A Wealth Management FESTIVAL? Future Proof 2023! 09.22.2023

While many of us were “stuck” in our offices tied to our computer screens last week, three of Towerpoint Wealth’s finest were in Surf City USA, soaking in not only the sun, but also the speakers, content, education, and networking of the world’s largest wealth management festival, Future Proof 2023. Akin to South By Southwest, …

CDs are passé with T-bill rates today! 09.01.2023

When taking a closer look at T-bill rates today versus bank CD best rates, it becomes easier to see why owning a Treasury bill trumps owning a certificate of deposit, all else being equal. In support of this opinion, the Washington Post published a recent Alexis Leondis’ opinion piece about bank CDs that did not mince words: However, …