The Benefits of Student Led Investment Funds

The Benefits of Student Led Investment Funds

August 28, 2019. By Anthony Norris: With rising competition among higher education institutions, universities are under constant pressure to innovate and offer a unique experience for their students. Aesthetic enhancements are on the rise for many campuses, but at the...
How to Semi-Retire Successfully

How to Semi-Retire Successfully

August 22, 2019. By Olga Okaty: Every day roughly 10,000 people retire in the United States, and this number is steadily increasing year after year. Average census projections predict that by 2030 this number will increase to around 12,000 people daily, as the boomer...
The Psychology of Planning Avoidance, Part 1

The Psychology of Planning Avoidance, Part 1

July 17, 2019. By Jennifer Wolfsberg: It’s human nature to avoid that which makes us uncomfortable.  It’s also human nature to avoid topics we may not enjoy or have little to no interest in.  And how about topics we are scared to discuss?  These too get...
Behind the Scenes: Compliance Management

Behind the Scenes: Compliance Management

July 8. 2019. By Matthew Okaty: My role at Centerpoint encompasses several different areas, including compliance, client portal management, charitable account assistance, as well as business continuity and cybersecurity.  Each day usually involves getting pulled...
Holiday Hours and Market Closing Schedule

Holiday Hours and Market Closing Schedule

July 3, 2019. By Ashley Agnew: Kindly note that we will be following the market schedule in observance of the holiday and our office will be closed at 1:00pm on Wednesday, July 3rd and for the full day on Thursday July 4th. We will resume normal business hours on July...