Steve Pitchford Cited As Expert, Published on MutualFunds.com

Our Director of Tax and Financial Planning, Steve Pitchford, recently penned a white paper for Towerpoint Wealth that focuses on strategies to manage the risk and income tax consequences of owing a concentrated stock position. Steve was cited as an expert by MutualFunds.com for his work and content on the subject, publishing his commentary on their website on …

24 Karat Shine or Pyrite for Your Portfolio?

By: Nathan Billigmeier, Director of Research and Analytics  From ancient civilizations to modern society, humans have always had a fascination with gold. The yellow metal has been used as currency, as jewelry, and incorporated within various other industrial applications. Gold also helped shape United States history when it was discovered in the Sacramento Valley in …

Singing in the Rain? The Economic and Market Disconnect

The pain caused by the COVID-19 lockdowns persists on Main Street, as evictions, foreclosures, bankruptcies, and unemployment have all soared to unprecedented levels, creating an economic storm not seen since the Great Depression. However, over on Wall Street, the sun hasn’t stopped shining since early March, with the stock market staging an amazing rally based partly on hope about the …

Gold : 24 Karat Shine or Pyrite for Your Portfolio? 06.02.2020

From ancient civilizations to modern society, humans have always had a fascination with gold. The yellow metal has been used as currency, as jewelry and incorporated within various other industrial applications. Gold also helped shape United States history when it was discovered in the Sacramento Valley in 1848 sparking the California Gold Rush. But does …