Recent Articles
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...