by newcente | Jun 18, 2020 | Blog, Business Planning, Firm Events, In The News, What's New
While the past few months have been an extremely difficult and unprecedented time for everyone, things are starting to look a little more hopeful now as businesses start to reopen and people return to work. There are still a lot of challenges, however, that...
by newcente | Jun 2, 2020 | Blog, Family Focus, Financial Planning, Firm Events, In The News, What's New
While there are many relief programs and packages being introduced to Americans as we navigate the pandemic crisis, it is important to understand those that do or do not apply to your personal situation. Not all offerings are favorable, with fine print presenting...
by newcente | May 26, 2020 | Blog, Family Focus, Financial Planning, Firm Events, In The News, What's New
Managing Principal Jennifer Wolfsberg was recently featured on Radio Entrepreneurs, an internet radio show and podcast that shares the stories of entrepreneurs in the interest of giving more exposure to innovative and fast moving companies, while creating a knowledge...
by newcente | Mar 26, 2020 | Blog, Business Planning, Family Focus, Firm Events, In The News, Tax Planning, What's New
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...
by newcente | Mar 16, 2020 | Firm Events, In The News, What's New
With the recent directive causing the closure of many educational, leisure, and professional establishments, and with the proactive closing of many other venues, we wanted to make you aware that we have taken steps to ensure the continuity of our business and services...
by newcente | Jan 22, 2020 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New
January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and return deadlines approaching, Centerpoint Advisors would like to make this-time as seamless and stress free as possible for our clients. We work closely with our custodian to consolidate and...
