Perspectives

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The Refinancing Landscape: What To Expect

With interest rates hovering at...
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Fixed Income Markets

Fed Anticipates Near-Zero Rates for 3+ Years

Bloomberg reported today that the Federal...
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Emergency Fund

Repost: 3 Financial Buckets to Fill

In the current conditions, some...
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college planning

Back to School Blues? Time to Talk About It.

Back to School looks very...
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Make My Money Work For Me

In our conversations with prospective...
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LFH: Realities and Tips for Life From Home

After months of basically quarantining...
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Planning for Home Improvements

With summer activities now limited...
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Repost: The Benefits of Kindness and Compassion

Given the challenges faced by...
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Small Buiness Insurance

Social Security Myths- Olga featured in U.S. News Article

Navigating Social Security benefits can...
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Talking about money

Wealth Transfer: More than Just Assets

In dealing with families on...
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S&P 500

Holiday Hours and Market Schedule

Kindly note that we will...
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A Convenient Way to Get Away: Timeshare Basics

With days now longer and...
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Business Re-entry: Risk and Insurance Considerations

While the past few months...
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Resources for Hurricane Season along the Atlantic

With the official start of...
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Details on Mortgage Forbearance Program

While there are many relief...
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Jennifer Wolfsberg Featured on Radio Entrepreneurs

Managing Principal Jennifer Wolfsberg was recently...
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My Trainer Thinks I’m a Superhero

My new trainer is fierce....
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An Update on Recent Market Activity

With the current health and...
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Finding Financial Harmony in Your Relationship

Despite best efforts, it can...
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Finding Power in the Pivot: Resources for Change

Anyone who has played or...
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Purchasing Process

Fairway Provides Update on Mortgage Industry

Fairway Mortgage recently hosted a webinar...
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Hofmann Shares Important Insurance Considerations

In speaking with the many...
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Working from home? So are your pets.

Sudden changes in your normal...
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Stimulus Payments and Retirement Plan Relief

As the current health and...
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Client Notice re: Taxes, Commentary, and Continuity

With the recent health and...
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Normal Hours of Operation to Continue

With the recent directive causing...
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Putting Market Downturns Into Perspective

Since emerging from the 2008...
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Coronavirus Fears Drive Market Correction

After significant selling earlier in...
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tips for moving abroad

Choosing a Vacation Destination for All Ages

February 25, 2020. By Ashley...
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RMD

With These Rates, Should I Refinance My Mortgage?

February 18, 2020. By John...
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Review of the Chinese Economy

Market Implications of the Wuhan Coronavirus

February 11, 2020. By Mark...
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Purchasing Process

Owner Occupied Rental Properties

February 4, 2020. By Anthony...
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Home Purchase in Boston? Use This Tax Exemption

January 31, 2020. By J.D....
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Client Notice: Important Tax Document Information

January 22, 2020. By Kevin...
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Addressing Compassionate Caregiving Burnout

January 17, 2020. By Jennifer...
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Strategies from the SECURE Act and TCDR Act

January 10, 2020. By Olga...
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Happy New Year and Holiday Hours

December 31, 2019. By Ashley...
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Looking Forward to 2020 with Creative Little Leaders

December 23, 2019. By Jennifer...
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Security Breach

Equifax Class Action Settlement Deadline

December 19, 2019. By Matt...
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Guide to Practicing Meditation in Sports and Life

December 11, 2019. By Lori...
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Charitable Giving Strategies: Many Options for Investors

December 6, 2019. By Courtney...
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Holiday Hosting

Happy Thanksgiving and Holiday Hours

November 26, 2019. By Centerpoint...
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Benchmarking

Commentary: A Closer Look at Q3 Earnings

November 19, 2019. By Mark...
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Planning For Veterans and Service Members

November 7, 2019. By Anthony...
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Interest rate movement hard to predict since Trump election

Article Review: Fixed Income a Mystery to Many Investors

October 31, 2019. By John...
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Prof. Alon Friedman PhD. Speaks at Centerpoint

October 21, 2019. By Ashley...
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Healthy Habits for a Working Professional

October 15, 2019. By Kevin...
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Article Review: Self-Defense Against Scams

October 3, 2019. By Jennifer...
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Emergency Fund

HSAs: An Option Worth Considering

September 25, 2019. By Matt...
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The True Investment of Higher Education

September 13, 2019 By J.D....
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Book Review: Atomic Habits by James Clear

September 5, 2019. By Lori...
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The Benefits of Student Led Investment Funds

August 28, 2019. By Anthony...
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How to Semi-Retire Successfully

August 22, 2019. By Olga...
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Behind the Scenes: Investment Management

August 14, 2019. By Mark...
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Ashley Agnew Moderates Crisis Communication Panel

August 1, 2019. By Ashley...
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Behind the Scenes: Client Service and Reporting

