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Putting Market Downturns Into Perspective

Putting Market Downturns Into Perspective

by newcente | Mar 12, 2020 | Blog, Business Planning, Financial Planning, In The News, What's New

Since emerging from the 2008 financial crisis, markets can overall be considered cooperative. Stocks have continued to move higher, while falling bond yields saw fixed income investors enjoy bumper returns. Volatility remained low relative to history, and while we did...
With These Rates, Should I Refinance My Mortgage?

With These Rates, Should I Refinance My Mortgage?

by newcente | Feb 18, 2020 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

February 18, 2020. By John Wolfsberg:  Mortgage rates continue to be at all time lows as the yield on the 10yr US Treasury is driven lower. This is largely attributable to several factors including a lack of inflationary pressures, expectations of a slowing economy...
Owner Occupied Rental Properties

Owner Occupied Rental Properties

by newcente | Feb 4, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

February 4, 2020. By Anthony Norris: Getting into real estate investing can be challenging, especially if you have limited experience and resources. A good starting point, however, may be to research the value of owner-occupied properties. This style of living...
Home Purchase in Boston? Use This Tax Exemption

Home Purchase in Boston? Use This Tax Exemption

by newcente | Jan 31, 2020 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

January 31, 2020. By J.D. Wolfsberg: With it’s large number of universities, historic beauty, and booming industry, the city of Boston has a built in growth engine for population. According to the Greater Boston Association of Realtors and as seen in their chart...
Client Notice: Important Tax Document Information

Client Notice: Important Tax Document Information

by newcente | Jan 22, 2020 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and return deadlines approaching, Centerpoint Advisors would like to make this-time as seamless and stress free as possible for our clients. We work closely with our custodian to consolidate and...
Strategies from the SECURE Act and TCDR Act

Strategies from the SECURE Act and TCDR Act

by newcente | Jan 10, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

January 10, 2020. By Olga Okaty:  In the final weeks of 2019, two important pieces of legislation – the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) and the Taxpayer Certainty and Disaster Relief Act of 2019 (the TCDR Act) were passed by...
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