Mutual fund trends: We were fortunate to have had the opportunity to spend 45 minutes meeting with Noel Archard, State Street’s Global Head of Product. Noel has 25+ years of wealth management industry experience (and he is a Philadelphia guy!), bringing a specific expertise in exchange traded fund (ETF) and mutual fund structure, operations, and …
Monthly Archives: January 2018
Lunch & Learn #5 – Residential Real Estate Investing
The momentum of Towerpoint Wealth’s Lunch and Learn series continued on January 18th, featuring 4th generation Sacramentan and real estate expert Brian Kassis, of RE/MAX Gold. The educational workshop was extremely well received, as eighteen attendees soaked in Brian’s 30 years of experience and wisdom, learning about the myriad of considerations, risks, and benefits of …
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2018 Tax Planning Considerations 01.16.2018
By Steve Pitchford, Director of Tax and Portfolio Planning: Tax Cuts: 2018 Tax Planning Considerations The Tax Cuts and Jobs Act (TCJA) of 2017 is the most significant amendment to the Federal tax law since 1986, causing drastic changes to both the individual and corporate tax code. Below we describe some of the most pertinent …
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