by newcente | Sep 15, 2021 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, In The News, Uncategorized, What's New
Guest Blog: Is Long-term Renting a Bad Choice? September 15, 2021. By Ashley Agnew: A frequent question we receive from young professionals and those looking to downsize alike is simply this: is it worth it to buy a home? While there is no concrete answer and many...
by newcente | Jul 14, 2021 | Blog, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Mark J. Barry, Market Commentary, Uncategorized, What's New
Q2 Commentary with Mark Barry July 15, 2021: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing his commentary...
by newcente | May 24, 2021 | Blog, Business Planning, Equity Markets, Financial Planning, Fixed Income Markets, In The News, Matthew C. Okaty, Uncategorized, What's New
An Introduction to DeFi (Decentralized Banking) May 24, 2021. By Matthew Okaty: The rapidly expanding world of cryptocurrency is a challenge to keep up with. While most people are aware of Bitcoin and could maybe name a few others, there are literally thousands of...
by newcente | Apr 29, 2021 | Blog, Financial Planning, Olga P. Okaty, Uncategorized, What's New
Repost: Spring Cleaning Your Finances Originally posted May 14, 2018. By Olga Okaty: With spring arriving at last and beautiful weather beckoning, it may seem daunting to undertake any spring cleaning initiatives, especially financial ones. Mid-year, however, is a...
by newcente | Mar 19, 2021 | Blog, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
Tax Deadline Extended for Individuals March 19, 2021: The Treasury Department and Internal Revenue Service announced on March 17th that the federal income tax filing due date for individuals for the 2020 tax year will be automatically extended from April 15, 2021, to...
by newcente | Jan 29, 2021 | Ashley R. Agnew, Blog, Business Planning, Financial Planning, Firm Events, In The News, Jennifer Wolfsberg, Uncategorized, What's New
Featured Panel: When Advisors Collide January 28, 2020. By Ashley Agnew: A business transition is an emotional time for a business owner and tensions can run high while they navigate the many layers and demands of the process. With multiple advisors necessary to...
