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The entire Towerpoint Wealth team took a full day away from their responsibilities at the office to roll up our sleeves and help the homeless community in Sacramento, volunteering to prepare and serve lunch at Sacramento Loaves and Fishes. It was a productive, sobering, and rewarding day of giving back to the local community and …
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We received the official notification letter in the mail this week – our Client Service Specialist, Raquel Jackson, passed her exam and is now an official Notary Public here in California. Congratulations, Raquel! Click HERE to read the CA Notary Public FAQ.
That was the headline of the Money and Investing section of the March 9, 2009 edition of The Wall Street Journal. The Great Recession was still in full force, the economy was seemingly ripping apart at the seams, and we were in the throes of the scariest financial crisis since the 1930’s. The cover of Time magazine that same day summarized …
A BIG thank you to our Client Service Specialist, Raquel Jackson, and to Leigh Emery, IACCP® of Dynasty Financial Partners, as we upgraded our financial technology “stack” in implementing a comprehensive new cloud-based compliance system. Leigh continues to be instrumental in helping us work both intelligently and efficiently in properly managing our ever-increasing compliance obligations in a challenging regulatory environment. Leigh (along with Dynasty’s …
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An “affordable” electric car has officially hit the U.S. mainstream, as Tesla launched the long-awaited standard Model 3 just yesterday, with a starting cost of $35,000. Whether this represents the “acceleration of the transition to sustainable transportation” or another unprofitable nail in the electric car maker’s eventual coffin remains to be seen (TSLA stock slid -7.8% today upon release of …
