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...
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...
Exploring Grief Support With The Children’s Room

Exploring Grief Support With The Children’s Room

July 2, 2019. By John Wolfsberg. On June 18th we had the pleasure of hosting representatives from The Children’s Room to learn more about living through loss. The Children’s Room is a grief center in Arlington, MA offering free services to children, teens, and...
Making the Most of Your Summer in the City

Making the Most of Your Summer in the City

June 27, 2019. By Centerpoint Advisors: Working a summer internship has several benefits to college students including career exploration, increasing personal marketability, networking, and tailoring professional skills for future employment. These career-building...