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Keeping Brain Fog at Bay with Simple Changes

February 21, 2019 By Ashley Agnew

Brain Fog

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...]

Filed Under: Blog, Business Planning, In the News, Uncategorized, What's New Tagged With: diet, fitness, health, lifestyle, Productivity

Guest Blog: Why Choose Personal Training

February 13, 2019 By Ashley Agnew

Michael Campanella Pex Health and Fitness

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...]

Filed Under: Blog, Family Focus, Financial Planning, In the News, Uncategorized, What's New Tagged With: fitness, health, health is wealth, motivation

Anthony Norris Volunteers at Bryant University

February 8, 2019 By Ashley Agnew

volunteering

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...]

Filed Under: Blog, Firm Events, Uncategorized, What's New Tagged With: design thinking, Volunteer, Year of Giving

Comments on Interest Rates and the Yield Curve

February 1, 2019 By Ashley Agnew

Market Data

February 1, 2019. By J.D. Wolfsberg: With a volatile interest rate environment, the yield curve is often the topic of discussion in the business media. However, this topic and its implications are not always fully understood by the general public. In short, the yield curve is a chart that measures bond investors expectations of interest rate risk and if understood correctly may help gauge the direction and health of our economy. The … [Read more...]

Filed Under: Blog, Business Planning, Fixed Income Newsletter, In the News, Uncategorized, What's New Tagged With: bond markets, fixed income, interest rates, yield curve

Guest Blog: Millennials Are Struggling

January 24, 2019 By Ashley Agnew

Technology's Effect on Sleep

January 24, 2019. By Jennifer Wolfsberg: As a firm, we always stress that heath is wealth, however oftentimes the importance of maintaining mental health can escape the message. In our volunteer work with Advocates, we have come to appreciate the work that they do for those facing challenges with various mental health conditions. Recently our conversations with the organization mirror those in the media with concerns for the overwhelming … [Read more...]

Filed Under: Blog, Family Focus, In the News, Uncategorized, What's New Tagged With: addiction, family, mental health, millennials

4 Tips for Achieving Your Financial Resolutions in 2019

January 18, 2019 By Ashley Agnew

January 18, 2019. By Olga Okaty: As a financial planner, January is always an exciting and inspiring time for me as so many of my conversations with clients center around setting financial resolutions for the year ahead to bring them closer to achieving their aspirations and bringing positive change into their lives.  This is the part of my profession that I love the most.  Together our discussions delve deep into their values, dreams and … [Read more...]

Filed Under: Blog, Financial Planning, In the News, Uncategorized, What's New Tagged With: financial planning, personal finance, resolutions

Market Commentary: Outlook and Review

January 9, 2019 By Ashley Agnew

January 9, 2019. By Mark Barry: Despite strong US economic growth and a favorable environment for corporate America, the majority of asset classes struggled to deliver positive total returns for investors in 2018. While the year started off on the right foot, bearish sentiment dominated toward the end, with December being one of the worst on record for the US equity markets. The S&P 500, Nasdaq Composite, and Russell 2000 indexes all … [Read more...]

Filed Under: Blog, Business Planning, Financial Planning, Fixed Income Newsletter, In the News, Intelligent Index Newsletter, Uncategorized, What's New Tagged With: asset allocation, bond markets, equity markets, fixed income, global markets, market commentary, portfolio management

Repost: Handling your 401(k) Between Jobs

January 3, 2019 By Ashley Agnew

401(k) when changing jobs

January 3, 2019. By Centerpoint Advisors: During this time of reflection and resolutions, perhaps one of your goals for the New Year includes new employment. According to Monster.com, January is among the best months for both job seeking and hiring.  If you find yourself searching for a new position outside of your current company, or if you are already between jobs, you may be wondering what to do about your employer sponsored retirement … [Read more...]

Filed Under: Blog, Financial Planning, In the News, Uncategorized, What's New Tagged With: 401 plan, 401k, employer plans, job search, job seeking, retirement

Year of Giving and Happy Holidays

December 24, 2018 By Ashley Agnew

December 24, 2018. By Centerpoint Advisors: It's been a wonderful year for Centerpoint Advisors. Out of all of the great projects we've worked on so diligently in 2018, we would like to take a moment to highlight our personal favorite and perhaps the most impactful: our Year of Giving charitable initiative. This past year, we made a commitment as a team to volunteer each month, with team members taking office hours to spend time … [Read more...]

Filed Under: Blog, Family Focus, Firm Events, Uncategorized, What's New Tagged With: holiday, kindness, Volunteer, volunteering, Year of Giving

Safe Practices for Online Shopping

December 20, 2018 By Ashley Agnew

December 20, 2018. By Anthony Norris: This holiday season marked a new record for online shopping. At a nearly 17% increase from 2017, online holiday sales are projected to reach $123 billion. With the ability to choose from multiple vendors, compare prices, and have packages delivered right to your door without having to leave the comfort of home, it is no wonder that online shopping continues to grow in popularity. Unfortunately, this … [Read more...]

Filed Under: Blog, Family Focus, In the News, Uncategorized, What's New Tagged With: cyber risk, cybercrime, holiday shopping, Holidays, identity theft, online shopping

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