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Client Notice re: Taxes, Commentary, and Continuity

Client Notice re: Taxes, Commentary, and Continuity

by newcente | Mar 26, 2020 | Blog, Business Planning, Family Focus, Firm Events, In The News, Tax Planning, What's New

With the recent health and market concerns, we wanted to reach out with a brief update on tax documents, our own business continuity plan and market commentary: Tax Document Delivery All tax documents related to your Centerpoint investment accounts have been...
Normal Hours of Operation to Continue

Normal Hours of Operation to Continue

by newcente | Mar 16, 2020 | Firm Events, In The News, What's New

With the recent directive causing the closure of many educational, leisure, and professional establishments, and with the proactive closing of many other venues, we wanted to make you aware that we have taken steps to ensure the continuity of our business and services...
Putting Market Downturns Into Perspective

Putting Market Downturns Into Perspective

by newcente | Mar 12, 2020 | Blog, Business Planning, Financial Planning, In The News, What's New

Since emerging from the 2008 financial crisis, markets can overall be considered cooperative. Stocks have continued to move higher, while falling bond yields saw fixed income investors enjoy bumper returns. Volatility remained low relative to history, and while we did...
Coronavirus Fears Drive Market Correction

Coronavirus Fears Drive Market Correction

by newcente | Feb 27, 2020 | Blog, Business Planning, Family Focus, In The News, What's New

After significant selling earlier in the week, global equity markets came under further pressure today as investors grapple with the coronavirus (COVID-19) outbreak and its impact on economic growth. As of this writing, the S&P 500 Index is down -10.7% for the...
Choosing a Vacation Destination for All Ages

Choosing a Vacation Destination for All Ages

by newcente | Feb 25, 2020 | Blog, Family Focus, Uncategorized, What's New

February 25, 2020. By Ashley Agnew:  With a minimum ten-year age difference between all of our family’s children, even a family trip consisting of just the members of our household is multigenerational.  Wishing for our next vacation to be enjoyable for all parties...
With These Rates, Should I Refinance My Mortgage?

With These Rates, Should I Refinance My Mortgage?

by newcente | Feb 18, 2020 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New

February 18, 2020. By John Wolfsberg:  Mortgage rates continue to be at all time lows as the yield on the 10yr US Treasury is driven lower. This is largely attributable to several factors including a lack of inflationary pressures, expectations of a slowing economy...
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