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Upcoming Office Closures & Holiday Hours November 21st, 2025 ...
Medicare Reminders 2025
Medicare Planning Resources and RemindersOctober 31, 2025 Several updates...
Upcoming Office Closures & Holiday Hours
Upcoming Office Closures & Holiday HoursAugust 28th, 2025 As we plan...
2nd Quarter Commentary and 2025 Outlook
2nd Quarter Commentary and 2025 OutlookAugust 8, 2025: The ease of access...
Charity Profile: Learning about Change is Simple with Janelle Rolke
Charity Profile: Learning about Change is Simple with Janelle Rolke ...
Upcoming Office Closures & Holiday Hours
Upcoming Office Closures & Holiday HoursJune 26th, 2025 As we...
Juneteenth Holiday Hours
Juneteenth National Holiday HoursJune 17th, 2025 As we honor Juneteenth...
Learning to Save Lives: Our Team’s CPR/AED Training Experience
Learning to Save Lives: Our Team's CPR/AED Training ExperienceJune 6th,...
Spring Cleaning Your Finances: Five Steps to a Fresh Start
Spring Cleaning Your Finances: Five Steps to a Fresh Start May 12th, 2025...
Do Kids Really Need to Know About the Economy?
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G2 Graduates: Building Leadership in Wealth Management
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Market Note: Comments on Recent Volatility
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2024 Tax Season Updates – March 2025
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Social Security Fairness Act: Key Updates for Public Pension Holders
Social Security Fairness Act: Key Updates for Public Pension...
National Day of Mourning: January 9, 2025 – Key Updates
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Wrapping Up 2024: Year-End Deadlines and Holiday Hours
Wrapping Up 2024: Year-End Deadlines and Holiday HoursDecember 20th, 2024...
Festive Finances and Holiday Hours
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Stay Vigilant: Protect Yourself from AI-Driven Scams This Holiday Season
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September Jobs Report Triggers Shift in Interest Rate Outlook
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Gen Z Debt Trap
Director Ashley Agnew featured on WSJ Podcast October 7, 2024 Many of...
Guest Blog: CDFA Impact on Mediated Divorces
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Estate Planning Steps and Reminders
Estate planning is easy to overlook but incredibly important when...
Basic Financial Considerations for College Applicants
If you or someone in your network is a parent of one of the over 18...
4th Quarter Market Commentary and 2024 Outlook
4th Quarter Commentary and 2024 OutlookFebruary 1, 2024: The ease of...
Client Notice: Tax Document Delivery and Reminders
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CNN Speaks with Ashley on 2024 Financial Resolutions
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Ashley Agnew Interviewed for Everyday Health Article on Financial Wellness
Financial Wellness: Health and Tactics November 29, 2023: Christine Byrne...
Happy Thanksgiving and Holiday Hours
Happy Thanksgiving and Holiday HoursNovember 21, 2023: We wish you a very...
Rising Interest Rate Environment: Opportunities and Consequences
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When You’re Feeling “Stuck”: Anatomy of a Breakthrough
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What You Need to Know from the MA Tax Relief Bill
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Rising Home Insurance Rates Sweep the Country, Especially Florida and Coastal Regions
Homeowners in Florida may be experiencing an insurance frenzy as a...
Back to School During Life Changes and Challenges
“August is like the Sunday of Summer…” This meme has been popping up...
Changes for 2023 from the FAFSA Simplification Act
With college application season right around the corner, we wanted to...
Second Quarter Market Commentary with Mark Barry CFA
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Active Retirement Communities
As the number of senior citizens in the United States continues to grow,...
Happy Independence Day and Holiday Hours
We hope you have a wonderful holiday week planned and with the 4th of...
Key Points of the Fiscal Responsibility Act of 2023
Amidst debt ceiling crisis fears, President Biden signed the Fiscal...
Financial Wellness Checkup
Graduations are here, weather is warming, and invitations to fun events...
Investor Considerations: Interest Rates and Money Markets
March 10, 2023: Inflation and interest rate movements continue to be the...
Reflect and Plan to Save on Travel
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Market Hours and February Break Boredom Busters in Boston
Market Hours and February Boredom Busters in BostonFebruary 16, 2023:...
Mark Barry Shares 4th Quarter Commentary, 2023 Outlook
Q4 Commentary and 2023 Outlook with Mark Barry February 9, 2023: The ease...
Client Notice: 2022 Tax Document Delivery
Friendly Reminder: Online Safety During Tax SeasonMarch 24, 2023 We hope...
Exciting News from Centerpoint Advisors
Charity Spotlight: Science Club for GirlsApril 6, 2023: We are so...
SECURE 2.0 and Retirement Planning Updates
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7 Things to Ask Your New Trainer in 2023
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Increased Retirement Plan Contribution Limits for 2023
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Season’s Greetings and Holiday Hours
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Does Focusing on the Long-Term Payoff in Investing? Seeing is Believing.
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Happy Thanksgiving and Holiday Hours
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IRS Announces 2023 401(k) and IRA Limit Increases
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Guest Blog: SBP Plans with Daniel Kopp
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Year End Planning and Tax Loss Harvesting
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Slowing Down During Busy Months
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Q3 Commentary with J.D. Wolfsberg
Q3 Commentary with J.D. WolfsbergOctober 21, 2022: The ease of access to...
