3, 2018. By R. Anthony Norris: Due to inclement weather and for...