Ashley Contributes to Award Winning Paper on Widows, Grief, and Money May 4, 2022. By Ashley Agnew: Widows represent one of the fastest-growing demographics due to the global COVID-19 pandemic. Since statistically it is typically the husband that controls household...
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 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 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 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...
6 Lifestyle Changes for a Higher Quality of Life April 1, 2022: Our friends at PEX Health and Fitness and trainer Rafi Rivera share six easy practices to improve your quality of life this spring as we shake off the doldrums of winter: 1) Practice Gratitude Often, our...