Season’s Greetings From Centerpoint Advisors

Season’s Greetings From Centerpoint Advisors

Happy Holidays and 2022 Charitable Initiative December 12/8/21, By Ashley Agnew:   Season’s Greetings! As 2021 arrives at its final weeks, we reflect on the uncertainty we navigated throughout the year. Like an echo from the year before, it was like...
Happy Thanksgiving and Holiday Hours

Happy Thanksgiving and Holiday Hours

Happy Thanksgiving and Holiday Hours November 23, 2021: We wish you and your families a very Happy Thanksgiving, and hope you are able to celebrate safely, perhaps in larger gatherings this year as opposed to 2020. At the same time, we know that many are spending the...
Repost: Cybersecurity While Traveling

Repost: Cybersecurity While Traveling

Repost: Cybersecurity While Traveling After a rather secluded holiday season for many in 2020, traveling is anticipated to increase in comparison for 2021. In effort to keep gatherings safe, some are forgoing staying in family guest rooms and opting instead for hotels...
Shop Early and Get Creative This Season

Shop Early and Get Creative This Season

Shop Early and Get Creative this Season November 4, 2021: Halloween is now behind us, and while we are sad to see it go (it is one of our favorite holidays at the Centerpoint), we are looking forward to the bright lights and togetherness of the next season. You may...
3rd Quarter Commentary from Mark Barry CFA

3rd Quarter Commentary from Mark Barry CFA

Q3 Commentary with Mark Barry October 27, 2021: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing his...
Changes to FAFSA: Good News for Grandparent 529s

Changes to FAFSA: Good News for Grandparent 529s

FAFSA Changes: Good News for Grandparent 529 Plans October 8, 2021: By Matthew Okaty:  If you have ever filled out a federal student financial aid application (FAFSA) before, whether as the parent or the student applicant, then you know how cumbersome and daunting the...