Towerpoint Wealth kicked off its new Lunch and Learn series of educational workshops on August 30th with a presentation by Chris McKnett, Head of ESG for State Street Global Advisors. 14 attendees enjoyed Panera boxed lunches while participating in the interactive meeting, discussing what ESG investing is (a method for evaluating, at every stage of the investment …
Monthly Archives: August 2017
“Going Dutch”
The art of negotiation and teaching kids financial responsibility.
1. The Negotiation
The Negotiation: Apparently, if you are a kid born around the Chrismukkah wintertime holidays, half-birthdays are important. Josephine, my ten and a half year old daughter, brought this to my attention just last week as she accompanied me on a father-daughter walk two blocks from home in Curtis Park down to Gunther’s Ice Cream to enjoy a …
2. Jobs
Jobs: Like most American households, the Eschlemans are regularly on the go with various activities and responsibilities, and while busy, try to lead satisfying and fulfilling and lives. However, one of the consequences of this busy schedule is having only limited time to attend to normal household responsibilities, or, as they are more commonly known, …
3. Payday
Payday: As is true with all of our schedules, life can and will get in the way of our jobs regularly enough, and it is rare (but not completely unprecedented) for Henry and Josephine to have a perfect week, but that is always the goal. And, to help them equate working harder with getting paid …
4. Save, Spend, Donate
Save, Spend, Donate OK. So Henry and Josephine now have the forum to earn, which logically then leads to the transition into the next lesson: what to do with it. This is a lesson many of us are still working to learn, and why Megan and I feel it is important to cultivate these skills …
Towerpoint New Client Welcome Packages
Progress continues at Towerpoint Wealth, as our THIRD wave of new client welcome packages went out yesterday.
Lori and Aaron’s wedding
Tayler, Lori, and Aaron at Lori and Aaron’s wedding
Towerpoint Wealth family at Lori’s wedding
The Towerpoint Wealth family at Lori and Aaron’s wedding
Towerpoint Wealth headquarters
Great view from Towerpoint Wealth headquarters.