Centerpoint Working Remotely on 3/13/18

Centerpoint Working Remotely on 3/13/18

March 11, 2018: In preparation for the coming storm, kindly note that the Centerpoint Advisors office in Needham will be closed on Tuesday, March 13th.  Our team will be working remotely and able to assist on all client matters via telephone and e-mail, however some...
Understanding Target Date Funds

Understanding Target Date Funds

March 6, 2018. By Mark Barry: A target-date fund (also known as a life cycle fund) is a mutual fund in the hybrid category that automatically resets the asset mix of stocks, bonds and other investments according to a specific time frame. Typically, this time frame is...
Choosing the Right 529 Plan for Education Savings

Choosing the Right 529 Plan for Education Savings

March 1, 2018. By Olga Okaty: With higher education costs continuing to rise dramatically and over forty-five plan options to choose from, it is essential for families to be thoughtful and strategic in selecting the 529 plan that best aligns with their particular...
Using Home Inspection as a Proactive Tool

Using Home Inspection as a Proactive Tool

February 20, 2018. By Jennifer Wolfsberg: We often connect the thought of hiring of a home inspector only to the context of a new home purchase to ensure the offer we are making on a home does not come with unforeseen surprises. In hiring a good inspector, we learn...
JD Wolfsberg Volunteers at A Night to Shine

JD Wolfsberg Volunteers at A Night to Shine

February 15, 2018. By JD Wolfsberg: The Night to Shine is a banquet-style event put on by the Tim Tebow Foundation to celebrate those with special needs. On February 9th, 537 churches around the world participated in the event by putting on a dance for individuals...
Market Note: Global Equity Markets

Market Note: Global Equity Markets

February 6, 2018. By John Wolfsberg: The global equity markets came under renewed pressure on Monday, with the S&P 500 Index down over 4% for the day in a continuation of last week’s selloff. The decline in equities did not appear to be driven by any specific...