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Global Spotlight: US-China Trade Recap

Global Spotlight: US-China Trade Recap

by newcente | Jun 4, 2019 | Blog, Business Planning, In The News, Uncategorized, What's New

June 4, 2019. By Mark Barry: For over a year the United States and China have been engaged in a contentious trade dispute, as the United States has taken a more assertive approach in an attempt to address what it views as unfair Chinese trade practices. Namely these...
Olga Okaty Named Principal at Centerpoint Advisors

Olga Okaty Named Principal at Centerpoint Advisors

by newcente | May 15, 2019 | Blog, Financial Planning, Firm Events, In The News, Uncategorized, What's New

May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the...
Market Update: May 10th, 2019

Market Update: May 10th, 2019

by newcente | May 10, 2019 | Blog, Equity Markets, Fixed Income Markets, In The News, Uncategorized, What's New

May 10, 2019. By J.D. Wolfsberg: We have seen generally upward trending markets thus far year-to-date following the sell-off in the last quarter of 2018, with the S&P 500 (including dividends) up 15.31% so far this year. The Federal Reserve has observed that the...
Behind the Scenes: Client Operations

Behind the Scenes: Client Operations

by newcente | May 2, 2019 | Blog, In The News, Uncategorized, What's New

May 2, 2019. By Lori Patterson: A look into the daily events of your operations team… Every day is different…there’s not a lot of monotony here! We begin our day verifying money transfers and any service items that may have been requested off hours. We review for...
Short-Term Rentals: New Regulations in MA

Short-Term Rentals: New Regulations in MA

by newcente | Apr 18, 2019 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

April 18, 2019. By Matt Okaty: Regulations often lag behind innovation, and this is certainly true of the short-term rental market which has exploded over the past ten years.  AirBnB and HomeAway, the two biggest companies in this space, have transformed the lodging...
Pre and Post-Sale Wealth Planning Strategies

Pre and Post-Sale Wealth Planning Strategies

by newcente | Apr 4, 2019 | Blog, Business Planning, Financial Planning, Firm Events, In The News, Uncategorized, What's New

April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients,...
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