by newcente | Jun 14, 2019 | Blog, Family Focus, In The News, Uncategorized, What's New
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...
by newcente | Jun 4, 2019 | Blog, Business Planning, In The News, Uncategorized, What's New
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...
by newcente | May 21, 2019 | Blog, Firm Events, Uncategorized, What's New
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...
by newcente | May 15, 2019 | Blog, Financial Planning, Firm Events, In The News, Uncategorized, What's New
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...
by newcente | May 10, 2019 | Blog, Equity Markets, Fixed Income Markets, In The News, Uncategorized, What's New
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...
by newcente | May 2, 2019 | Blog, In The News, Uncategorized, What's New
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...
