President Joseph Eschleman Cited As Expert

Our President, Joseph Eschleman, recently penned a white paper for Towerpoint Wealth that discussed 14 different strategies to consider during the coronavirus crisis. Joseph was cited as an expert by MutualFunds.com for his work and content on the subject, who published his commentary on their website on June 11.

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Managing Capital Gains Distributions from Mutual Funds and ETFs As the end of the year approaches, many investors may find themselves surprised by an unwelcome addition to their year-end taxes: year-end capital gains distributions from mutual funds and certain ETFs. These distributions, typically caused by fund managers selling securities within the fund throughout the calendar […]

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