Our President, Joseph F. Eschleman, CIMA®, was featured in this month’s Here’s How You Win Hundreds of Prospective Tech Millionaires From the Wall Street Firms article in Financial Advisor IQ magazine. Along with Towerpoint Wealth, Joseph was featured for his perspectives on and strategies being used to partner with and win successful technology employees as new clients.
Monthly Archives: May 2019
‘Tarrified!’ – Trade War Hysterics
Right or wrong, good or bad, here are the two MAIN reasons we are in a trade war with China: Here is what each country is importing from and exporting to each other: And while we believe tariff increases will not help the U.S. economy in the shorter-term, we also believe it is not time to …
Trade Wars, Volatility, and Fear, Oh My!
“An Investment in Knowledge Pays the Best Interest” (Ben Franklin) A TOWERPOINT WEALTH SPECIAL MARKET UPDATE: MAY 22, 2019 Why does the back of our neck itch right now? The economy seems to be doing fine, the stock market is booming, earnings are solid, inflation is non-existent, interest rates remain low, and global central banks …
“George Costanza – Investment Guru?”
Is George Costanza smarter than we give him credit for? While he may be the self-professed “Lord of the Idiots,” one of the ideas that George advanced during his character’s tenure on Seinfeld is directly applicable to the mindset needed to successfully build net worth and handle the temperamental stock market. As we are all aware, the financial markets are …
Schwab/Dynasty/TPW
We take great pride at Towerpoint Wealth in serving our clients as a fully independent wealth management firm, but being independent does not mean being alone. The partnerships we continue to develop with financial industry leaders allows us to leverage the expertise of important external resources, as evidenced by our meeting yesterday at TPW’s downtown headquarters with Erik Feldman of Schwab Advisor …
This is It
This is It There’ve been times in my life, I’ve been wonderin’ why Still, somehow I believed we’d always survive Now, I’m not so sure You’re waiting here, one good reason to try But, what more can I say? What’s left to provide? You think that maybe it’s over, Only if you want it to …