Wealth doesn’t come from managing money. Almost without fail, wealth comes from managing the emotions behind the money. Unquestionably, emotions hold an important (even essential) place in everyday life, and evolution has hard-wired them into our brain. As human beings, we get angry and fearful, we get joyful and sad, and we also can become …
Monthly Archives: September 2019
Charles Schwab Amplifying Your Value Workshop
Our President, Joseph Eschleman, attended a full-day workshop today held at the Hyatt Regency in Newport Beach, CA, and learned ways to best communicate and articulate the value Towerpoint Wealth brings to our clients and preferred network partners. Charles Schwab’s Managing Director of Business Consulting, Jerry Cobb, led the workshop, and sitting alongside Joseph was Tom Glamuzina, Towerpoint Wealth’s relationship manager and Senior Vice President at Dynasty Financial …
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First annual Towerpoint Wealth Retreat a Hit!
The Towerpoint Wealth family enjoyed bonding together at our first annual TPW Retreat on Friday and Saturday morning. We had breakfast at Awful Annie’s in Auburn together. We hiked the Donner Summit Abandoned Railroad train tunnels together. We convened at Steve Pitchford, CPA, CFP®‘s cabin to discuss the current and future state of affairs at Towerpoint Wealth together. We enjoyed …
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Passive is Becoming MASSIVE
Do you prefer active or passive? In the world of investing, this continues to be a HUGE debate. Yesterday, Morningstar released its semi-annual analysis of actively managed funds (those that have higher internal expenses and attempt to beat a corresponding index or benchmark) compared to passively-managed peers (those that have low internal expenses and seek simply to mirror a corresponding index …
Against the Wind
“An Investment in Knowledge Pays the Best Interest” (Ben Franklin) And I remember what she said to me How she swore that it never would end I remember how she held me oh so tight Wish I didn’t know now what I didn’t know then Against the windWe were runnin’ against the windWe were young …