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Six Advisors’ Highs and Lows of Working From Home With the spread of coronavirus continuing to keep many Americans away from the office, we spoke to six advisors to find out what they like, and dislike, about working from home. LikesI don’t miss the decaffeinated coffee our director of operations brews. DislikesBeing a six-person boutique …
Continue reading “Towerpoint Wealth Featured in CityWire RIA”
Needless to say, the coronavirus crisis is profoundly reshaping life here in America. We are sending you this edition of Trending Today with a deep sense of concern and responsibility, understanding the challenges and complications that this unprecedented health epidemic has created for virtually all of us. While we are 100% confident the situation we are all …
Continue reading “If You Give, We Will Match – It’s Time to Step Up”
14 STRATEGIC IDEAS TO CONSIDER DURING THE CORONAVIRUS CRISIS Towerpoint Wealth – Special Report Obviously none of us can control the financial markets, the economy, or decisions that our elected leaders make. However, we can help our clients and their families plan around these considerations, and respond in the most economically beneficial way possible. Highlighted …
The abrupt rise of the coronavirus crisis has profoundly reshaped life here in America. Understanding the fear, concern, uncertainty, risk, and opportunity that are all currently intertwined, we highly encourage you to click the URL below for an important six minute message from our President, Joseph Eschleman. We sincerely value our relationships with each of you, …
Continue reading “It Hurts, & It’s Temporary – A Video Message to Our TPW Family”
Welcome to the first edition of The Independent, our new monthly newsletter dedicated to providing Sacramento-area financial advisors with timely and cutting-edge wealth management industry-specific news, content, and information that focuses on the benefits and considerations associated with independence. Of all the moves made by financial advisors in 2019 – according to industry recruiter Diamond Consultants – only 16% were wirehouse-to-wirehouse transitions. …
Continue reading “Ready to Break Free from Being an Employee?”
The drumbeat of unnecessary, repetitive, and extraneous information and news (read: noise) will always be a constant part of our lives. The challenge is to define and identify what information is truly meaningful, and what is false or useless, and then how to deposit it into our personal knowledge bank. Finally, and we believe most importantly, is …
Continue reading “Can You Keep Your Poise and Tune Out the Noise?”
MARCH 2020 MARKET COMMENTARY Some Reflections and Possible Outcomes with the S&P 500 Down Seven Sessions in a Row As this year‘s second month drew to a close on Friday, February 28, the S&P 500 index finished in correction territory at 2,954.22, down 12.8% over the seven consecutive loss-days from its February 19 record high of …
Continue reading “Reflections on the COVID-19 and the Correction”
