Juneteenth National Holiday Hours June 17th, 2025 As we honor Juneteenth National Independence Day on Thursday, June 19, 2025, please be aware of the following schedule changes and deadlines: All U.S. equity and bond markets will be closed. Fidelity Investments will...
Learning to Save Lives: Our Team’s CPR/AED Training Experience June 6th, 2025 At Centerpoint Advisors, we believe that personal growth doesn’t just happen behind a desk—it happens when we step out of our comfort zones, learn something new, and come together as a...
Spring Cleaning Your Finances: Five Steps to a Fresh Start May 12th, 2025 Spring is a time of renewal. Many of us are clearing the clutter in our homes and looking for a fresh start. While you may be organizing your closet or deep cleaning your kitchen, don’t forget...
Do children really need to know about the economy? April 8, 2025 Imagine you wake up one day, and though you are surrounded by all the people you love at home, everyone is speaking a completely different language. You don’t understand any of the words except for a few...
G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
