About Centerpoint Advisory Services

Centerpoint Advisory Services, Inc. was founded in 1992 with the driving philosophy of delivering disciplined investment management and an outstanding client experience. We have helped our clients pursue success by coordinating their most important financial affairs and delivering quality, wealth management.

Market Week: June 20, 2016

The Markets (as of market close June 17, 2016) The Fed maintained interest rates at their current level following last week's meeting, primarily influenced by May's mundane employment report. That, coupled with a fall in global stocks, pushed U.S. stocks down as money seemed to move to gold and long-term bonds. Each of the indexes [...]

By |2017-01-21T10:39:13-06:00June 21st, 2016|Financial News, Market Updates|Comments Off on Market Week: June 20, 2016

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers Driving may be a rite of passage for teenagers, but for parents it can be stressful and expensive. Your child will need auto insurance coverage as soon as he or she receives his or her driver’s license. Here are some important considerations. Determine Whether to Add your Child to [...]

By |2017-01-21T10:39:13-06:00June 14th, 2016|Financial News|Comments Off on Buying Auto Insurance For Teen Drivers

Market Week: June 13, 2016

The Markets (as of market close June 10, 2016) The major market indexes listed here were relatively flat for the week. Despite gains earlier in the week, losses Thursday and Friday wiped out most of the positive returns. By midweek, the S&P 500 reached its highest level since last July only to give back most [...]

By |2017-01-21T10:39:13-06:00June 13th, 2016|Financial News, Investing, Market Updates|Comments Off on Market Week: June 13, 2016

Diversifying Outside of the Business: Strategies for Small-Business Owners

Diversifying Outside of the Business: Strategies for Small-Business Owners  Small-business owners are especially vulnerable to a dangerous investment practice: under-diversification. For many, their business represents the lion's share of their net worth. With fortunes riding largely on the success or failure of a single business in a single industry, business owners are exposed to heightened [...]

By |2017-01-21T10:39:13-06:00June 10th, 2016|Financial News, Investing|Comments Off on Diversifying Outside of the Business: Strategies for Small-Business Owners

Debt Optimization Strategies

Debt Optimization Strategies As part of improving your financial situation, you might consider reducing your debt load. A number of strategies can be used to pay off debt. However, before starting any debt payoff strategy (or combination of strategies), be sure you understand the terms of your debts, including interest rates, terms of payment, and [...]

By |2016-06-07T09:34:18-05:00June 8th, 2016|Financial News, Investing, Retirement|Comments Off on Debt Optimization Strategies

Market Month: May 2016

The Markets (as of market close May 31, 2016) Following an up-and-down path similar to what occurred in April, the indexes listed here ultimately closed the month of May higher (except for the Global Dow). The month started with a run of positive returns, only to see much of the month's gains given back by [...]

By |2017-01-21T10:39:13-06:00June 7th, 2016|Market Updates|Comments Off on Market Month: May 2016

Market Week: June 6, 2016

The Markets (as of market close June 3, 2016) Friday's dismal news on the labor front put a damper on expectations that the Fed will raise rates later this month, drove a pullback in domestic stocks, and sent Treasury yields into decline. Yet despite the day's market dips, most indexes ended the week either flat [...]

By |2017-01-21T10:39:13-06:00June 7th, 2016|Financial News, Market Updates|Comments Off on Market Week: June 6, 2016

How to Help Keep Identity Thieves Away

How to Help Keep Identity Thieves Away The more business we do and information we share online, the more identity theft becomes a growing threat to our financial security. There are ways you can help protect your good name and credit. Here are some tips to help keep you and your family safe. Monitor Your [...]

By |2017-01-21T10:39:13-06:00June 3rd, 2016|Financial News, Investing|Comments Off on How to Help Keep Identity Thieves Away

Clearing Financial Hurdles on the Road to Retirement

Clearing Financial Hurdles on the Road to Retirement When friends and loved ones finally raise their glasses to bid you a long and healthy retirement, you do not want to be worrying about how your bills will get paid. That is why it is so important to participate in your company's retirement plan now. On [...]

By |2017-01-21T10:39:13-06:00June 2nd, 2016|Financial News, Investing, Retirement|Comments Off on Clearing Financial Hurdles on the Road to Retirement

The 10 Cornerstone Principles of Asset Allocation

The 10 Cornerstone Principles of Asset Allocation Principles can be described as the beginning, the foundation, the source, or the essence upon which things build and expand. They are important in investing because they bring structure to your financial plan. There are 10 cornerstone principles of asset allocation and each one plays a vital role [...]

By |2017-01-21T10:39:13-06:00June 1st, 2016|Financial News, Investing|Comments Off on The 10 Cornerstone Principles of Asset Allocation
Go to Top