• Home
  • Who We Are
    • Why Centerpoint?
    • Meet The Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Family Office Services
  • Insights / Resources
    • Articles
    • Legal and Compliance
  • Client Portal
    • My Center Portal
    • Fidelity
  • Contact
Guest Blog: Is Being a Renter Really a Bad Choice?

Guest Blog: Is Being a Renter Really a Bad Choice?

by newcente | Sep 15, 2021 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, In The News, Uncategorized, What's New

Guest Blog: Is Long-term Renting a Bad Choice?  September 15, 2021. By Ashley Agnew: A frequent question we receive from young professionals and those looking to downsize alike is simply this: is it worth it to buy a home? While there is no concrete answer and many...
2nd Quarter Commentary with Mark Barry

2nd Quarter Commentary with Mark Barry

by newcente | Jul 14, 2021 | Blog, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Mark J. Barry, Market Commentary, Uncategorized, What's New

Q2 Commentary with Mark Barry July 15, 2021: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing his commentary...
An Introduction to DeFi (Decentralized Banking)

An Introduction to DeFi (Decentralized Banking)

by newcente | May 24, 2021 | Blog, Business Planning, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Matthew C. Okaty, Uncategorized, What's New

An Introduction to DeFi (Decentralized Banking) May 24, 2021. By Matthew Okaty: The rapidly expanding world of cryptocurrency is a challenge to keep up with.  While most people are aware of Bitcoin and could maybe name a few others, there are literally thousands of...
Repost: Spring Cleaning Your Finances

Repost: Spring Cleaning Your Finances

by newcente | Apr 29, 2021 | Blog, Financial Planning, Olga P. Okaty, Uncategorized, What's New

Repost: Spring Cleaning Your Finances Originally posted May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful weather beckoning, it may seem daunting to undertake any spring cleaning initiatives, especially financial ones.  Mid-year, however, is a...
Tax Deadline Extended for Individuals

Tax Deadline Extended for Individuals

by newcente | Mar 19, 2021 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

Tax Deadline Extended for Individuals March 19, 2021: The Treasury Department and Internal Revenue Service announced on March 17th that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to...
Jennifer Wolfsberg Featured on XPX Panel

Jennifer Wolfsberg Featured on XPX Panel

by newcente | Jan 29, 2021 | Ashley R. Agnew, Blog, Business Planning, Financial Planning, Firm Events, In The News, Jennifer Wolfsberg, Uncategorized, What's New

Featured Panel: When Advisors Collide January 28, 2020. By Ashley Agnew: A business transition is an emotional time for a business owner and tensions can run high while they navigate the many layers and demands of the process. With multiple advisors necessary to...
« Older Entries
Next Entries »

Blog Categories

  • Blog
  • In The News
  • Uncategorized

Blog Tags

Car Insurance General Insurance Health Insurance holiday holiday hours market hours Thanksgiving

Related Blogs

  • From Prototype to Production: How Composite Manufacturers Scale for OEM Clients
  • Upcoming Office Closures & Holiday Hours
  • Medicare Reminders 2025
  • Upcoming Office Closures & Holiday Hours
  • 2nd Quarter Commentary and 2025 Outlook
Contact Us

© 2025 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Manage Consent

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}