April 7, 2020. By Lori Patterson: Sudden changes in your normal schedule and routine can be stressful, and even a bit annoying, especially for prolonged periods of time. With many of us required to … More →
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PERSPECTIVES
Stimulus Payments and Retirement Plan Relief
April 2, 2020. By Olga Okaty: As the current health and economic situations continues to evolve, we wanted to share two important planning updates resulting from recent legislation and policy … More →
Client Notice re: Taxes, Commentary, and Continuity
March 26, 2020. By Ashley Agnew: 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 … More →
Normal Hours of Operation to Continue
March 16, 2020. By Centerpoint Advisors: With the recent directive causing the closure of many educational, leisure, and professional establishments, and with the proactive closing of many other … More →