Market Hours and February Boredom Busters in Boston February 16, 2023: With winter break next week for most students, and a long weekend for many workers, including the Centerpoint Office, for the President’s Day holiday on Monday, many families are left...
Q4 Commentary and 2023 Outlook with Mark Barry February 9, 2023: 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, Director of Investment Management, Mark Barry CFA, will be...
Friendly Reminder: Online Safety During Tax Season March 24, 2023 We hope that this post finds our readers and their families well, and are excited as we are about the onset of spring. With the spring season also being tax season, we wanted to share a brief reminder...
Charity Spotlight: Science Club for Girls April 6, 2023: We are so fortunate to learn about many wonderful local organizations through discussions with our clients and colleagues. Sometimes we learn about these by assisting clients with grants through their...
SECURE 2.0 and Retirement Planning Updates January 9, 2023. By Olga Okaty: President Biden recently signed into law the SECURE 2.0 spending bill, which includes many new provisions affecting retirement plans. With the bill covering a broad array of planning topics, we...
7 Things to Ask Your New Trainer in 2023 January 4, 2023: January is often a time of rejuvenated attention to our bodies, minds, health, and fitness. For some, reaching physical fitness goals is a compliment to overall wellbeing, yet can be difficult to reach without...