June 20, 2019. By Ashley Agnew. As our work increasingly involves engaging with the next generation as they prepare for, enter, experience, and exit college, we have conducted extensive research into ways to help these young adults build sound financial habits. Our...
June 14, 2019. By Anthony Norris: The summer season is in full swing, and with it brings warmer weather and ideal conditions to hop in an airplane and take to the skies. Experiencing the thrill and freedom of piloting an airplane is second to none. To the general...
June 4, 2019. By Mark Barry: For over a year the United States and China have been engaged in a contentious trade dispute, as the United States has taken a more assertive approach in an attempt to address what it views as unfair Chinese trade practices. Namely these...
May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon us, the urge to tidy up is ever present. To assist in the process, we recently hosted a Secure Shred day on May 10th at the Centerpoint office. At the event, clients were able to properly dispose...
May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the...
May 10, 2019. By J.D. Wolfsberg: We have seen generally upward trending markets thus far year-to-date following the sell-off in the last quarter of 2018, with the S&P 500 (including dividends) up 15.31% so far this year. The Federal Reserve has observed that the...