July 25, 2019. By Courtney...
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The Psychology of Planning Avoidance, Part 1

July 17, 2019. By Jennifer...
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Behind the Scenes: Compliance Management

July 8. 2019. By Matthew...
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S&P 500

Holiday Hours and Market Closing Schedule

July 3, 2019. By Ashley...
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Making the Most of Your Summer in the City

June 27, 2019. By Centerpoint...
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college planning

Olga Featured in Scholarship America Article

June 20, 2019. By Ashley...
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5 Reasons to Get Your Pilot’s License

June 14, 2019. By Anthony...
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Review of the Chinese Economy

Global Spotlight: US-China Trade Recap

June 4, 2019. By Mark...
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Shred Day: The Disposal of Sensitive Documents

May 21, 2019 by Ashley...
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Market Update: May 10th, 2019

May 10, 2019. By J.D....
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RMD

Behind the Scenes: Client Operations

May 2, 2019. By Lori...
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Short-Term Rentals: New Regulations in MA

April 18, 2019. By Matt...
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Introducing an Additional Dog to Your Home

April 11, 2019. By J.D....
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Pre and Post-Sale Wealth Planning Strategies

April 4, 2019. By Jennifer...
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Purchasing Process

5 Tips to Prepare for Your Move

March 28, 2019. By Olga...
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Federal Reserve Leaves Rates Unchanged

March 21, 2019. By Mark...
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Ashley Agnew Volunteers at Gifts to Give

March 14, 2019. By Ashley...
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Elder Financial Abuse: A Real Crisis

March 7, 2019. By Matt...
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2016 Year End Tax Planning

Client Notice: Tax Documents and Trusted Contacts

February 27, 2019. By Courtney...
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Keeping Brain Fog at Bay with Simple Changes

February 21, 2019.  By Lori...
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Guest Blog: Why Choose Personal Training

February 13, 2019. By John...
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Anthony Norris Volunteers at Bryant University

February 6, 2019. By Anthony...
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Comments on Interest Rates and the Yield Curve

February 1, 2019. By J.D....
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Technology's Effect on Sleep

Guest Blog: Millennials Are Struggling

January 24, 2019. By Jennifer...
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4 Tips for Achieving Your Financial Resolutions in 2019

January 18, 2019. By Olga...
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Market Commentary: Outlook and Review

January 9, 2019. By Mark...
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401(k) when changing jobs

Repost: Handling your 401(k) Between Jobs

January 3, 2019. By Centerpoint...
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Year of Giving and Happy Holidays

December 24, 2018. By Centerpoint...
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Safe Practices for Online Shopping

December 20, 2018. By Anthony...
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The Many Benefits of Kindness and Compassion

December 13, 2018. By Ashley...
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Retirement Planning

Saving 6 Million Minds: Dr. Paul Solomon at Centerpoint

December 3, 2018. By Ashley...
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Courtney Summa Volunteers with Lovin’ Spoonfuls

November 26, 2018. By Courtney...
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Beat the Stress! Tips For a Great Commute

November 13, 2018. By Lori...
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Olga Okaty Featured in Senior Living Blog

November 9, 2018.  By Ashley...
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Three Financial Buckets to Fill

October 30, 2018. By John...
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Jennifer Wolfsberg in Authority Magazine

October 18, 2018. By Jennifer...
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Anthony Norris Volunteers with Save The Bay

October 4, 2018. By Anthony...
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Managing the Lost and Found Box for Your Family

September 27, 2018. By Jennifer...
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Overcoming the Obstacle of Credit Card Debt

September 21, 2018. By Courtney...
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college planning

Freshman v. Senior Year College Budgeting

September 12, 2018. By Anthony...
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Review: The Life-Changing Magic of Tidying Up

September 7, 2018. By Lori...
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Olga Okaty Volunteers at Free Fun Friday in Concord

August 31, 2018. By Olga...
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Exchange Traded Funds or Mutual Funds?

August 23, 2018. By J.D....
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2016 Year End Tax Planning

Repost: Is it Time to Schedule Your RMD

Original Post: August 23, 2016....
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tips for moving abroad

Guest Blog: “Prepare for Landing” by Ashley Niemiec

August 7, 2018. By Jennifer...
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Matt Okaty Volunteers at Memory Cafe in Cambridge

July 31, 2018. By Matthew...
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Interest rate movement hard to predict since Trump election

Portfolio Commentary: Performance Benchmarking

July 25, 2018. By Mark...
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Tips for Flying with Babies and Toddlers

July 13, 2018. By Lori...
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Smooth Sailing and Boat Purchasing Tips

July 2, 2018. By Anthony...
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Jennifer Wolfsberg Featured on Leadership Panel

June 26, 2018. By Ashley...
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Emergency Fund

