March 28, 2018. By Ashley Agnew: On Tuesday, March 27th Centerpoint sponsored an event alongside XPX New England and the Northeastern University Center for Family Business called “Finding the Right Advisors”. The panel addressed the concern that many private...
March 22, 2018. By Jennifer Wolfsberg: Without a doubt it is well known that we are a family of animal lovers. Our own furry friend, a Shih Tzu named Darby, melts our hearts every day and brings us such joy. In support of Centerpoint’s Year of Giving charitable...
March 15, 2018. By Lori Patterson: “Leadership is more than management”. This theme is repeated time and again in: The Perfect Mix: Everything I Know About Leadership I Learned as a Bartender. In this book by Helen Rothberg, PhD she describes how interacting with...
March 11, 2018: In preparation for the coming storm, kindly note that the Centerpoint Advisors office in Needham will be closed on Tuesday, March 13th. Our team will be working remotely and able to assist on all client matters via telephone and e-mail, however some...
March 6, 2018. By Mark Barry: A target-date fund (also known as a life cycle fund) is a mutual fund in the hybrid category that automatically resets the asset mix of stocks, bonds and other investments according to a specific time frame. Typically, this time frame is...
March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
