Considering the Effects of Inflation and Deflation 08.02.2024

  Welcome to the second edition of Towerpoint Wealth’s Fiduciary Group’s Newsletter – Fiduciary Focus!  As we are also held to a fiduciary standard, we understand the weight of our responsibility to safeguard your clients’ assets. We are here to provide you with the insights, strategies, and tools you need to excel in this vital …

The Price of Panic: How Loss Aversion Can Amplify Investment Losses 07.26.2024

If you had the option between a guaranteed $100 and a coin toss for $200, what would you pick? Our bet is you’d pick the surefire cash, although the mathematical expectation is about the same either way ($100). The fear of potentially losing the guaranteed $100 outweighs the allure of possibly winning an additional $100, …

Will the Magnificent 7 Stocks REMAIN Magnificent Throughout 2024?

Updated October 24, 2024 -Different industries have their own top players, and in the tech industry, there’s a standout group of powerful high-performers in the sector, known as the Magnificent 7. These stocks have consistently proven their market dominance and innovative prowess, fueling a big advance in the value of their stocks over the past …

How a Financial Advisor Helps You Protect and Grow Net Worth 07.07.2024

Building and Protecting Personal Net WorthEmotional Awareness – Strike a Balance between Life Now and Planning for LaterFinancial Advisor vs Financial PlannerFind a Financial Advisor Who Will Understand Your Specific GoalsThe First Step – Ask Around!The Second Step – Find a Legal Fiduciary to Work WithHow Does a Financial Advisor Get Paid?How Do I Know …