Student Loan Forgiveness Update and Reminders
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Hotline Provides Mental Health Resources to New Mothers
Hotline Provides Mental Health Resources to New Mothers:...
The Federal Reserve and Market Volatility
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Olga Okaty Presenting on Medicare for USA500 Group
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How to Keep A Healthy Routine While Traveling for Work
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Loan Forgiveness, Refund, and Repayment Changes. Answers to FAQs
Answers to frequently asked questions about the recent student loan forgiveness announcement and it’s impact on millions of borrowers.
Ashley Agnew Discusses Retirement Timing with MarketWatch
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Remembering Gratitude in the Final Weeks of Summer
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Will I Ever See an Increase in my Savings Account Rate?
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What are I Bonds, and Why Are They Everywhere Lately?
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Second Quarter Market Commentary, July 2022
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Cutting Down on College Costs Without Student Loans
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Local Tradition Helps Support Local Charity the Oliva Fund
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Measuring Inflation: CPI vs. the PCE Price Index
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Top of Mind: Five Charts for Investors
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Guardianship and Alternatives for Adult Children with Disabilities or Impairments
Guest Blog: Guardianship Options for Adult Children June 13, 2022: In...
Key Questions to Reflect on Your Money Style
Questions to Help Find Your Money ArchetypeJune 6, 2022. By Ashley...
Market Update: Current Market Environment and Addressing Volatility
Market Update: Current Market Environment and Addressing VolatilityMay...
Holiday Hours – Memorial Day 2022
Happy Memorial Day and Holiday Hours May 25, 2022: We wish you and your...
Cryptocurrency Update: Terra and Stablecoins
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Widows, Grief, and Finance: Ashley Contributes to Award Winning Paper
Ashley Contributes to Award Winning Paper on Widows, Grief, and MoneyMay...
JD Wolfsberg shares 1st Quarter Market Commentary, 2022
Q1 Commentary with J.D. WolfsbergApril 19, 2022: The ease of access to...
Office and Market Hours for Good Friday, 2022
Office and Market Hours for Good Friday 2022April 13, 2022: We wish you...
Bonds in a Rising Interest Rate Environment
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Centerpoint Team Completes Dementia Live Training
Centerpoint Team Completes Dementia Live TrainingApril 6, 2022: We have...
Trainer Shares 6 Lifestyle Changes for a Higher Quality of Life
6 Lifestyle Changes for a Higher Quality of LifeApril 1, 2022: Our...
Taxes and Money Stress: Ashley Agnew Interviewed on NPR
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Navigating Elder Care and Building a Health Care Team
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Russia/Ukraine: Geopolitical Events, Stocks, and Commentary
We hope you enjoy this commentary and with a quickly shifting...
Student Loan Payment Pause Extended
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Performance and Benchmark Considerations
Performance Considerations: Diversification and BenchmarksJanuary 31,...
4th Quarter Market Commentary and Outlook
Fourth Quarter Market CommentaryJanuary 13, 2022: The ease of access to...
What Is a Tax Credit, and Which Apply to Me?
What are Tax Credits, and Which Apply to Me?January 6, 2022: Throughout...
PPP Forgiveness and Tax Planning
PPP Loan Forgiveness and Tax Planning December 27, 2021: The approaching...
Merry Christmas and Holiday Hours
Merry Christmas and Holiday HoursDecember 20, 2022: We wish you and your...
Good Grief: Adjusting to the Short Winter Days
Good Grief: Adjusting to Short Winter DaysDecember 14, 2021, By Ashley...
Season’s Greetings From Centerpoint Advisors
Happy Holidays and 2022 Charitable InitiativeDecember 12/8/21, By Ashley...
Happy Thanksgiving and Holiday Hours
Happy Thanksgiving and Holiday HoursNovember 23, 2021: We wish you and...
Repost: Cybersecurity While Traveling
Repost: Cybersecurity While Traveling After a rather secluded holiday...
Shop Early and Get Creative This Season
Shop Early and Get Creative this SeasonNovember 4, 2021: Halloween is now...
3rd Quarter Commentary from Mark Barry CFA
Q3 Commentary with Mark BarryOctober 27, 2021: The ease of access to...
Changes to FAFSA: Good News for Grandparent 529s
FAFSA Changes: Good News for Grandparent 529 Plans October 8, 2021: By...
Skin Safety Doesn’t End With Summer
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Guest Blog: Is Being a Renter Really a Bad Choice?
Guest Blog: Is Long-term Renting a Bad Choice? September 15, 2021. By...
Market Update: Back from the Beach, Investors Refocus on Risks
Market Update: Back from the Beach, Investors Refocus on RisksSeptember...
Small Business Spotlight: Sea Nuts
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Preparing a Rising Freshman in 2021
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What to do When Pet Ownership is Overwhemling
When Pet Ownership is OverwhelmingMay 6, 2021. By Ryan McLaughlin: Along...
What’s The Deal with Meme Stocks?
What's The Deal with Meme Stocks?July 28, 2021. By Ryan McLaughlin: “Meme...
