In speaking with the many professionals with whom we collaborate on behalf of clients, a common theme during this time of crisis and uncertainty is that of appropriate insurance coverage. We discussed this with Adam Hofmann of FB Insure and he provided a great video...
Sudden changes in your normal schedule and routine can be stressful, and even a bit annoying, especially for prolonged periods of time. With many of us required to work remotely in the current circumstances, some people are noticing odd behaviors from their pets....
As the current health and economic situations continues to evolve, we wanted to share two important planning updates resulting from recent legislation and policy developments: Stimulus Payment Timeline and Details The Treasury Department and the IRS announced this...
With the recent health and market concerns, we wanted to reach out with a brief update on tax documents, our own business continuity plan and market commentary: Tax Document Delivery All tax documents related to your Centerpoint investment accounts have been...
After significant selling earlier in the week, global equity markets came under further pressure today as investors grapple with the coronavirus (COVID-19) outbreak and its impact on economic growth. As of this writing, the S&P 500 Index is down -10.7% for the...
February 25, 2020. By Ashley Agnew: With a minimum ten-year age difference between all of our family’s children, even a family trip consisting of just the members of our household is multigenerational. Wishing for our next vacation to be enjoyable for all parties...
