Year End Planning and Tax Loss Harvesting November 2, 2022. By Anthony Norris: While no one wants to see red on their investment statements, and the markets have certainly provided plenty of the unfavorable hue in 2022, the ownership of down holdings can also provide...
July 25, 2019. By Courtney Summa: When someone asks me what my role entails at Centerpoint Advisors, my general response is that I work primarily on the reporting side of investment management, even though my responsibilities include much more than report preparation....
December 15, 2016. By Olga Okaty: One of the most prominent topics President-elect Donald Trump discussed on the campaign trail was his plan to cut taxes. Several Republican Congressmen have presented similar tax proposals over the last few years, and with Mr. Trump...
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