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Performance and Benchmark Considerations

Performance and Benchmark Considerations

by newcente | Jan 31, 2022 | Blog, Equity Markets, Financial Planning, In The News, Market Commentary, Uncategorized, What's New

Performance Considerations: Diversification and Benchmarks January 31, 2022. By J.D. Wolfsberg: In covering the financial markets, the media often focuses on three prominent market indices; ‘The Dow’ ‘The S&P 500’ and the ‘Nasdaq’. These popular indices represent...
4th Quarter Market Commentary and Outlook

4th Quarter Market Commentary and Outlook

by newcente | Jan 13, 2022 | Blog, Equity Markets, Fixed Income Markets, In The News, John D Wolfsberg, Kevin Donohue, Mark J. Barry, Market Commentary, Uncategorized, What's New

Fourth Quarter Market Commentary January 13, 2022: The ease of access to information and media are both a blessing and a curse. With headlines always at their height in the last quarter of the year, our investment team has compiled their market commentary to cut...
What Is a Tax Credit, and Which Apply to Me?

What Is a Tax Credit, and Which Apply to Me?

by newcente | Jan 6, 2022 | Blog, Family Focus, In The News, Tax Planning, Uncategorized, What's New

What are Tax Credits, and Which Apply to Me? January 6, 2022: Throughout tax season we will be posting key tax-terms to assist with your preparation conversations for your 2021 filing. Oftentimes it is easy to overlook basic terms without understanding, so we will...
PPP Forgiveness and Tax Planning

PPP Forgiveness and Tax Planning

by newcente | Dec 27, 2021 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New

PPP Loan Forgiveness and Tax Planning  December 27, 2021: The approaching New Year will don a new tax season, and it’s time to consider what that means for any Paycheck Protection Program (PPP) loans you may have taken during the pandemic in order to keep your...
Good Grief: Adjusting to the Short Winter Days

Good Grief: Adjusting to the Short Winter Days

by newcente | Dec 14, 2021 | Ashley R. Agnew, Blog, Family Focus, Financial Therapy, Uncategorized, What's New

Good Grief: Adjusting to Short Winter Days December 14, 2021, By Ashley Agnew: This is a great season for togetherness, celebration, and heart-warming holiday movies. One of our favorites is the classic ‘A Charlie Brown Christmas’ where the lead character tries to...
Season’s Greetings From Centerpoint Advisors

Season’s Greetings From Centerpoint Advisors

by newcente | Dec 8, 2021 | Ashley R. Agnew, Blog, Business Planning, Family Focus, Firm Events, In The News, Uncategorized, What's New

Happy Holidays and 2022 Charitable Initiative December 12/8/21, By Ashley Agnew:   Season’s Greetings! As 2021 arrives at its final weeks, we reflect on the uncertainty we navigated throughout the year. Like an echo from the year before, it was like...
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