January 24, 2019. By Jennifer Wolfsberg: As a firm, we always stress that heath is wealth, however oftentimes the importance of maintaining mental health can escape the message. In our volunteer work with Advocates, we have come to appreciate the work that they do for...
December 24, 2018. By Centerpoint Advisors: It’s been a wonderful year for Centerpoint Advisors. Out of all of the great projects we’ve worked on so diligently in 2018, we would like to take a moment to highlight our personal favorite and perhaps the most...
December 20, 2018. By Anthony Norris: This holiday season marked a new record for online shopping. At a nearly 17% increase from 2017, online holiday sales are projected to reach $123 billion. With the ability to choose from multiple vendors, compare prices, and have...
December 13, 2018. By Ashley Agnew: Wrapping up our Year of Giving, our team met at the end of November and shared how rewarding it was to give back to organizations which help those in need. So much so, in fact, that some team members actually feel guilty about how...
December 3, 2018. By Ashley Agnew: Alzheimer’s Disease is a condition that unfortunately has been making its way into many of our conversations, with more families finding comfort in discussing their roles as caretakers, family members, and patients touched by the...
November 9, 2018. By Ashley Agnew: Our Director of Financial Planning, Olga Okaty CFP® was recently interviewed and featured in the Senior Living Blog for A Place for Mom, a site connecting families to senior care resources. The article, “What you need to Know...
