May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon us, the urge to tidy up is ever present. To assist in the process, we recently hosted a Secure Shred day on May 10th at the … More →
CUSTOMIZED INDIVIDUAL SOLUTIONS THAT PUT YOU AT THE VERY CENTER
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PERSPECTIVES
Olga Okaty Named Principal at Centerpoint Advisors
May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has … More →
Market Update: May 10th, 2019
May 10, 2019. By J.D. Wolfsberg: We have seen generally upward trending markets thus far year-to-date following the sell-off in the last quarter of 2018, with the S&P 500 (including dividends) … More →
Behind the Scenes: Client Operations
May 2, 2019. By Lori Patterson: A look into the daily events of your operations team… Every day is different…there’s not a lot of monotony here! We begin our day verifying money transfers and … More →