A number of clients earlier this month asked “Where was Trending Today?” We did not release our bi-weekly eNewsletter due to the time commitment associated with our attendance at Charles Schwab’s big IMPACT conference, but are pleased to be back in the saddle with the following important and useful items: New Concentrated Stock White Paper Published by TPW Our Director of Tax …
Monthly Archives: November 2019
ESG Team Visits Towerpoint Wealth
Understanding the impact that environmental, social, and governance (ESG) investing continues to have, and the growth it continues to experience, we have cultivated both our expertise and our local market leadership in this hugely important field of investing and wealth management at Towerpoint Wealth. Continuing our path as champions of ESG investing, our President, Joseph Eschleman, …