January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and return deadlines approaching, Centerpoint Advisors would like to make this-time as seamless and stress free as possible for our clients. We work closely with our custodian to consolidate and deliver directly any tax documentation related your Centerpoint accounts. We will provide each of you with the most up to date tax documents, or with client authorization, we can … [Read more...]
Addressing Compassionate Caregiving Burnout
January 17, 2020. By Jennifer Wolsfberg: At some point in our lives, we all find ourselves taking on the role of a caregiver for a loved one. This can take many forms, with most cases involving caring for a child, spouse, parent or friend. Whether the catalyst leading to the need for assistance is the result of an emergency or a longstanding condition, being aware of the risk for compassionate care burnout has never been more important. … [Read more...]
Strategies from the SECURE Act and TCDR Act
January 10, 2020. By Olga Okaty: In the final weeks of 2019, two important pieces of legislation – the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) and the Taxpayer Certainty and Disaster Relief Act of 2019 (the TCDR Act) were passed by Congress and signed into law by the President. While not nearly as sweeping as the tax reforms enacted by the Tax Cuts and Jobs Act two years ago, both the SECURE Act and TCDR … [Read more...]
Happy New Year and Holiday Hours
December 31, 2019. By Ashley Agnew: We hope that all of our readers are closing out 2019 with a sense of peace, gratitude, and accomplishment as we enter the new year. A time for resolutions and forward thinking by nature, be sure to take a moment to realize all that was enjoyed, built, or overcome during the past year as well. In our conversations with clients, colleagues, and other professionals we are inspired everyday by the stories of … [Read more...]
Looking Forward to 2020 with Creative Little Leaders
December 23, 2019. By Jennifer Wolfsberg: Year-end is always a reflective time, and our team has enjoyed looking back at our philanthropic experiences throughout the year. As you may recall, our charitable initiative for 2019 was to dedicate office hours each month to volunteering and spreading awareness of the great organizations in our community. With a similar mission in 2018, we chose causes that were close to us personally. Through that … [Read more...]
Equifax Class Action Settlement Deadline
December 19, 2019. By Matt Okaty: At last, the two-year saga stemming from Equifax’s massive data breach is nearing the final stages. If you have not already done so, January 22, 2020 is the deadline for filing a claim for benefits from the class action settlement (a hearing is scheduled for December 19, 2019 for court approval of the proposed settlement). Filing a claim just takes a few minutes and can be done online at … [Read more...]
Guide to Practicing Meditation in Sports and Life
December 11, 2019. By Lori Patterson: I recently took a six-week class to learn meditation for sports. As you may recall from my previous writings, I am an avid runner with many of my routines including long distances and marathon training. Meditation during athletic activities helps to be mindful of the present and listen to your body, while accepting any limitations or pains and sometimes breathing through them (to be explained later!). … [Read more...]
Charitable Giving Strategies: Many Options for Investors
December 6, 2019. By Courtney Summa: With the end of the year approaching, about a third of the year’s annual giving takes place. It’s wonderful to see so many people supporting worthy charitable organizations to help make a difference. Whether you support our veterans, the environment, animals, cancer research, or our fellow man, there are many charities that can use the help. When individuals consider donating to a cause, many typically … [Read more...]
Happy Thanksgiving and Holiday Hours
November 26, 2019. By Centerpoint Advisors: Centerpoint Advisors would like to wish all of our our friends, family, clients, and colleagues a wonderful Thanksgiving. We hope you will be able to spend this day with those who are closest to you. So that we may do the same, our office hours will be following the market closing times, and will be closed for the day on Thursday, November 28th, and at 1:00pm on Friday, November 29th 2019. Thank you … [Read more...]
Commentary: A Closer Look at Q3 Earnings
November 19, 2019. By Mark Barry: The macro picture has become more supportive for US equity markets in recent weeks. Economic data is suggesting continued growth, monetary policy is becoming more accommodative, and rhetoric from the US and China indicates a possible détente in their ongoing trade dispute. All of these are important risk factors for the equity markets, and as such have dominated headlines in the business press (along with a … [Read more...]
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