What is an Employee Stock Purchase Plan? Employee Stock Purchase Plan | If you are an employee of a publicly traded company, it most likely offers an employee stock purchase plan, or ESPP for short (also sometimes called a section 423 plan). These are excellent plans to take advantage of, as they allow employees to …
Monthly Archives: April 2021
ESG, Sustainable, and Responsible Investing – A Conversation 04.19.2021
ESG (Environmental, Social, and Governance), sustainable, and responsible investing have evolved from a peripheral and misunderstood investment concept to a mainstream philosophy that now includes more than 500 sustainability-focused index funds amounting to more than $250 billion of U.S. investment assets. As more and more retail investors begin to understand and recognize their ability to have their investments and portfolio …
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Trading vs. Investing 04.15.2021
Trading vs. Investing | These two terms Trading vs. Investing are often used interchangeably by many, understanding the goal of both is to generate profit in the stock market. However, they represent two very different philosophies in how you approach the market. Oftentimes when we watch movies and TV shows about the stock market, we …
Coinbase | Largest cryptocurrency exchange 04.15.2021
Today, Coinbase Global Inc., the largest cryptocurrency exchange platform in the U.S., went public on the Nasdaq exchange via a direct listing under the ticker symbol COIN. Coinbase is the world’s third largest digital asset exchange, and by far the most well-known cryptocurrency exchange platform in the US. COIN provides a service that helps its …
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*In-Person* Happy Hour Professional Networking with First Citizens Bank! 04.14.2021
Professional networking actually happening in person! ???? The reason why we feel at Towerpoint Wealth that First Citizens Bank is the *best* local bank in the greater-Sacramento area is because of their talent. ???? Yesterday, our President, Joseph Eschleman, and Partner, Wealth Advisor, Jonathan LaTurner, actually sat down *in person* with Ty Gibney and Daiana Vicsai at Wildwood Kitchen at The Pavillions to do …
Six Strategies to Optimize Your Charitable Intentions 04.13.2021
By: Steve Pitchford, Director of Tax and Financial Planning and Matt Regan, Wealth AdvisorPublished: April 13, 2021 updated October 22, 2021 Most individuals who are philanthropically inclined usually just take the path of least resistance and write a check directly to a charity. Of course, this is a straightforward approach and can qualify for an …
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The American Rescue Plan – Do YOU Qualify for Stimulus? 04.09.21
The American Rescue Plan Act 2021 is a $1.9 trillion COVID-19 economic relief package signed into law by President Biden just a few weeks ago. Click below to watch our President, Joseph Eschleman, outline how & where YOU might qualify for this stimulus. American Rescue Plan Another Stimulus Bill Passed: What That Means for You Wondering how the most recent federal …
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Home Office Deduction 04.02.21
Like many workers during the pandemic, you went from a somewhat quiet office to your tiny home “office” where you couldn’t escape your noisy kids and barking dog. With Tax Day pushed back to May 17th, this has given taxpayers extra time to find ways to lower their tax bills. Like most, you may have …
Sacramento’s WHITE HOT Residential Real Estate Market! 04.02.21
Recently, our President, Joseph F. Eschleman, sat down at Old Soul Co. for a cup of coffee with 33-year-veterean real estate agent Brian Kassis, of RE/MAX Gold, sharing an in-depth discussion about the current and future status of the “ridiculously hot” Sacramento real estate market. In their conversation, Brian and Joseph covered a myriad of different current topics and issues, …
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