2nd Quarter Commentary with Mark Barry
Q2 Commentary with Mark BarryJuly 15, 2021: The ease of access to...
Happy Independence Day and Holiday Hours
Happy 4th of July and Holiday Hours July 1, 2021: We wish you and your...
Ways to Be Prepared For Hurricane Season
Be Prepared for Hurricane SeasonSummer is here and though the colder...
Guest Blog: Reconnecting Mindfully
Guest Blog: Reconnecting MindfullyJune 18, 2021: This week marks the end...
401k Reminders: Roth, Traditional, and Contribution Limits
401k Reminders: Roth, Traditional, Contribution Limits. June 7, 2021 The...
NFTs and Art in the Digital Age
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An Introduction to DeFi (Decentralized Banking)
An Introduction to DeFi (Decentralized Banking)May 24, 2021. By Matthew...
Understanding Special Purpose Acquisition Corporations
Understanding Special Purpose Acquisition CorporationsMay 14, 2021. By...
Bitcoin Basics and Thoughts on Digital Currency
Bitcoin Basics and Thoughts on Digital CurrencyMay 6, 2021. By JD...
Repost: Spring Cleaning Your Finances
Repost: Spring Cleaning Your FinancesOriginally posted May 14, 2018. By...
Not a Morning Person, And That’s Okay.
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IRS Issues Warning About Email Scam
IRA Issues Warning About Email ScamApril 6, 2021. By Matthew Okaty: As...
Centerpoint Office Holiday Hours for Good Friday
Holiday Hours for Good FridayApril 1, 2021: We wish you and your families...
The Team at Centerpoint is Growing
Centerpoint Welcomes New Team MembersMarch 26, 2021, By Ashley Agnew:...
Tax Deadline Extended for Individuals
Tax Deadline Extended for IndividualsMarch 19, 2021: The Treasury...
Networking in a Virtual World
Networking in a Virtual World February 19, 2021. By Ashley Agnew: While...
Guest Blog: Millennials’ Home Shopping Fantasies
Guest Blog: Millennials’ Home Shopping Fantasies2/9/2021: Provided by...
Client Notice: Tax Document Update
Client Notice: Tax Document DistributionFebruary 1, 2021. By Kevin...
Jennifer Wolfsberg Featured on XPX Panel
Featured Panel: When Advisors CollideJanuary 28, 2020. By Ashley Agnew: A...
Discussing Personal Debt in a Relationship
Discussing Personal Debt in a RelationshipJanuary 15, 2021. By Ashley...
2nd Stimulus Bill Updates and Planning Opportunities
Second Stimulus Bill: Updates and Planning OpportunitiesJanuary 6, 2021....
Coming Together and Looking Ahead
Coming Together and Looking AheadDecember 22, 2020, By Ashley Agnew: It's...
Client Notice: 2020 Year End Reminders
Client Notice: Year-end RemindersDecember11, 2020: With additional...
Guest Blog: Reviewing Life Insurance
Guest Blog: Reviewing Life InsuranceDecember 4, 2020: Life insurance is...
Happy Thanksgiving and Holiday Hours
Happy Thanksgiving and Holiday HoursNovember 25, 2020: We wish you and...
Politics and Your Portfolio: Navigating the 2020 Elections
Politics and Your Portfolio: Navigating the 2020 ElectionsOctober 28,...
Behavioral Interviews and Graduate Challenges
Behavioral Interviews and Graduate Challenges October 20, 2020: By Ashley...
Prenup Planning and Considerations
Prenup Planning and ConsiderationsOctober 14, 2020. By Jennifer...
Visualizing and Realizing Your Retirement Reality
Visualizing and Realizing Your Retirement RealityOctober 7, 2020. By...
Dealing with Financial Survivor’s Guilt
Working hard to maintain secure employment in a successful
The Refinancing Landscape: What To Expect
With interest rates hovering at historic lows, mortgage brokers, lenders,...
Fed Anticipates Near-Zero Rates for 3+ Years
Bloomberg reported today that the Federal Reserve expects to hold rates...
Repost: 3 Financial Buckets to Fill
In the current conditions, some are fortunate to have an increased...
Back to School Blues? Time to Talk About It.
Back to School looks very different this year, and for some this is a...
Make My Money Work For Me
In our conversations with prospective clients, young professionals, and...
LFH: Realities and Tips for Life From Home
After months of basically quarantining as a family with little ones and...
Planning for Home Improvements
With summer activities now limited and more time spent at home, it can be...
Repost: The Benefits of Kindness and Compassion
Given the challenges faced by so many in the current environment, we...
Social Security Myths- Olga featured in U.S. News Article
Navigating Social Security benefits can be challenging. Numerous filing...
Wealth Transfer: More than Just Assets
In dealing with families on a holistic planing level, we often provide...
Holiday Hours and Market Schedule
Kindly note that we will be following the market schedule in observance...
A Convenient Way to Get Away: Timeshare Basics
With days now longer and weather warmer, it is easy to slip into a...
Business Re-entry: Risk and Insurance Considerations
While the past few months have been an extremely difficult and...
Resources for Hurricane Season along the Atlantic
With the official start of hurricane season along the Atlantic Ocean only...