Best Practices for Starting an Emergency Savings Fund

June 21, 2018. By Courtney...
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Marijuana: Open for Business in Massachusetts

June 15, 2018. By Matt...
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Jennifer Wolfsberg Volunteers at the NAMI Mass Walk

May 29, 2018. By Jennifer...
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The Average Investor and Behavioral Finance

May 23, 2018. By J.D....
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Small Spaces, Big Savings: The Tiny House Trend

April 27, 2018. By Courtney...
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Marathon Monday ’18: A Windy, Soggy, Mess of Awe

April 19, 2018. By Lori...
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Power of Attorney

The Importance of a Power of Attorney

April 13, 2018. By Matt...
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The Rising Popularity of Peer-to-Peer Lending

April 5, 2018. By R....
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Centerpoint Sponsors “Finding the Right Advisors”

March 28, 2018. By Ashley...
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Jennifer Wolfsberg Volunteers at Winslow Farm

March 22, 2018. By Jennifer...
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Book Review: “The Perfect Mix” by Helen Rothberg

March 15, 2018. By Lori...
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Snow Storm

Centerpoint Working Remotely on 3/13/18

March 11, 2018: In preparation...
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Understanding Target Date Funds

March 6, 2018. By Mark...
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college planning

Choosing the Right 529 Plan for Education Savings

March 1, 2018. By Olga...
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Using Home Inspection as a Proactive Tool

February 20, 2018. By Jennifer...
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JD Wolfsberg Volunteers at A Night to Shine

February 15, 2018. By JD...
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Market Note: Global Equity Markets

February 6, 2018. By John...
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Client Notice: Tax Document Delivery Update

January 29, 2018. By Courtney...
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IDEA

Ashley Agnew Volunteers at Bryant’s IDEA Program

January 25, 2018. By Ashley...
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New Year’s Resolution: Check Your Credit Report

January 16, 2018. By Matthew...
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Guest Blog: Trust & Estates Alert- Tax Cuts and Jobs Act

January 9, 2018. By Ashley...
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Snow Storm

Centerpoint Working Remotely on January 4th

January 3, 2018. By R....
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IRA

Inheriting Individual Retirement Accounts

January 3, 2018. By Lori...
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Holiday Hosting

Happy New Year and Holiday Hours

December 29, 2017. By John...
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Charitable Initiative: A Year of Giving

December 20, 2017. By Ashley...
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Holiday Hosting

Houseguests with Less Stress this Holiday Season

December 7, 2017. By John...
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Tax Reform Update, November 2017

November 30, 2017. By Mark...
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Helping Service Members Navigate Financial Planning

November 9, 2017. By Jennifer...
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Protecting Children Against Identity Theft

November 2, 2017. By Ashley...
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Last Will and Testament

The Executor and Personal Representative’s Checklist

October 27, 2017. By Olga...
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Post marriage checklist

The Important To-do’s after the “I Do’s”

October 20, 2017. By Courtney Summa:...
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No September Blues for Small Cap Stocks

October 12, 2017. By Mark...
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Retirement Planning

Traditional 401(k) Plan vs. Roth 401(k) Plan

October 3, 2017. By Lori...
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Florida Domicile

Guest Blog: Should You Establish a Florida Domicile?

September 28, 2017. Courtesy of...
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Security Breach

Be Proactive-Protect Yourself After the Equifax Breach

September 21, 2017. By Matthew...
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College Finances

The Ins and Outs of On-Campus Living

September 6, 2017. By John Wolfsberg: ...
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Sound Financial Habits

Repost: Building Sound Financial Habits in College

August 31, 2017. By Olga...
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Purchasing Process

The Stressors of the Home Purchasing Process

August 24, 2017. By Ashley...
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Adopting a new pet-Financial Planning

Financial Planning for The New Furry Family Friend

July 25, 2017. By Jennifer...
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Guest Blog: 10 Exercises to Improve Your Golf Game

July 18, 2017. Courtesy of...
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Small Buiness Insurance

Retirement Plans for Small Businesses

July 14, 2017. By Matthew...
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Repost: Reclaim Your Time, Build your Board.

July 7, 2017. By Jennifer...
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Couples Finance

Financial Considerations for Newlyweds

June 29, 2016. By Courtney...
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401(k) when changing jobs

How to Handle your 401(k) When Changing Jobs

June 15, 2017. By Lori...
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Interest rate movement hard to predict since Trump election

Interest Rates Moving Higher? Not So Fast.

May 23, 2017. By John...
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college planning

The Hidden Issue in Higher Education

May 11, 2017. By Jennifer...
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The Case for Investing in Smaller Hedge Funds

April 26, 2017. By Mark...
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Helpful Tips: Preparing for Studying or Traveling Abroad

April 21, 2017. By Courtney...
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DOL Fiduciary Rule – Delayed Until June 9, 2017

April 12, 2017. By Matthew...
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What’s Going On in the Energy Markets?

