Instead of a “regular” One Minute Tax Tip, this week our Wealth Advisor, Matt Regan, brings you encouragement. Encouragement to reflect not only on your 2020 financial accomplishments, but also on your 2021 goals. Feel free to email us at info@towerpointwealth.com to discuss your circumstances further.
Monthly Archives: December 2020
Steve Pitchford’s ESG / Sustainable Investing Whitepaper Published on EFTDB.com
The comprehensive whitepaper focusing on ESG and sustainable investing, recently written by our Director of Tax and Financial Planning, Steve Pitchford, was published within etfdb.com’s ESG channel on December 17. Steve’s report provides a detailed analysis of the myriad of considerations associated with aligning your portfolio with your personal values and investing with a conscience, and a discussion of the plethora …
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Life Insurance | One Minute Tax Tips
This week’s #OneMinuteTaxTip from our wealth advisor, Matt Regan, who shares an interesting personal message while weaving in why it is so important to consider including #lifeinsurance into your #financialplan. Watch Matt’s video below to better understand how the #taxfree distribution and #financialplanning benefits that life insurance provides helps to provide peace-of-mind to your important family members, and why there is no time like the …
The Biggest Stock Market REVERSAL in History
It is normal for the stock market (in this case defined as the S&P 500) to experience intra-year declines. To wit: From the all time highs it set early in 2020, the S&P 500’s deep 34% decline in March. And while stating that the stock market goes up and down is not at all profound, in this context it has a …
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