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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...
Understanding Target Date Funds

Understanding Target Date Funds

by newcente | Mar 6, 2018 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

March 6, 2018. By Mark Barry: A target-date fund (also known as a life cycle fund) is a mutual fund in the hybrid category that automatically resets the asset mix of stocks, bonds and other investments according to a specific time frame. Typically, this time frame is...
Choosing the Right 529 Plan for Education Savings

Choosing the Right 529 Plan for Education Savings

by newcente | Mar 1, 2018 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
Client Notice: Tax Document Delivery Update

Client Notice: Tax Document Delivery Update

by newcente | Jan 29, 2018 | Blog, Business Planning, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New

January 29, 2018. By Courtney Summa: As tax season is now upon us and with some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner.  Additionally, we are happy...
New Year’s Resolution: Check Your Credit Report

New Year’s Resolution: Check Your Credit Report

by newcente | Jan 16, 2018 | Blog, Financial Planning, In The News, Uncategorized, What's New

January 16, 2018. By Matthew Okaty: It’s been approximately four months since we all learned of the Equifax hack, and hopefully everyone has taken some kind of action to help safeguard their identity and credit.  While the incident may have faded from the headlines,...
Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act

Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act

by newcente | Jan 9, 2018 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

January 9, 2018. By Ashley Agnew: As part of our services, we often quarterback the coordination of tax and estate planning professionals on behalf of our client’s needs. This includes but is not limited to: retitling of accounts, annual gifting execution and...
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