October 15, 2019. By Kevin Donohue: Throughout the week we are often so focused on our daily grind and furthering ourselves professionally that we sometimes do not think about taking care of our bodies. As a result of this busy lifestyle, health takes a back seat. Between rushing to and from the office, meetings, and balancing a social life, when is there even time for healthy habits when working a typical 9-5 job? An argument could be made … [Read more...]
Article Review: Self-Defense Against Scams
October 3, 2019. By Jennifer Wolfsberg: Just when you think you have heard them all, opted out of every list, and blocked every unknown address, your junk mailbox erupts or you pick up the phone only to hear an AI operator promising to forgive your student loan, make good with the IRS, or upgrade your car warranty. Invasive sales calls and emails seem to be sneaking into daily lives more easily than ever, and with their false offerings casting … [Read more...]
HSAs: An Option Worth Considering
September 25, 2019. By Matt Okaty: If you believe that the majority of your healthcare costs in retirement will be paid for by Medicare, then you may be in for a wakeup call. According to an annual study by Fidelity, a 65-year old couple retiring this year will need approximately $280,000 to cover health care and medical expenses throughout retirement. That’s after-tax dollars, which means if the money were held in a retirement … [Read more...]
The True Investment of Higher Education
September 13, 2019 By J.D. Wolfsberg: It was in a macroeconomics course in college that my professor asked a question that I had not previously heard a professor ask, which made me wonder if the topic was taboo. He looked around the classroom and simply asked: “So, some of your friends have started their careers in trades, foregoing a college degree, and I’m sure some of them make decent money. They will have no debt when they come out … [Read more...]
Book Review: Atomic Habits by James Clear
September 5, 2019. By Lori Patterson: Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear Building good habits and breaking bad habits…it sounds easy in theory but it’s surprisingly hard in practice for most of us. In this book, the author explains how a tiny change can make a big difference when trying to adjust behavior, how habits can compound, much like interest, and how to succeed with … [Read more...]
The Benefits of Student Led Investment Funds
August 28, 2019. By Anthony Norris: With rising competition among higher education institutions, universities are under constant pressure to innovate and offer a unique experience for their students. Aesthetic enhancements are on the rise for many campuses, but at the heart of each student’s decision making comes the same concern: will I be prepared for a successful career after graduation? To enhance the experience for finance and economic … [Read more...]
Behind the Scenes: Investment Management
August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment management is a core component of our business, and is the primary focus for myself and my colleague JD Wolfsberg. While it encompasses a wide variety of roles and responsibilities, there are four main functions that I have outlined in further detail below to help you get to understand our roles at Centerpoint Advisors a bit better. Broadly, these four functions … [Read more...]
Ashley Agnew Moderates Crisis Communication Panel
August 1, 2019. By Ashley Agnew: As a firm we constantly search for new learning opportunities. This includes not only formal continuing education, but also learning from our peers in our own and related industries. Several Centerpoint employees are members of learning exchange networking groups, including the Exit Planning Exchange, or XPX. I am an active member of XPX New England where I hold a seat on the Board of … [Read more...]
Behind the Scenes: Client Service and Reporting
July 25, 2019. By Courtney Summa: When someone asks me what my role entails at Centerpoint Advisors, my general response is that I work primarily on the reporting side of investment management, even though my responsibilities include much more than report preparation. As Customer Service and Reporting Associate, I also lead the maintenance of our reporting software, the organization and distribution of tax documents, and work directly with our … [Read more...]
The Psychology of Planning Avoidance, Part 1
July 17, 2019. By Jennifer Wolfsberg: It’s human nature to avoid that which makes us uncomfortable. It’s also human nature to avoid topics we may not enjoy or have little to no interest in. And how about topics we are scared to discuss? These too get pushed aside. This series of articles is not designed to provide yet another “To Do List” but instead to challenge people to reflect and activate self-awareness to identify … [Read more...]
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