by newcente | Apr 8, 2025 | Blog, Family Focus, In The News, Uncategorized, wellness, What's New
Imagine you wake up one day, and though you are surrounded by all the people you love at home, everyone is speaking a completely different language. You don’t understand any of the words except for a few key phrases: “not in front of them” … “they do not need to hear...
by newcente | Mar 20, 2025 | Blog, Firm Events, Mark J. Barry, Olga P. Okaty, Uncategorized, What's New
G2 Graduates: Building Leadership in Wealth Management March 20, 2025 Congratulations to Our Graduates! We are thrilled to announce that two of our esteemed team members, Olga Okaty and Mark Barry, have successfully graduated from the G2 Leadership Institute...
by newcente | Mar 12, 2025 | Uncategorized
Equity Market Note: Comments on Recent Volatility March 12, 2025 RECENT EQUITY MARKET PERFORMANCE Equity markets came into 2025 after posting back-to-back strong years of gains with the S&P 500 returning +26.29% in 2023 and +25.02% in 2024. Recent bouts of...
by newcente | Dec 20, 2024 | Blog, Financial Planning, Tax Planning, Uncategorized, What's New
Wrapping Up 2024: Year-End Deadlines and Holiday Hours December 20th, 2024 As the holiday season approaches, we want to make sure you have everything you need to close out the year with confidence. Below are some dates and deadlines to keep in mind: Year-End Deadlines...
by newcente | Nov 25, 2024 | Blog, Financial Planning, Uncategorized, wellness, What's New
Festive Finances and Holiday Hours November 25th, 2024 With the holidays around the corner, many of us are looking forward to coming together with friends and family to enjoy the thrill of cherished traditions, whether it be ice skating, building snow men,...
by newcente | Nov 12, 2024 | Blog, In The News, Uncategorized, wellness
Stay Vigilant: Protect Yourself from AI-Driven Scams This Holiday Season November 11th, 2024 Reminder: Be Wary of Modern Scams Busier than usual schedules and inboxes make the last quarter of the year a prime time for fraudsters to target individuals and families....
