Behind the Scenes: Client Operations

Behind the Scenes: Client Operations

May 2, 2019. By Lori Patterson: A look into the daily events of your operations team… Every day is different…there’s not a lot of monotony here! We begin our day verifying money transfers and any service items that may have been requested off hours. We review for...
Short-Term Rentals: New Regulations in MA

Short-Term Rentals: New Regulations in MA

April 18, 2019. By Matt Okaty: Regulations often lag behind innovation, and this is certainly true of the short-term rental market which has exploded over the past ten years.  AirBnB and HomeAway, the two biggest companies in this space, have transformed the lodging...
Introducing an Additional Dog to Your Home

Introducing an Additional Dog to Your Home

April 11, 2019. By J.D. Wolfsberg: As dog owners, we do our best to keep our dogs active and to give them the attention that they deserve. We hire walkers, go to the dog park, and include them on road trips to make sure that they never feel neglected. With life’s...
Pre and Post-Sale Wealth Planning Strategies

Pre and Post-Sale Wealth Planning Strategies

April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients,...
5 Tips to Prepare for Your Move

5 Tips to Prepare for Your Move

March 28, 2019. By Olga Okaty: Roughly 40 million Americans move relocate each year.  It comes as no surprise that 80% choose to move between April and September to capitalize on the favorable weather conditions, and element of significant consideration...
Federal Reserve Leaves Rates Unchanged

Federal Reserve Leaves Rates Unchanged

March 21, 2019. By Mark Barry: Following the conclusion of its two-day March meeting, the FOMC announced its interest rate decision which was to maintain the Fed Funds rate at 2.25%-2.50% (no change). This was largely expected by investors. However, in both his...