April 7, 2020. By Lori Patterson: Sudden changes in your normal schedule and routine can be stressful, and even a bit annoying, especially for prolonged periods of time. With many of us required to work remotely in the current circumstances, some people are noticing odd behaviors from their pets. Although our pets are very likely to love the extra attention, the sudden and often chaotic family and household adjustments can create uncertainty … [Read more...]
Stimulus Payments and Retirement Plan Relief
April 2, 2020. By Olga Okaty: As the current health and economic situations continues to evolve, we wanted to share two important planning updates resulting from recent legislation and policy developments: Stimulus Payment Timeline and Details The Treasury Department and the IRS announced this week that IRS will begin distribution of stimulus payments in the next three weeks. The payments will be distributed automatically, with no … [Read more...]
Client Notice re: Taxes, Commentary, and Continuity
March 26, 2020. By Ashley Agnew: With the recent health and market concerns, we wanted to reach out with a brief update on tax documents, our own business continuity plan and market commentary: Tax Document Delivery All tax documents related to your Centerpoint investment accounts have been distributed via ShareFile secure link to you or your tax professionals on record. For your security, this link expires within one month of receipt. If … [Read more...]
Normal Hours of Operation to Continue
March 16, 2020. By Centerpoint Advisors: With the recent directive causing the closure of many educational, leisure, and professional establishments, and with the proactive closing of many other venues, we wanted to make you aware that we have taken steps to ensure the continuity of our business and services while keeping our employees safe and healthy. Please rest assured that our business continuity practices and processes have been … [Read more...]
Putting Market Downturns Into Perspective
March 12, 2020. By Mark Barry: Since emerging from the 2008 financial crisis, markets can overall be considered cooperative. Stocks have continued to move higher, while falling bond yields saw fixed income investors enjoy bumper returns. Volatility remained low relative to history, and while we did see occasional spikes these moves were typically short-lived. Both the rapid nature of the recent correction in the equity markets and the … [Read more...]
Coronavirus Fears Drive Market Correction
February 27, 2020. By Mark Barry: After significant selling earlier in the week, global equity markets came under further pressure today as investors grapple with the coronavirus (COVID-19) outbreak and its impact on economic growth. As of this writing, the S&P 500 Index is down -10.7% for the week, while the yield on the US 10-Year Treasury has moved from 1.47% to 1.30%. While the initial outbreak in China spooked markets, … [Read more...]
Choosing a Vacation Destination for All Ages
February 25, 2020. By Ashley Agnew: With a minimum ten-year age difference between all of our family’s children, even a family trip consisting of just the members of our household is multigenerational. Wishing for our next vacation to be enjoyable for all parties (and having unsuccessfully gone the “this year for you, next year for me, etc.” route) we reached out to family travel specialist, Christina Vieira, for her advice on destinations … [Read more...]
With These Rates, Should I Refinance My Mortgage?
February 18, 2020. By John Wolfsberg: Mortgage rates continue to be at all time lows as the yield on the 10yr US Treasury is driven lower. This is largely attributable to several factors including a lack of inflationary pressures, expectations of a slowing economy and in some cases a flight to quality. That said, many homeowners are refinancing their mortgages, allowing them to reap the benefits of lower monthly payments or reducing the life … [Read more...]
Market Implications of the Wuhan Coronavirus
February 11, 2020. By Mark Barry Written with information as available on January 31, 2020: Concern over the spread of the Wuhan coronavirus has continued to weigh on markets, with the S&P 500 Index and MSCI China Index down about -1.80% and -2.00% respectively on the day. This risk off-sentiment has also been reflected in the bond market, with 10-Year Treasury yields approaching 1.50% after trading above 1.80% for the first few weeks of … [Read more...]
Owner Occupied Rental Properties
February 4, 2020. By Anthony Norris: Getting into real estate investing can be challenging, especially if you have limited experience and resources. A good starting point, however, may be to research the value of owner-occupied properties. This style of living provides an alternative source of income while you get a real taste of what property management takes. Such experience can translate into informative real estate investments in the … [Read more...]
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