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...
Behind the Scenes: Investment Management

Behind the Scenes: Investment Management

August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment management is a core component of our business, and is the primary focus for myself and my colleague JD Wolfsberg. While it encompasses a wide variety of roles and responsibilities, there are four...
Behind the Scenes: Client Service and Reporting

Behind the Scenes: Client Service and Reporting

July 25, 2019. By Courtney Summa: When someone asks me what my role entails at Centerpoint Advisors, my general response is that I work primarily on the reporting side of investment management, even though my responsibilities include much more than report preparation....
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...