Details on Mortgage Forbearance Program
While there are many relief programs and packages being introduced to...
Jennifer Wolfsberg Featured on Radio Entrepreneurs
Managing Principal Jennifer Wolfsberg was recently featured on Radio...
My Trainer Thinks I’m a Superhero
My new trainer is fierce. She’s tough, needy, and when I tell you she has...
An Update on Recent Market Activity
With the current health and economic environments seemingly in a constant...
Finding Financial Harmony in Your Relationship
Despite best efforts, it can be difficult to talk about finances, and...
Finding Power in the Pivot: Resources for Change
Anyone who has played or is a fan of basketball knows the power of the...
Fairway Provides Update on Mortgage Industry
Fairway Mortgage recently hosted a webinar regarding the current state of...
Hofmann Shares Important Insurance Considerations
In speaking with the many professionals with whom we collaborate on...
Working from home? So are your pets.
Sudden changes in your normal schedule and routine can be stressful, and...
Stimulus Payments and Retirement Plan Relief
As the current health and economic situations continues to evolve, we...
Client Notice re: Taxes, Commentary, and Continuity
With the recent health and market concerns, we wanted to reach out with a...
Normal Hours of Operation to Continue
With the recent directive causing the closure of many educational,...
Putting Market Downturns Into Perspective
Since emerging from the 2008 financial crisis, markets can overall be...
Coronavirus Fears Drive Market Correction
After significant selling earlier in the week, global equity markets came...
Choosing a Vacation Destination for All Ages
February 25, 2020. By Ashley Agnew: With a minimum ten-year age...
With These Rates, Should I Refinance My Mortgage?
February 18, 2020. By John Wolfsberg: Mortgage rates continue to be at...
Market Implications of the Wuhan Coronavirus
February 11, 2020. By Mark Barry Written with information as available on...
Owner Occupied Rental Properties
February 4, 2020. By Anthony Norris: Getting into real estate investing...
Home Purchase in Boston? Use This Tax Exemption
January 31, 2020. By J.D. Wolfsberg: With it's large number of...
Client Notice: Important Tax Document Information
January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and...
Addressing Compassionate Caregiving Burnout
January 17, 2020. By Jennifer Wolsfberg: At some point in our lives, we...
Strategies from the SECURE Act and TCDR Act
January 10, 2020. By Olga Okaty: In the final weeks of 2019, two...
Happy New Year and Holiday Hours
December 31, 2019. By Ashley Agnew: We hope that all of our readers are...
Looking Forward to 2020 with Creative Little Leaders
December 23, 2019. By Jennifer Wolfsberg: Year-end is always a reflective...
Equifax Class Action Settlement Deadline
December 19, 2019. By Matt Okaty: At last, the two-year saga stemming...
Guide to Practicing Meditation in Sports and Life
December 11, 2019. By Lori Patterson: I recently took a six-week class...
Charitable Giving Strategies: Many Options for Investors
December 6, 2019. By Courtney Summa: With the end of the year...
Happy Thanksgiving and Holiday Hours
November 26, 2019. By Centerpoint Advisors: Centerpoint Advisors would...
Commentary: A Closer Look at Q3 Earnings
November 19, 2019. By Mark Barry: The macro picture has become more...
Planning For Veterans and Service Members
November 7, 2019. By Anthony Norris: As Veteran's Day approaches we are...
Article Review: Fixed Income a Mystery to Many Investors
October 31, 2019. By John Wolfsberg: A recent Bloomberg article indicated...
Prof. Alon Friedman PhD. Speaks at Centerpoint
October 21, 2019. By Ashley Agnew: We are so very lucky to have such...
Healthy Habits for a Working Professional
October 15, 2019. By Kevin Donohue: Throughout the week we are often so...
Article Review: Self-Defense Against Scams
October 3, 2019. By Jennifer Wolfsberg: Just when you think you have...
HSAs: An Option Worth Considering
September 25, 2019. By Matt Okaty: If you believe that the majority of...
The True Investment of Higher Education
September 13, 2019 By J.D. Wolfsberg: It was in a macroeconomics course...
Book Review: Atomic Habits by James Clear
September 5, 2019. By Lori Patterson: Atomic Habits: An Easy & Proven...
The Benefits of Student Led Investment Funds
August 28, 2019. By Anthony Norris: With rising competition among higher...
How to Semi-Retire Successfully
August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in...
Behind the Scenes: Investment Management
August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment...
Ashley Agnew Moderates Crisis Communication Panel
August 1, 2019. By Ashley Agnew: As a firm we constantly search for new...
Behind the Scenes: Client Service and Reporting
July 25, 2019. By Courtney Summa: When someone asks me what my role...
The Psychology of Planning Avoidance, Part 1
July 17, 2019. By Jennifer Wolfsberg: It’s human nature to avoid that...
Behind the Scenes: Compliance Management
July 8. 2019. By Matthew Okaty: My role at Centerpoint encompasses...
Holiday Hours and Market Closing Schedule
July 3, 2019. By Ashley Agnew: Kindly note that we will be following the...
Exploring Grief Support With The Children’s Room
July 2, 2019. By John Wolfsberg. On June 18th we had the pleasure of...
