In a matter of a few days, the brokerage industry went from charging customers for making trades to giving them away like tchotchkes at a trade show. The app-based brokerage firm Robinhood was “a pioneer” of free trading when it launched to the public in 2014, but things have significantly changed within the past month, …
Monthly Archives: October 2019
Introducing James Keefe – Towerpoint Wealth’s new Director of Client Experience
Sacramento, CA- Based Wealth Management Firm, Towerpoint Wealth, Adds James Keefe as Director of Client Experience SACRAMENTO, CA ——Towerpoint Wealth is pleased to announce that the firm has added James Keefe as Director of Client Experience, a new position. Mr. Keefe joins the firm from Genovese Burford & Brothers where he was a Wealth Advisor. He …
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TPW Enjoys Ginger Elizabeth Chocolates!
During a rare casual Friday, the TPW family took an opportunity to indulge their sweet tooth, enjoying a smorgasbord of decadent Ginger Elizabeth chocolate confections! Chocolate chip cookies, Ginger’s classic square bonbons, chocolate fudge brownies, a few vanilla mint bouchées, a Gianduja, a chocolate Pot de Crème, an Opera Cake, truffle cookies, and two French chocolate mendiants. Ginger Elizabeth is truly …
President Joseph F. Eschleman Profiled in CityWire RIA Magazine
Our President, Joseph Eschleman was featured in the September 30, 2019 issue of RIA Magazine, a very popular and widely-read wealth management industry periodical. Joseph spoke about Towerpoint Wealth’s investment and wealth management philosophy, and the firm’s Capital Appreciation With Income model portfolio was profiled as a central part of the My Model Portfolio article. As an aside, we found …
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Outen the Lights!
In today’s modern society, it is hard to remember or even fathom that some people live their entire lives without the use of electricity. The Pennsylvania Dutch and one of the more amusing, and this week, apropos, calques from their dialect comes to mind: “Outen the lights.“ This week, more than 1 million people in the greater San Francisco Bay Area who …
Wealth + Health Client Appreciation Event
It was a hit! We were fortunate to have 45 clients, colleagues, and friends join us for the Wealth + Health: The Ultimate Wellness Prescription event we hosted at The Vintage Monkey in Sacramento. We are proud to have brought together such an amazing group of people to not only socialize and mingle, but also to listen to and …
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