April 6, 2017. By Mark...
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Sound Financial Habits

Repost: Talking to Teens About Money

March 30, 2017: As summer...
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When and Why Do I Need a CDFA?

March 16, 2017. By Ashley...
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Client Notice: Tax Document Distribution

March 9, 2017. By Courtney...
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Asset Retitling: The Missed Step in Estate Planning

March 2, 2017. By Jennifer...
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What to Shred: Disposing of Your Financial Records

February 23, 2017. By Matt...
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Should You Buy or Lease a Vehicle?

February 16, 2017. By Olga...
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Fixed Income Review, Fourth Quarter 2016

February 9, 2017.  By John...
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Health is Wealth: Winter Motivation

February 2, 2017. By Lori...
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Cyber-risk Breakfast Featuring Bill French

January 26, 2017. By Ashley...
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Intelligent Index, Fourth Quarter 2016

January 17, 2016. By Richard...
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Buying a Second Home: Key Considerations

January 11, 2016. By Jennifer...
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Breathe in, Breathe out: 5 Tips for Mental Strength

January 3, 2017. By Ashley...
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Investing “Responsibly” with SRI and ESG Factors

December 27, 2016. By Mark...
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Buying or Refinancing a Home Post-Divorce

December 22, 2016. By Jennifer...
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2016 Year End Tax Planning

Year-End Tax-Planning Reminders 2016

December 15, 2016. By Olga...
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Questions to Ask When Choosing a CPA

December 9, 2016. By John...
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Identity Theft: Survival Kit Essentials

December 1, 2016. By Matthew...
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Financing graduate school

Why Millennials Aren’t Investing for Retirement

November 22, 2016. By Courtney...
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2016 Team Charitable Initiative: Advocates

Each year the Centerpoint Team...
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Fixed Income Markets

Bond Market Note: November 15, 2016

November 15, 2016. By John...
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Election 2016: Don’t Lose Your Investment Discipline

November 9, 2016. By Richard...
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DIY+Robo+Behavioral Bias=Use an Advisor

November 8, 2016. By Richard...
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Intelligent Index Review, Third Quarter 2016

November 4, 2016. By Richard...
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Review of the Chinese Economy

Global Spotlight China: Rise of the Consumer

November 1, 2016. By Mark...
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Fixed Income Markets

Fixed Income Review, Third Quarter 2016

October 31, 2016. By John...
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Review of the Chinese Economy

Global Spotlight China: Economic Transition and Reform

October 27, 2016. By Mark...
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Review of the Chinese Economy

Global Spotlight China: The Great Rebalance

October 25, 2016. By Mark...
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The Role of the Household ‘Refrigerator Manager’

October 4, 2016.  By John...
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Murphy’s Divorce Law- Plan for the Worst

September 28, 2016. By Matt...
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Centerpoint Hosts Estate Attorney Kelly Gill

On September 20th, Centerpoint hosted...
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Plan for the Next Chapter of Your Career

September 13, 2016.  By Jennifer...
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Sound Financial Habits

Building Sound Financial Habits in College

September 8, 2016. By Olga...
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Financially Preparing for the Death of a Spouse

August 31, 2016.  By Jennifer...
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RMD

Do You Need to Schedule Your RMD?

August 23, 2016. By Lori...
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Intelligent Index Review, Second Quarter 2016

August 18, 2016. By Richard...
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Talking about money

Talking to Teens and Young Adults About Money

August 9, 2016. By John...
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Boston Skyline

Centerpoint Hosts George Donnelly

On July 26th, Centerpoint hosted...
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Fixed Income Markets

Fixed Income Review, Second Quarter 2016

August 2, 2016. By John...
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Regulatory Update: The DOL Fiduciary Rule

July 21, 2016. By Matthew...
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Jennifer Wolfsberg Earns CDFA Accreditation

July 7, 2016: Jennifer Wolfsberg has...
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Brexit: More Questions Than Answers

June 27, 2016.  By John...
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Mortgage Rate Update: June 16, 2016

By Olga P. Okaty, CFP®:...
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Trivia Night with Bob Ryan and Mike Reiss

June 14, 2016. By Ashley...
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Fixed Income Review, First Quarter 2016

The first quarter of 2016...
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Intelligent Index Review, First Quarter 2016

An unexpectedly strong March rally...
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Reclaim Your Time: Build Your Advisory Board

Do your thoughts seem to...
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Important Social Security Deadline is Quickly Approaching

April 13, 2016. By Olga P....
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Intelligent Index Review 4th Qtr 2015

Despite the long anticipated FOMC...
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Fixed Income Review: Fourth Quarter 2015

The fourth quarter saw the...
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