Making the Most of Your Summer in the City
June 27, 2019. By Centerpoint Advisors: Working a summer internship has...
Olga Featured in Scholarship America Article
June 20, 2019. By Ashley Agnew. As our work increasingly involves...
5 Reasons to Get Your Pilot’s License
June 14, 2019. By Anthony Norris: The summer season is in full swing, and...
Global Spotlight: US-China Trade Recap
June 4, 2019. By Mark Barry: For over a year the United States and China...
Shred Day: The Disposal of Sensitive Documents
May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon...
Olga Okaty Named Principal at Centerpoint Advisors
May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty...
Market Update: May 10th, 2019
May 10, 2019. By J.D. Wolfsberg: We have seen generally upward trending...
Behind the Scenes: Client Operations
May 2, 2019. By Lori Patterson: A look into the daily events of your...
Short-Term Rentals: New Regulations in MA
April 18, 2019. By Matt Okaty: Regulations often lag behind innovation,...
Introducing an Additional Dog to Your Home
April 11, 2019. By J.D. Wolfsberg: As dog owners, we do our best to keep...
Pre and Post-Sale Wealth Planning Strategies
April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint...
5 Tips to Prepare for Your Move
March 28, 2019. By Olga Okaty: Roughly 40 million Americans move relocate...
Federal Reserve Leaves Rates Unchanged
March 21, 2019. By Mark Barry: Following the conclusion of its two-day...
Ashley Agnew Volunteers at Gifts to Give
March 14, 2019. By Ashley Agnew: With Spring just around the corner (or...
Elder Financial Abuse: A Real Crisis
March 7, 2019. By Matt Okaty: According to the U.S. Census Bureau, the...
Client Notice: Tax Documents and Trusted Contacts
February 27, 2019. By Courtney Summa: With tax season upon us and...
Keeping Brain Fog at Bay with Simple Changes
February 21, 2019. By Lori Patterson: I recently read “The Brain Fog...
Guest Blog: Why Choose Personal Training
February 13, 2019. By John Wolfsberg: With the time of resolutions...
Anthony Norris Volunteers at Bryant University
February 6, 2019. By Anthony Norris: To start off 2019’s year of giving,...
Comments on Interest Rates and the Yield Curve
February 1, 2019. By J.D. Wolfsberg: With a volatile interest rate...
Guest Blog: Millennials Are Struggling
January 24, 2019. By Jennifer Wolfsberg: As a firm, we always stress that...
4 Tips for Achieving Your Financial Resolutions in 2019
January 18, 2019. By Olga Okaty: As a financial planner, January is...
Market Commentary: Outlook and Review
January 9, 2019. By Mark Barry: Despite strong US economic growth and a...
Repost: Handling your 401(k) Between Jobs
January 3, 2019. By Centerpoint Advisors: During this time of reflection...
Year of Giving and Happy Holidays
December 24, 2018. By Centerpoint Advisors: It's been a wonderful year...
Safe Practices for Online Shopping
December 20, 2018. By Anthony Norris: This holiday season marked a new...
The Many Benefits of Kindness and Compassion
December 13, 2018. By Ashley Agnew: Wrapping up our Year of Giving, our...
Saving 6 Million Minds: Dr. Paul Solomon at Centerpoint
December 3, 2018. By Ashley Agnew: Alzheimer’s Disease is a condition...
Courtney Summa Volunteers with Lovin’ Spoonfuls
November 26, 2018. By Courtney Summa: Did you know that over 96 billion...
Beat the Stress! Tips For a Great Commute
November 13, 2018. By Lori Patterson: Living or working in the Boston...
Olga Okaty Featured in Senior Living Blog
November 9, 2018. By Ashley Agnew: Our Director of Financial Planning,...
Three Financial Buckets to Fill
October 30, 2018. By John Wolfsberg: We meet often with individuals and...
Jennifer Wolfsberg in Authority Magazine
October 18, 2018. By Jennifer Wolfsberg: I recently had the honor of...
Self-Reliance in the Modern Age
October 22, 2018. By Matthew Okaty: When it comes to technology and...
Anthony Norris Volunteers with Save The Bay
October 4, 2018. By Anthony Norris: In recognition of Centerpoint’s Year...
Managing the Lost and Found Box for Your Family
September 27, 2018. By Jennifer Wolfsberg: Each year there are millions...
Overcoming the Obstacle of Credit Card Debt
September 21, 2018. By Courtney Summa: It’s always a good feeling when...
Freshman v. Senior Year College Budgeting
September 12, 2018. By Anthony Norris: Attending college is a...
Review: The Life-Changing Magic of Tidying Up
September 7, 2018. By Lori Patterson: For many, the act of tidying is a...
Olga Okaty Volunteers at Free Fun Friday in Concord
August 31, 2018. By Olga Okaty: As part of our Year of Giving charitable...
Exchange Traded Funds or Mutual Funds?
August 23, 2018. By J.D. Wolfsberg: No one can accuse the financial world...
Repost: Is it Time to Schedule Your RMD
Original Post: August 23, 2016. By Lori Patterson: Lori originally posted...
Guest Blog: “Prepare for Landing” by Ashley Niemiec
August 7, 2018. By Jennifer Wolfsberg: In our conversations with clients,...
