December 9, 2016. By John Wolfsberg: Choosing a financial professional is an important process that requires careful thought and due diligence. One of the most important financial professionals in our clients’ lives is the Certified Public Accountant (CPA). As the tax...
December 1, 2016. By Matthew Okaty: Being the victim of identity theft can be an overwhelming experience. In addition to the possible financial loss, there is also the loss of time spent tending to the crisis and performing damage control. Familiarizing yourself in...
November 22, 2016. By Courtney Faria: Retirement seems a long way off for many millennials. Some have just entered college, or are just entering the workforce, like me. Others are getting married and starting a family. So many changes and adventures are ahead; some...
Each year the Centerpoint Team “adopts” a cause for the holiday season. As you may recall, last year we volunteered at the Winslow Farm Animal Sanctuary and held a drive at the office in collection of canned pet food to donate to the farm. We were...
November 15, 2016. By John Wolfsberg: The bond market has witnessed a significant back up in yields as a result of the surprising win by Donald Trump in last week’s Presidential election. Going into Tuesday, the market had been positioned for a Clinton win, but as...
November 9, 2016. By Richard Greene: Last night’s election validates our philosophy to avoid putting too much faith in what political “pundits” in the media say. We suggest that this caution be extended to the world of financial pundits as well. The uncertainty...
