April 18, 2019. By Matt Okaty: Regulations often lag behind innovation, and this is certainly true of the short-term rental market which has exploded over the past ten years. AirBnB and HomeAway, the two biggest companies in this space, have transformed the lodging industry to the delight of millions of travelers and enabled virtually anyone with a spare bedroom to participate in this multi-billion-dollar industry and earn extra income. But … [Read more...]
Introducing an Additional Dog to Your Home
April 11, 2019. By J.D. Wolfsberg: As dog owners, we do our best to keep our dogs active and to give them the attention that they deserve. We hire walkers, go to the dog park, and include them on road trips to make sure that they never feel neglected. With life’s obligations, this level of canine care can be difficult to achieve all the time. I know that we felt that way with our first dog, Liberty. My fiancé proposed that the best solution … [Read more...]
Pre and Post-Sale Wealth Planning Strategies
April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients, we assist in vetting and building the team of professionals required to facilitate a smooth and optimized transaction. Such professionals include investment bankers, attorneys, … [Read more...]
Federal Reserve Leaves Rates Unchanged
March 21, 2019. By Mark Barry: Following the conclusion of its two-day March meeting, the FOMC announced its interest rate decision which was to maintain the Fed Funds rate at 2.25%-2.50% (no change). This was largely expected by investors. However, in both his prepared statement and in answering questions during the press conference, Fed chairman Jerome Powell struck a more dovish tone than anticipated by the markets and signaled that … [Read more...]
Ashley Agnew Volunteers at Gifts to Give
March 14, 2019. By Ashley Agnew: With Spring just around the corner (or at least it seems to be with my begging for its appearance), spring cleaning has begun at the Agnew household. In our home this includes the all-to-familiar task of emptying out the closets and drawers to be rid of the items of clothing that no longer fit our sizes or styles. With children of course this is a quarterly event, with some outfits making it to the donation bin … [Read more...]
Elder Financial Abuse: A Real Crisis
March 7, 2019. By Matt Okaty: According to the U.S. Census Bureau, the year 2030 will mark a pivotal demographic turning point, as seniors are projected to outnumber children for the first time in U.S. history. As the fastest growing segment of the population, seniors are expected to make up a full 20% of the population by the end of the next decade, up from 16% currently. Ten years ago, that figure stood at around 13%. This population … [Read more...]
Client Notice: Tax Documents and Trusted Contacts
February 27, 2019. By Courtney Summa: With tax season upon us and accountants quickly filling their schedules, we wanted to provide an update regarding the delivery of your tax documents and the recent request for trusted contact designations: Tax Document Delivery Status: With some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner. … [Read more...]
Keeping Brain Fog at Bay with Simple Changes
February 21, 2019. By Lori Patterson: I recently read “The Brain Fog Fix: Reclaim Your Focus, Memory and Joy in Just Three Weeks” by Dr. Mike Dow which discussed the reasons your thinking feels “foggy” or bogged down at times. Though we all feel this way at some time, it can be easy to miss the common triggers of the symptoms if not mindful. Most of us have heard the causes of these symptoms before, but it’s interesting how self-improvement … [Read more...]
Guest Blog: Why Choose Personal Training
February 13, 2019. By John Wolfsberg: With the time of resolutions starting to fade and sweater weather in full force, it can be difficult to justify going to the gym not only for motivational, but also for monetary reasons. With many chain facilities boasting low initiation fees, the more expensive yet more results-oriented fitness options can easily escape your budget. It is important to remember, however, that money spent on health and … [Read more...]
Anthony Norris Volunteers at Bryant University
February 6, 2019. By Anthony Norris: To start off 2019’s year of giving, I elected to volunteer as a judge at Bryant University’s IDEA (Innovation and Design Experience for All) competition at the recommendation of my colleague and Bryant Alumna, Ashley Agnew. The competition is a 3-day intensive course required for all freshmen which teaches students about design thinking and team collaboration. Given challenging scenarios, students are … [Read more...]
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