Matt Okaty Volunteers at Memory Cafe in Cambridge
July 31, 2018. By Matthew Okaty: "Nothing is ever really lost to us as...
Portfolio Commentary: Performance Benchmarking
July 25, 2018. By Mark Barry: After a year in which almost all asset...
Yields on Money Market Funds are Moving Up-Finally
July 17, 2018. By John Wolfsberg: It wasn’t too long ago that yields on...
Tips for Flying with Babies and Toddlers
July 13, 2018. By Lori Patterson: Whether getting away for a few weeks or...
Smooth Sailing and Boat Purchasing Tips
July 2, 2018. By Anthony Norris: Summer is in full swing and with...
Jennifer Wolfsberg Featured on Leadership Panel
June 26, 2018. By Ashley Agnew: On Tuesday, June 19th Jennifer...
Best Practices for Starting an Emergency Savings Fund
June 21, 2018. By Courtney Summa: Life is full of adventure and...
Marijuana: Open for Business in Massachusetts
June 15, 2018. By Matt Okaty: The recreational marijuana industry in...
Fresh Starts and Winding Roads: Advice to Graduates
June 5, 2018. By Ashley Agnew: We have finally reached June and the...
Jennifer Wolfsberg Volunteers at the NAMI Mass Walk
May 29, 2018. By Jennifer Wolfsberg: Struggles with behavioral health and...
The Average Investor and Behavioral Finance
May 23, 2018. By J.D. Wolfsberg: Traditional Finance Theory is based on...
5 Quick Ways to ‘Spring Clean’ Your Finances
May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful...
5 Key Terms You Need to Know for College Prep
May 1, 2018. By John Wolfsberg: Navigating through a sea of acronyms,...
Small Spaces, Big Savings: The Tiny House Trend
April 27, 2018. By Courtney Summa: With the average American home about...
Marathon Monday ’18: A Windy, Soggy, Mess of Awe
April 19, 2018. By Lori Patterson: Each year my running club volunteers...
The Importance of a Power of Attorney
April 13, 2018. By Matt Okaty: A Power of Attorney (POA) is an important...
The Rising Popularity of Peer-to-Peer Lending
April 5, 2018. By R. Anthony Norris: Peer-to-peer lending (“P2P”) is a...
Centerpoint Sponsors “Finding the Right Advisors”
March 28, 2018. By Ashley Agnew: On Tuesday, March 27th Centerpoint...
Jennifer Wolfsberg Volunteers at Winslow Farm
March 22, 2018. By Jennifer Wolfsberg: Without a doubt it is well known...
Book Review: “The Perfect Mix” by Helen Rothberg
March 15, 2018. By Lori Patterson: “Leadership is more than management”....
Centerpoint Working Remotely on 3/13/18
March 11, 2018: In preparation for the coming storm, kindly note that the...
Understanding Target Date Funds
March 6, 2018. By Mark Barry: A target-date fund (also known as a life...
Choosing the Right 529 Plan for Education Savings
March 1, 2018. By Olga Okaty: With higher education costs continuing to...
Using Home Inspection as a Proactive Tool
February 20, 2018. By Jennifer Wolfsberg: We often connect the thought of...
JD Wolfsberg Volunteers at A Night to Shine
February 15, 2018. By JD Wolfsberg: The Night to Shine is a banquet-style...
Market Note: Global Equity Markets
February 6, 2018. By John Wolfsberg: The global equity markets came under...
Client Notice: Tax Document Delivery Update
January 29, 2018. By Courtney Summa: As tax season is now upon us and...
Ashley Agnew Volunteers at Bryant’s IDEA Program
January 25, 2018. By Ashley Agnew: As part of our Year of Giving...
New Year’s Resolution: Check Your Credit Report
January 16, 2018. By Matthew Okaty: It’s been approximately four months...
Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act
January 9, 2018. By Ashley Agnew: As part of our services, we often...
Centerpoint Working Remotely on January 4th
January 3, 2018. By R. Anthony Norris: Due to inclement weather and for...
Inheriting Individual Retirement Accounts
January 3, 2018. By Lori Patterson: IRA (Individual Retirement Account)...
Happy New Year and Holiday Hours
December 29, 2017. By John Wolfsberg: As we close out 2017, we want to...
Charitable Initiative: A Year of Giving
December 20, 2017. By Ashley Agnew: At the end of each year, we...
Technology’s Effect on Sleep and Health
December 15, 2017. By Courtney Summa: Technology has become a huge part...
Houseguests with Less Stress this Holiday Season
December 7, 2017. By John Wolfsberg: Thanksgiving launches the official...
Tax Reform Update, November 2017
November 30, 2017. By Mark Barry: As we near the end of 2017,...
Helping Service Members Navigate Financial Planning
November 9, 2017. By Jennifer Wolfsberg: Veterans Day is a reminder to...
Protecting Children Against Identity Theft
November 2, 2017. By Ashley Agnew: A new baby blesses her family with a...
The Executor and Personal Representative’s Checklist
October 27, 2017. By Olga Okaty: Being named the executor of a loved...
The Important To-do’s after the “I Do’s”
October 20, 2017. By Courtney Summa: After months of planning each detail...
