Centerline Wealth Advisors

06/13/2026

IPO Rules

06/13/2026

The space race just went public

06/11/2026

It’s summertime and we’re already underway with our fantastic intern, Jackson Werth. He has been working diligently with the advisor team and assisting with financial planning operations, and other firm functions. Jackson will be completing his final semester in December and earn a double major in Accounting and Finance from the University of Kentucky.

We’re looking forward to seeing what you can do in the near future!

06/03/2026

Retirement planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events to envision your retirement and make some decisions about how you will live. Learn more:https://www.centerlinewealth.com/wp-content/uploads/2026/05/download_7760766_2115998.pdf

05/29/2026

Today is National 529 Day, where we remind families that it has never been easier to help save for a child’s educational future. By contributing to a 529 savings plan, you can help prepare a child for whatever path they choose. Learn more: https://www.savingforcollege.com/intro-to-529s/what-is-a-529-plan

05/22/2026

This Memorial Day, we honor those who served and sacrificed for our freedom.

05/20/2026

It is well know by now that if a person applies for their Social Security benefit after full retirement age (FRA), the benefit will include delayed retirement credits of 8% per year up to age 70. But there are some nuances surrounding how they are figured, when they are credited that you should know about. Here are the details:https://www.centerlinewealth.com/wp-content/uploads/2026/05/Delayed-Retirement-Credits.pdf

05/15/2026

10 stocks control 41% of the “diversified” S&P 500.

05/15/2026

A company with a single customer that represents 40% of their revenue is really just a bet on one relationship, and buyers price it that way. Learn why: https://conta.cc/4d562tX

How to Fix Customer Concentration Without Shrinking Murray Kent paid $40,000 for a four-person electrical conduit fittings business operating out of what he generously described as a crack den. A decade later, a private equity-backed acquirer wrote him a check for 6.2 times EBITDA. All cash. No earn...

05/13/2026

They changed the rules to put your retirement savings into spaceX and AI at what could be the peak of their valuations wether you like it or not.

Fast-track inclusion enables front-running by institutions, leaving retail investors as exit liquidity. Research backs this up: a 2025 paper* found that fast-track IPOs outperform non-fast-track counterparts by over 5 percentage points following their listing, but this outperformance peaks at the index inclusion date and reverts significantly within two weeks. In other words, hedge funds buy early and use your index fund as exit liquidity to sell at the top.
*Sammon, Marco and Murray, Chris, Primary Capital Market Transactions and Index Funds (July 21, 2025).