Bonds in a Rising Interest Rate Environment

Bonds in a Rising Interest Rate Environment

Bonds in a Rising Interest Rate Environment April 8, 2022. By J.D. Wolfsberg: Background Interest rates have been near record lows since the onset of the pandemic when the Federal Reserve introduced unprecedented stimulus to support the economy during a period of...
PPP Forgiveness and Tax Planning

PPP Forgiveness and Tax Planning

PPP Loan Forgiveness and Tax Planning  December 27, 2021: The approaching New Year will don a new tax season, and it’s time to consider what that means for any Paycheck Protection Program (PPP) loans you may have taken during the pandemic in order to keep your...
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...