Monthly Archives: July 2019

Opportunity is Knocking – Are You Listening?

Capital gains tax – nobody likes paying it. However, with the passage of the Tax Cuts and Jobs Act (TCJA) of 2017, there is now a very tangible opportunity to defer, reduce, and to some degree, eliminate having to pay federal capital gains tax on the sale of an asset that has grown in value. How? By investing in an …

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Towerpoint Wealth Hosts Ice Cream Social at Shriners Hospital

The Towerpoint Wealth family had a great time last week hosting an ice cream social for patients at the local Shriners Hospital for Children – Northern California. Understanding the adversity they are facing, it felt great to put a smile on these kids’ faces with some fresh vanilla, chocolate, and strawberry ice cream from the one and only …

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Towerpoint Wealth Hosts ESG/Socially Responsible Investing Event

We conducted a very well-received educational event at the John Natsoulas Gallery, combining both art and finance. The theme was ESG investing, more commonly known as socially responsible investing, or SRI. Manisha Singh, CFA, portfolio manager and ESG expert at AIG, did a brilliant job of presenting and breaking down this important but sometimes confusing …

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Take the Bait or Be Patient and Wait?

When it comes to deciding at what age you elect to initiate your Social Security benefit, waiting can make all the difference. We have found that many investors are tempted to take Social Security early, before their full retirement age (FRA), even as early as age 62. However, giving in to this temptation can oftentimes be a costly one. …

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TPW Welcomes New Wealth Management Intern, Alex Poulos

Towerpoint Wealth welcomed our new Wealth Management Intern, Alex Poulos, to the family today. Alex comes to us from U.C. Davis, where he will be a senior this fall and looking to complete his BS in Managerial Economics (and minor in Statistical Data Science). He is also treasurer of his fraternity, Theta Chi, and enjoys weightlifting and sprint-cycling in …

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