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...]
Shred Day: The Disposal of Sensitive Documents
May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon us, the urge to tidy up is ever present. To assist in the process, we recently hosted a Secure Shred day on May 10th at the Centerpoint office. At the event, clients were able to properly dispose of any sensitive documents or paperwork. We coordinated with Shred King to ensure that, just as they are in place for our everyday office use, the best procedures were used … [Read more...]
Olga Okaty Named Principal at Centerpoint Advisors
May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the firm while also acting as a senior investment advisor. Taking a greater role in client relationship management and strategic planning in recent years, her internal leadership has … [Read more...]
Behind the Scenes: Client Operations
May 2, 2019. By Lori Patterson: A look into the daily events of your operations team… Every day is different…there’s not a lot of monotony here! We begin our day verifying money transfers and any service items that may have been requested off hours. We review for accuracy, and then tackle any problems or oversights that may have occurred. There are many steps involved in ensuring that money movements are processed correctly, with … [Read more...]
Short-Term Rentals: New Regulations in MA
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...]
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