No September Blues for Small Cap Stocks
October 12, 2017. By Mark Barry: Small cap stocks have been on a roll...
Traditional 401(k) Plan vs. Roth 401(k) Plan
October 3, 2017. By Lori Patterson: When people hear these words, anxiety...
Guest Blog: Should You Establish a Florida Domicile?
September 28, 2017. Courtesy of Patricia E. Malley, Esq., Greif &...
Be Proactive-Protect Yourself After the Equifax Breach
September 21, 2017. By Matthew Okaty: The recent Equifax cybersecurity...
The Ins and Outs of On-Campus Living
September 6, 2017. By John Wolfsberg: It is hard to believe that summer...
Repost: Building Sound Financial Habits in College
August 31, 2017. By Olga Okaty: Originally posted on September 8,...
The Stressors of the Home Purchasing Process
August 24, 2017. By Ashley Agnew: Taking the plunge from leasing or...
How to Find, Apply to and Maximize Internships
August 10, 2017. By R. Anthony Norris: Imagine you are projected to...
Guest Blog: The Importance of Boat Insurance
August 1, 2017. Courtesy of Adam Hofmann, Reid-Hofmann Insurance Agency...
Financial Planning for The New Furry Family Friend
July 25, 2017. By Jennifer Wolfsberg: The joy of adopting a pet whether...
Guest Blog: 10 Exercises to Improve Your Golf Game
July 18, 2017. Courtesy of Dennis Borg, The Micheli Center for Sports...
Retirement Plans for Small Businesses
July 14, 2017. By Matthew Okaty: If you are a small business owner,...
Repost: Reclaim Your Time, Build your Board.
July 7, 2017. By Jennifer Wolfsberg: Summer months often lead to...
Financial Considerations for Newlyweds
June 29, 2016. By Courtney Faria: Whether the wedding bells are around...
Financing Grad School: Key Planning Considerations
June 20, 2017. By Olga Okaty: In working with many of our next...
How to Handle your 401(k) When Changing Jobs
June 15, 2017. By Lori Patterson: There are many emotions that accompany...
Branding your Website: Centerpoint Hosts Jeff Wotton
June 8, 2017. By Ashley Agnew: In our discussions with clients and...
5 Stocks Account for Bulk of 2017 Market Performance
June 1, 2016. By Mark Barry: The stock market has turned in solid...
Interest Rates Moving Higher? Not So Fast.
May 23, 2017. By John Wolfsberg: Expectations for higher interest rates...
Thriving with Adult ADHD Featuring David Greenwood
May 18, 2017. By Ashley Agnew: "Guess what? Kids with ADHD grow up to be...
The Hidden Issue in Higher Education
May 11, 2017. By Jennifer Wolfsberg: Graduation season brings wonderful...
Centerpoint Advisors Attends the XPX 2017 Summit
May 5, 2017. By Ashley Agnew: Yesterday several members of our team...
The Case for Investing in Smaller Hedge Funds
April 26, 2017. By Mark Barry: The market environment over the past...
Helpful Tips: Preparing for Studying or Traveling Abroad
April 21, 2017. By Courtney Faria: In this day and age, it’s hard not to...
DOL Fiduciary Rule – Delayed Until June 9, 2017
April 12, 2017. By Matthew Okaty: Last year we saw the release of a...
What’s Going On in the Energy Markets?
April 6, 2017. By Mark Barry: After hitting $26/barrel last February, the...
Repost: Talking to Teens About Money
March 30, 2017: As summer vacation approaches and acceptance letters...
Tips, Tricks, and Helpful Hints for Buying Your Next Car
March 23, 2017. By Ashley Agnew: Spring has finally arrived and you may...
When and Why Do I Need a CDFA?
March 16, 2017. By Ashley Agnew: The process of divorce can be described...
Client Notice: Tax Document Distribution
March 9, 2017. By Courtney Faria: As we find ourselves yet again in the...
Asset Retitling: The Missed Step in Estate Planning
March 2, 2017. By Jennifer Wolfsberg: Over the last several years we as a...
What to Shred: Disposing of Your Financial Records
February 23, 2017. By Matt Okaty: The beginning of the year is a great...
Should You Buy or Lease a Vehicle?
February 16, 2017. By Olga Okaty: With car prices continually on the rise...
Fixed Income Review, Fourth Quarter 2016
February 9, 2017. By John Wolfsberg: After bottoming in the first half...
Health is Wealth: Winter Motivation
February 2, 2017. By Lori Patterson: It’s official: physical health...
Cyber-risk Breakfast Featuring Bill French
January 26, 2017. By Ashley Agnew: This past Tuesday we had the pleasure...
Intelligent Index, Fourth Quarter 2016
January 17, 2016. By Richard Greene and Mark Barry: In what can best be...
Buying a Second Home: Key Considerations
January 11, 2016. By Jennifer Wolfsberg: Winter is upon us in the...
Breathe in, Breathe out: 5 Tips for Mental Strength
January 3, 2017. By Ashley Agnew: Throughout the day, it may be the...
Investing “Responsibly” with SRI and ESG Factors
December 27, 2016. By Mark Barry: For many years, there has been...
