JD Wolfsberg shares 1st Quarter Market Commentary, 2022

JD Wolfsberg shares 1st Quarter Market Commentary, 2022

Q1 Commentary with J.D. Wolfsberg April 19, 2022: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Portfolio Manager, J.D. Wolfsberg CFA, CFP®, will be sharing his commentary...
Office and Market Hours for Good Friday, 2022

Office and Market Hours for Good Friday, 2022

Office and Market Hours for Good Friday 2022 April 13, 2022: We wish you and your families a very happy holiday weekend for those celebrating and if you are not gathering for the Good Friday or Easter holidays, we hope you find yourself with a restful long weekend...
Bonds in a Rising Interest Rate Environment

Bonds in a Rising Interest Rate Environment

Bonds in a Rising Interest Rate Environment April 8, 2022. By J.D. Wolfsberg: Background Interest rates have been near record lows since the onset of the pandemic when the Federal Reserve introduced unprecedented stimulus to support the economy during a period of...
Centerpoint Team Completes Dementia Live Training

Centerpoint Team Completes Dementia Live Training

Centerpoint Team Completes Dementia Live Training April 6, 2022:  We have written in the past about the toll living with dementia can have on both the diagnosed individual and the caretaker. Luckily, as the health care industry continues to learn more about the...
Taxes and Money Stress: Ashley Agnew Interviewed on NPR

Taxes and Money Stress: Ashley Agnew Interviewed on NPR

Tax and Money Stress? Financial Therapy can Help.  March 25, 2022 The IRS Tax Season Begins officially in February, but for many filers, the stress begins long before this as soon as documents start arriving in the mail. Between balancing budgets and being confronted...