by newcente | Mar 28, 2018 | Blog, Business Planning, Firm Events, In The News, Uncategorized, What's New
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...
by newcente | Mar 6, 2018 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
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...
by newcente | Feb 6, 2018 | Blog, Business Planning, In The News, Uncategorized, What's New
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...
by newcente | Jan 29, 2018 | Blog, Business Planning, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New
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...
by newcente | Nov 30, 2017 | Blog, Business Planning, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
November 30, 2017. By Mark Barry: As we near the end of 2017, Washington’s efforts to pass tax reform legislation have dominated headlines, with Congress working on the final iterations of the Tax Cuts and Jobs Act. A central piece of the Trump administration’s...
by newcente | Jul 14, 2017 | Blog, Business Planning, Financial Planning, Uncategorized, What's New
July 14, 2017. By Matthew Okaty: If you are a small business owner, whether a sole proprietor or one with employees, it is important to understand your retirement plan options. Without such a plan, you could be missing out on tax-deferred growth that could impact...
