Recent Articles
Global Spotlight China: The Great Rebalance
October 25, 2016. By Mark Barry: Our Global Spotlight series takes a dive...
Warning: You Are Living in a Flood Zone
October 17, 2016. By Ashley Agnew: Over Columbus Day weekend, I visited...
The Role of the Household ‘Refrigerator Manager’
October 4, 2016. By John Wolfsberg: It is a blessed feeling to have a...
Murphy’s Divorce Law- Plan for the Worst
September 28, 2016. By Matt Okaty: Most people know at least one person...
Centerpoint Hosts Estate Attorney Kelly Gill
On September 20th, Centerpoint hosted estate attorney Kelly Gill to...
Plan for the Next Chapter of Your Career
September 13, 2016. By Jennifer Wolfsberg: There comes a time in life...
Building Sound Financial Habits in College
September 8, 2016. By Olga Okaty: With college send-offs wrapping up and...
Financially Preparing for the Death of a Spouse
August 31, 2016. By Jennifer Wolfsberg: The thought of losing a spouse...
Do You Need to Schedule Your RMD?
August 23, 2016. By Lori Patterson: It is hard to believe another summer...
Intelligent Index Review, Second Quarter 2016
August 18, 2016. By Richard Greene: The March rally continued into the...
Talking to Teens and Young Adults About Money
August 9, 2016. By John Wolfsberg: The teenage years offer many...
Centerpoint Hosts George Donnelly
On July 26th, Centerpoint hosted author, journalist, and professor George...
Fixed Income Review, Second Quarter 2016
August 2, 2016. By John Wolfsberg: The market seemed to have regained its...
Beyond the Away Message: Working After Parental Leave
July 28, 2016. By Ashley Agnew: A frequent theme in our discussions is...
Regulatory Update: The DOL Fiduciary Rule
July 21, 2016. By Matthew Okaty, J.D.: While perhaps not as widely...
Cybersecurity While Traveling
July 12, 2016. By Ashley Agnew: Many times when thinking about secure...
Jennifer Wolfsberg Earns CDFA Accreditation
July 7, 2016: Jennifer Wolfsberg has recently completed her coursework...
Brexit: More Questions Than Answers
June 27, 2016. By John Wolfsberg: Last Friday, the United Kingdom (UK)...
Mortgage Rate Update: June 16, 2016
By Olga P. Okaty, CFP®: Following the U.S. Federal Reserve’s decision...
Trivia Night with Bob Ryan and Mike Reiss
June 14, 2016. By Ashley Agnew: On Wednesday, June 8th Centerpoint...
Fixed Income Review, First Quarter 2016
The first quarter of 2016 witnessed a wild start to the year with...