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Marathon Monday ’18: A Windy, Soggy, Mess of Awe

Marathon Monday ’18: A Windy, Soggy, Mess of Awe

by newcente | Apr 18, 2018 | Blog, Firm Events, In The News, Uncategorized, What's New

April 19, 2018. By Lori Patterson:  Each year my running club volunteers at mile 12 of the Boston Marathon, the half-way point and a huge benchmark for most race participants. As you can imagine, this year was one of the more interesting experiences in my many years...
The Importance of a Power of Attorney

The Importance of a Power of Attorney

by newcente | Apr 13, 2018 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

April 13, 2018. By Matt Okaty:  A Power of Attorney (POA) is an important planning item that will generally be included in any comprehensive estate plan.  While a Last Will and Testament directs how your assets will be distributed after you die and assigns an executor...
The Rising Popularity of Peer-to-Peer Lending

The Rising Popularity of Peer-to-Peer Lending

by newcente | Apr 5, 2018 | Blog, Business Planning, Financial Planning, Fixed Income Markets, Uncategorized, What's New

April 5, 2018. By R. Anthony Norris:  Peer-to-peer lending (“P2P”) is a method for borrowing and lending money without a traditional financial institution. P2P lending platforms match borrowers with investors using modern technology and big data oftentimes reducing...
Centerpoint Sponsors “Finding the Right Advisors”

Centerpoint Sponsors “Finding the Right Advisors”

by newcente | Mar 28, 2018 | Blog, Business Planning, Firm Events, In The News, Uncategorized, What's New

March 28, 2018. By Ashley Agnew: On Tuesday, March 27th Centerpoint sponsored an event alongside XPX New England and the Northeastern University Center for Family Business called “Finding the Right Advisors”.   The panel addressed the concern that many private...
Jennifer Wolfsberg Volunteers at Winslow Farm

Jennifer Wolfsberg Volunteers at Winslow Farm

by newcente | Mar 22, 2018 | Blog, Family Focus, Firm Events, Uncategorized, What's New

March 22, 2018. By Jennifer Wolfsberg: Without a doubt it is well known that we are a family of animal lovers.  Our own furry friend, a Shih Tzu named Darby, melts our hearts every day and brings us such joy.  In support of Centerpoint’s Year of Giving charitable...
Book Review: “The Perfect Mix” by Helen Rothberg

Book Review: “The Perfect Mix” by Helen Rothberg

by newcente | Mar 15, 2018 | Blog, Firm Events, In The News, Uncategorized, What's New

March 15, 2018. By Lori Patterson: “Leadership is more than management”. This theme is repeated time and again in: The Perfect Mix: Everything I Know About Leadership I Learned as a Bartender. In this book by Helen Rothberg, PhD she describes how interacting with...
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