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Market Note: Global Equity Markets

Market Note: Global Equity Markets

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

February 6, 2018. By John Wolfsberg: The global equity markets came under renewed pressure on Monday, with the S&P 500 Index down over 4% for the day in a continuation of last week’s selloff. The decline in equities did not appear to be driven by any specific...
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...
Charitable Initiative: A Year of Giving

Charitable Initiative: A Year of Giving

by newcente | Dec 20, 2017 | Blog, Firm Events, In The News, Tax Planning, Uncategorized, What's New

December 20, 2017. By Ashley Agnew: At the end of each year, we coordinate a charitable initiative to support a cause that is important to us as a firm.  Throughout the holiday season, we raise awareness and support for that singular charity via our communication...
Tax Reform Update, November 2017

Tax Reform Update, November 2017

by newcente | Nov 30, 2017 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

November 30, 2017. By Mark Barry:  As we near the end of 2017, Washington’s efforts to pass tax reform legislation have dominated headlines, with Congress working on the final iterations of the Tax Cuts and Jobs Act.  A central piece of the Trump administration’s...
Helping Service Members Navigate Financial Planning

Helping Service Members Navigate Financial Planning

by newcente | Nov 9, 2017 | Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New

November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to reflect upon and thank those who have so bravely served our country.  With past and present service members in our own firm and families, the holiday carries both feelings of pride and respect in...
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