by newcente | Jul 8, 2020 | Blog, Family Focus, Financial Planning, In The News, Tax Planning, What's New
In dealing with families on a holistic planing level, we often provide guidance on wealth transfer. Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in...
by newcente | May 13, 2020 | Blog, Equity Markets, Fixed Income Markets, In The News, Tax Planning, What's New
With the current health and economic environments seemingly in a constant state of flux as of late, we thought we would share a helpful market update and excerpt from our recent client notice. Kindly note that the data in this commentary is as of April 30th and...
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 | Feb 4, 2020 | Blog, Business Planning, Family Focus, Financial Planning, In The News, Tax Planning, Uncategorized, What's New
February 4, 2020. By Anthony Norris: Getting into real estate investing can be challenging, especially if you have limited experience and resources. A good starting point, however, may be to research the value of owner-occupied properties. This style of living...
by newcente | Jan 31, 2020 | Blog, Family Focus, Financial Planning, Tax Planning, Uncategorized, What's New
January 31, 2020. By J.D. Wolfsberg: With it’s large number of universities, historic beauty, and booming industry, the city of Boston has a built in growth engine for population. According to the Greater Boston Association of Realtors and as seen in their chart...
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...
