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...]
Behind the Scenes: Compliance Management
July 8. 2019. By Matthew Okaty: My role at Centerpoint encompasses several different areas, including compliance, client portal management, charitable account assistance, as well as business continuity and cybersecurity. Each day usually involves getting pulled in a lot of different directions, which can get quite busy but definitely keeps things interesting. While one of my greatest skillsets is research and analysis, I also enjoy … [Read more...]
Holiday Hours and Market Closing Schedule
July 3, 2019. By Ashley Agnew: Kindly note that we will be following the market schedule in observance of the holiday and our office will be closed at 1:00pm on Wednesday, July 3rd and for the full day on Thursday July 4th. We will resume normal business hours on July 5th. We wish everyone a safe and Happy Independence Day. … [Read more...]
Exploring Grief Support With The Children’s Room
July 2, 2019. By John Wolfsberg. On June 18th we had the pleasure of hosting representatives from The Children’s Room to learn more about living through loss. The Children’s Room is a grief center in Arlington, MA offering free services to children, teens, and families who have experienced the unexpected death of a parent or sibling. At Centerpoint, we often help clients navigate the estate side of loss as a natural element of our … [Read more...]
Making the Most of Your Summer in the City
June 27, 2019. By Centerpoint Advisors: Working a summer internship has several benefits to college students including career exploration, increasing personal marketability, networking, and tailoring professional skills for future employment. These career-building opportunities come at a cost, however, as most interns must give up their summers and work a 9-5 job, and some must even relocate from different states to be closer to their … [Read more...]
Olga Featured in Scholarship America Article
June 20, 2019. By Ashley Agnew. As our work increasingly involves engaging with the next generation as they prepare for, enter, experience, and exit college, we have conducted extensive research into ways to help these young adults build sound financial habits. Our QuickStart Consultation has been very popular among this group and is led by Principal and Director of Financial Planning, Olga Okaty. Olga was recently interviewed for her … [Read more...]
5 Reasons to Get Your Pilot’s License
June 14, 2019. By Anthony Norris: The summer season is in full swing, and with it brings warmer weather and ideal conditions to hop in an airplane and take to the skies. Experiencing the thrill and freedom of piloting an airplane is second to none. To the general population it may seem to be a privilege only available to a select few, however with a bit of research you may find that getting a pilot’s license is more obtainable than you think. … [Read more...]
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