• 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
Identity Theft: Survival Kit Essentials

Identity Theft: Survival Kit Essentials

by newcente | Dec 1, 2016 | Blog, Business Planning, Family Focus, In The News, Uncategorized, What's New

December 1, 2016. By Matthew Okaty: Being the victim of identity theft can be an overwhelming experience.  In addition to the possible financial loss, there is also the loss of time spent tending to the crisis and performing damage control.  Familiarizing yourself in...
Why Millennials Aren’t Investing for Retirement

Why Millennials Aren’t Investing for Retirement

by newcente | Nov 22, 2016 | Blog, Financial Planning, Uncategorized, What's New

November 22, 2016. By Courtney Faria: Retirement seems a long way off for many millennials. Some have just entered college, or are just entering the workforce, like me. Others are getting married and starting a family. So many changes and adventures are ahead; some...
2016 Team Charitable Initiative: Advocates

2016 Team Charitable Initiative: Advocates

by newcente | Nov 17, 2016 | Blog, Family Focus, Firm Events, Uncategorized, What's New

Each year the Centerpoint Team “adopts” a cause for the holiday season.  As you may recall, last year we volunteered at the Winslow Farm Animal Sanctuary and held a drive at the office in collection of canned pet food to donate to the farm.  We were...
Bond Market Note: November 15, 2016

Bond Market Note: November 15, 2016

by newcente | Nov 15, 2016 | Blog, Fixed Income Markets, In The News, Tax Planning, Uncategorized

November 15, 2016. By John Wolfsberg: The bond market has witnessed a significant back up in yields as a result of the surprising win by Donald Trump in last week’s Presidential election. Going into Tuesday, the market had been positioned for a Clinton win, but as...
Election 2016: Don’t Lose Your Investment Discipline

Election 2016: Don’t Lose Your Investment Discipline

by newcente | Nov 9, 2016 | Blog, In The News, Uncategorized, What's New

November 9, 2016. By Richard Greene: Last night’s election validates our philosophy to avoid putting too much faith in what political “pundits” in the media say. We suggest that this caution be extended to the world of financial pundits as well. The uncertainty...
DIY+Robo+Behavioral Bias=Use an Advisor

DIY+Robo+Behavioral Bias=Use an Advisor

by newcente | Nov 8, 2016 | Blog, In The News, Uncategorized, What's New

November 8, 2016. By Richard Greene: Understanding the psyche of the American consumer can be one of the most challenging exercises marketers and service professionals can attempt. America has become very much a culture of “do it yourselfers” with an...
« 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}