April 19, 2018. By Lori Patterson: Each year my running club volunteers at mile 12 of the Boston Marathon, the half-way point and a huge benchmark for most race participants. As you can imagine, … More →
CUSTOMIZED INDIVIDUAL SOLUTIONS THAT PUT YOU AT THE VERY CENTER
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PERSPECTIVES
The Importance of a Power of Attorney
April 13, 2018. By Matt Okaty: A Power of Attorney (POA) is an important planning item that will generally be included in any comprehensive estate plan. While a Last Will and Testament directs … More →
The Rising Popularity of Peer-to-Peer Lending
April 5, 2018. By R. Anthony Norris: Peer-to-peer lending (“P2P”) is a method for borrowing and lending money without a traditional financial institution. P2P lending platforms match borrowers … More →
Centerpoint Sponsors “Finding the Right Advisors”
March 28, 2018. By Ashley Agnew: On Tuesday, March 27th Centerpoint sponsored an event alongside XPX New England and the Northeastern University Center for Family Business called “Finding the Right … More →