January 18, 2019. By Olga Okaty: As a financial planner, January is always an exciting and inspiring time for me as so many of my conversations with clients center around setting financial … More →
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PERSPECTIVES
Market Commentary: Outlook and Review
January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for … More →
Repost: Handling your 401(k) Between Jobs
January 3, 2019. By Centerpoint Advisors: During this time of reflection and resolutions, perhaps one of your goals for the New Year includes new employment. According to Monster.com, January is … More →
Year of Giving and Happy Holidays
December 24, 2018. By Centerpoint Advisors: It's been a wonderful year for Centerpoint Advisors. Out of all of the great projects we've worked on so diligently in 2018, we would like to take a … More →