Buying or Refinancing a Home Post-Divorce
December 22, 2016. By Jennifer Wolfsberg: Divorce in our country has...
Year-End Tax-Planning Reminders 2016
December 15, 2016. By Olga Okaty: One of the most prominent topics...
Questions to Ask When Choosing a CPA
December 9, 2016. By John Wolfsberg: Choosing a financial professional is...
Identity Theft: Survival Kit Essentials
December 1, 2016. By Matthew Okaty: Being the victim of identity theft...
Why Millennials Aren’t Investing for Retirement
November 22, 2016. By Courtney Faria: Retirement seems a long way off for...
2016 Team Charitable Initiative: Advocates
Each year the Centerpoint Team "adopts" a cause for the holiday season....
Bond Market Note: November 15, 2016
November 15, 2016. By John Wolfsberg: The bond market has witnessed a...
Election 2016: Don’t Lose Your Investment Discipline
November 9, 2016. By Richard Greene: Last night’s election validates our...
DIY+Robo+Behavioral Bias=Use an Advisor
November 8, 2016. By Richard Greene: Understanding the psyche of the...
Intelligent Index Review, Third Quarter 2016
November 4, 2016. By Richard Greene: Despite the crazy election rhetoric,...
Global Spotlight China: Rise of the Consumer
November 1, 2016. By Mark Barry: Our Global Spotlight series takes a dive...
Fixed Income Review, Third Quarter 2016
October 31, 2016. By John Wolfsberg: With the Brexit vote behind us and...
Global Spotlight China: Economic Transition and Reform
October 27, 2016. By Mark Barry: Our Global Spotlight series takes a dive...
Global Spotlight China: The Great Rebalance
October 25, 2016. By Mark Barry: Our Global Spotlight series takes a dive...
Warning: You Are Living in a Flood Zone
October 17, 2016. By Ashley Agnew: Over Columbus Day weekend, I visited...
The Role of the Household ‘Refrigerator Manager’
October 4, 2016. By John Wolfsberg: It is a blessed feeling to have a...
Murphy’s Divorce Law- Plan for the Worst
September 28, 2016. By Matt Okaty: Most people know at least one person...
Centerpoint Hosts Estate Attorney Kelly Gill
On September 20th, Centerpoint hosted estate attorney Kelly Gill to...
Plan for the Next Chapter of Your Career
September 13, 2016. By Jennifer Wolfsberg: There comes a time in life...
Building Sound Financial Habits in College
September 8, 2016. By Olga Okaty: With college send-offs wrapping up and...
Financially Preparing for the Death of a Spouse
August 31, 2016. By Jennifer Wolfsberg: The thought of losing a spouse...
Do You Need to Schedule Your RMD?
August 23, 2016. By Lori Patterson: It is hard to believe another summer...
Intelligent Index Review, Second Quarter 2016
August 18, 2016. By Richard Greene: The March rally continued into the...
Talking to Teens and Young Adults About Money
August 9, 2016. By John Wolfsberg: The teenage years offer many...
Centerpoint Hosts George Donnelly
On July 26th, Centerpoint hosted author, journalist, and professor George...
Fixed Income Review, Second Quarter 2016
August 2, 2016. By John Wolfsberg: The market seemed to have regained its...
Beyond the Away Message: Working After Parental Leave
July 28, 2016. By Ashley Agnew: A frequent theme in our discussions is...
Regulatory Update: The DOL Fiduciary Rule
July 21, 2016. By Matthew Okaty, J.D.: While perhaps not as widely...
Cybersecurity While Traveling
July 12, 2016. By Ashley Agnew: Many times when thinking about secure...
Jennifer Wolfsberg Earns CDFA Accreditation
July 7, 2016: Jennifer Wolfsberg has recently completed her coursework...
Brexit: More Questions Than Answers
June 27, 2016. By John Wolfsberg: Last Friday, the United Kingdom (UK)...
Mortgage Rate Update: June 16, 2016
By Olga P. Okaty, CFP®: Following the U.S. Federal Reserve’s decision...
Trivia Night with Bob Ryan and Mike Reiss
June 14, 2016. By Ashley Agnew: On Wednesday, June 8th Centerpoint...
Fixed Income Review, First Quarter 2016
The first quarter of 2016 witnessed a wild start to the year with...
Intelligent Index Review, First Quarter 2016
An unexpectedly strong March rally allowed the U.S. equity markets to...
Reclaim Your Time: Build Your Advisory Board
Do your thoughts seem to compile and reorganize during your drive home...
The $3 Billion Beer Bet
June 7, 2016. By Matthew Okaty, J.D.: At the beginning of 2016, there was...
Important Social Security Deadline is Quickly Approaching
April 13, 2016. By Olga P. Okaty, CFP®, Director of Financial Planning:...
Intelligent Index Review 4th Qtr 2015
Despite the long anticipated FOMC decision to raise interest rates and...
Fixed Income Review: Fourth Quarter 2015
The fourth quarter saw the Federal Reserve raise interest rates for the...
Outlook on the United States – Lazard Outlook
As we exit 2015, the United States continues to be arguably one of the...
Seasons Greetings and Year-End Reminders
It seems as if just yesterday we were preparing our mid-year update, yet...