by newcente | Dec 31, 2019 | Blog, Firm Events, In The News, Uncategorized, What's New
December 31, 2019. By Ashley Agnew: We hope that all of our readers are closing out 2019 with a sense of peace, gratitude, and accomplishment as we enter the new year. A time for resolutions and forward thinking by nature, be sure to take a moment to realize all that...
by newcente | Dec 23, 2019 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New
December 23, 2019. By Jennifer Wolfsberg: Year-end is always a reflective time, and our team has enjoyed looking back at our philanthropic experiences throughout the year. As you may recall, our charitable initiative for 2019 was to dedicate office hours each month to...
by newcente | Dec 6, 2019 | Blog, Business Planning, Family Focus, Financial Planning, Firm Events, In The News, Tax Planning, Uncategorized, What's New
December 6, 2019. By Courtney Summa: With the end of the year approaching, about a third of the year’s annual giving takes place. It’s wonderful to see so many people supporting worthy charitable organizations to help make a difference. Whether you support our...
by newcente | Nov 27, 2019 | Blog, Firm Events, Uncategorized, What's New
November 26, 2019. By Centerpoint Advisors: Centerpoint Advisors would like to wish all of our our friends, family, clients, and colleagues a wonderful Thanksgiving. We hope you will be able to spend this day with those who are closest to you. So that we may do the...
by newcente | Nov 7, 2019 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New
November 7, 2019. By Anthony Norris: As Veteran’s Day approaches we are reminded to reflect upon and thank those who have so bravely served our country. With past and present service members in our own firm and families, the holiday carries feelings of pride...
by newcente | Oct 21, 2019 | Blog, Family Focus, Financial Planning, Firm Events, In The News, Uncategorized, What's New
October 21, 2019. By Ashley Agnew: We are so very lucky to have such extraordinary higher education and research facilities domestically, with many right here in the areas in and around Boston. With so much innovation coming out of our area, especially in healthcare,...
