Using Home Inspection as a Proactive Tool

Using Home Inspection as a Proactive Tool

February 20, 2018. By Jennifer Wolfsberg: We often connect the thought of hiring of a home inspector only to the context of a new home purchase to ensure the offer we are making on a home does not come with unforeseen surprises. In hiring a good inspector, we learn...
JD Wolfsberg Volunteers at A Night to Shine

JD Wolfsberg Volunteers at A Night to Shine

February 15, 2018. By JD Wolfsberg: The Night to Shine is a banquet-style event put on by the Tim Tebow Foundation to celebrate those with special needs. On February 9th, 537 churches around the world participated in the event by putting on a dance for individuals...
Market Note: Global Equity Markets

Market Note: Global Equity Markets

February 6, 2018. By John Wolfsberg: The global equity markets came under renewed pressure on Monday, with the S&P 500 Index down over 4% for the day in a continuation of last week’s selloff. The decline in equities did not appear to be driven by any specific...
Client Notice: Tax Document Delivery Update

Client Notice: Tax Document Delivery Update

January 29, 2018. By Courtney Summa: As tax season is now upon us and with some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner.  Additionally, we are happy...
Ashley Agnew Volunteers at Bryant’s IDEA Program

Ashley Agnew Volunteers at Bryant’s IDEA Program

January 25, 2018. By Ashley Agnew: As part of our Year of Giving charitable initiative, I chose to spend volunteer hours at my MBA Alma Mater, Bryant University, helping with their IDEA program.  The IDEA program, which stands for Innovation and Design Experience for...
New Year’s Resolution: Check Your Credit Report

New Year’s Resolution: Check Your Credit Report

January 16, 2018. By Matthew Okaty: It’s been approximately four months since we all learned of the Equifax hack, and hopefully everyone has taken some kind of action to help safeguard their identity and credit.  While the incident may have faded from the headlines,...