Recent Articles
Retirement Plans for Small Businesses
July 14, 2017. By Matthew Okaty: If you are a small business owner,...
Repost: Reclaim Your Time, Build your Board.
July 7, 2017. By Jennifer Wolfsberg: Summer months often lead to...
Financial Considerations for Newlyweds
June 29, 2016. By Courtney Faria: Whether the wedding bells are around...
Financing Grad School: Key Planning Considerations
June 20, 2017. By Olga Okaty: In working with many of our next...
How to Handle your 401(k) When Changing Jobs
June 15, 2017. By Lori Patterson: There are many emotions that accompany...
Branding your Website: Centerpoint Hosts Jeff Wotton
June 8, 2017. By Ashley Agnew: In our discussions with clients and...
5 Stocks Account for Bulk of 2017 Market Performance
June 1, 2016. By Mark Barry: The stock market has turned in solid...
Interest Rates Moving Higher? Not So Fast.
May 23, 2017. By John Wolfsberg: Expectations for higher interest rates...
Thriving with Adult ADHD Featuring David Greenwood
May 18, 2017. By Ashley Agnew: "Guess what? Kids with ADHD grow up to be...
The Hidden Issue in Higher Education
May 11, 2017. By Jennifer Wolfsberg: Graduation season brings wonderful...
Centerpoint Advisors Attends the XPX 2017 Summit
May 5, 2017. By Ashley Agnew: Yesterday several members of our team...
The Case for Investing in Smaller Hedge Funds
April 26, 2017. By Mark Barry: The market environment over the past...
Helpful Tips: Preparing for Studying or Traveling Abroad
April 21, 2017. By Courtney Faria: In this day and age, it’s hard not to...
DOL Fiduciary Rule – Delayed Until June 9, 2017
April 12, 2017. By Matthew Okaty: Last year we saw the release of a...
What’s Going On in the Energy Markets?
April 6, 2017. By Mark Barry: After hitting $26/barrel last February, the...
Repost: Talking to Teens About Money
March 30, 2017: As summer vacation approaches and acceptance letters...
Tips, Tricks, and Helpful Hints for Buying Your Next Car
March 23, 2017. By Ashley Agnew: Spring has finally arrived and you may...
When and Why Do I Need a CDFA?
March 16, 2017. By Ashley Agnew: The process of divorce can be described...
Client Notice: Tax Document Distribution
March 9, 2017. By Courtney Faria: As we find ourselves yet again in the...
Asset Retitling: The Missed Step in Estate Planning
March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a...
What to Shred: Disposing of Your Financial Records
February 23, 2017. By Matt Okaty: The beginning of the year is a great...