Behind the Scenes: Investment Management

Behind the Scenes: Investment Management

August 14, 2019. By Mark Barry: At Centerpoint Advisors, investment management is a core component of our business, and is the primary focus for myself and my colleague JD Wolfsberg. While it encompasses a wide variety of roles and responsibilities, there are four...
Portfolio Commentary: Performance Benchmarking

Portfolio Commentary: Performance Benchmarking

July 25, 2018. By Mark Barry: After a year in which almost all asset classes exhibited solid positive returns, 2018 has been mixed thus far with respect to performance across the financial markets. In the United States stocks are up, with small caps handily outpacing...
DIY+Robo+Behavioral Bias=Use an Advisor

DIY+Robo+Behavioral Bias=Use an Advisor

November 8, 2016. By Richard Greene: Understanding the psyche of the American consumer can be one of the most challenging exercises marketers and service professionals can attempt. America has become very much a culture of “do it yourselfers” with an...