by newcente | Jul 17, 2019 | Blog, Family Focus, Financial Planning, In The News, Uncategorized, What's New
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...
by newcente | Jul 8, 2019 | Blog, Firm Events, In The News, Uncategorized, What's New
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...
by newcente | Jul 3, 2019 | Blog, Firm Events, In The News, Uncategorized, What's New
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...
by newcente | Jul 2, 2019 | Blog, Family Focus, Firm Events, Uncategorized, What's New
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...
by newcente | Jun 27, 2019 | Blog, Family Focus, Uncategorized, What's New
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...
by newcente | Jun 20, 2019 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New
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...
