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In an unsettled world where stock prices are declining and uncertainty is rising, many fear an economy in recession here in the United States. While recession is by no means a forgone conclusion, are there strategies to help you recession-proof your portfolio? Our President, Joseph Eschleman, was recently featured in an Investor’s Business Daily article penned by Kathleen …
Continue reading “Towerpoint Wealth’s President featured in Investor’s Business Daily 06.24.2022“
Our President, Joseph Eschleman, connected for a glass of wine with Catherine Tindall, CPA, to collaborate about tax minimization, portfolio and wealth management, the current state of the US economy, and the joys (and pains!) of running a small boutique advisory business. Her firm, Dominion Enterprise Services, is a specialty CPA firm that helps their …
Continue reading “Keeping Uncle Sam at Bay over a Crisp Chardonnay! 06.23.2022“
Right now, there are many people saying to themselves “What’s the point?” when thinking about investing during inflation. Does the below photo conjure up familiar feelings right now when checking your accounts? There is no question that today’s market, economic, and political environment is scary, volatile, disconcerting, and our favorite adjective to use, unsettling. Saving and investing during …
Continue reading “What’s the Point? How is it SMART to Be Investing During Inflation? 6.17.2022“
No time was wasted in introducing our new Marketing Specialist, Luis Barrera, to the rest of the Towerpoint Wealth marketing team (from left, Joseph Eschleman, Niki Dawson of TaylorMade Web Creations, Robin Martin of Two Songbirds Press, and Luis), and no better place to do so than at New Glory Brewing Eatery and Taproom in Granite Bay! Luis, Joseph, Niki, and …
Continue reading “TPW Marketing Meeting of the Minds! 06.9.2022“
Towerpoint Wealth is a fully independent wealth management firm based in Sacramento. Our fiduciary advisors are working to helping you remove the hassle of properly coordinating all of your financial affairs so you can live a happier life and enjoy retirement. This statistic makes us particularly happy, honored, and proud to be celebrating our fifth …
Continue reading “A Must-Ask! Do I Have a Fiduciary Financial Advisor? 07.08.2024“
