4th Quarter Market Commentary and 2024 Outlook

4th Quarter Market Commentary and 2024 Outlook

4th Quarter Commentary and 2024 Outlook February 1, 2024: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing a...
Client Notice: Tax Document Delivery and Reminders

Client Notice: Tax Document Delivery and Reminders

Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...
CNN Speaks with Ashley on 2024 Financial Resolutions

CNN Speaks with Ashley on 2024 Financial Resolutions

CNN Interviews Ashley on Financial Resolutions for 2024 December 29, 2023:  With the 2024 right around the corner, a common conversation among friends and family involves which New Year’s resolutions will be topping the lists. Many popular annual goals involve...
Happy Thanksgiving and Holiday Hours

Happy Thanksgiving and Holiday Hours

Happy Thanksgiving and Holiday Hours November 21, 2023: We wish you a very Happy Thanksgiving, and perhaps you are looking for ways to mix up the day that is so heavily based in tradition for 2023. Some favorites traditions and memories among the Centerpoint team...